Find the Right Financial Advisor For You: Search by Location, Specialty, Credentials and More
About This Directory
The Wealthtender financial advisor directory includes advisors & planners across a wide range of specialties, fee options, credentials, religious beliefs, and ethnicities.
Browse advisor profiles in the interactive map and gallery below, read verified client reviews, and book a free introductory call. (Or Find Advisors in Specialty Guides and City Guides.)
📍Double-click or pinch pins to view more.
🔎 Find a Specialist Financial Advisor | 🏠 Find an Advisor Near You | 🏆 Award Winning Advisors
Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers.
Find the Financial Advisor Who’s Right for You — Not Just the One Who’s Closest
With more than 300,000 financial advisors across the US, the challenge isn’t finding a financial advisor — it’s finding the right one for your specific situation, values, and goals.
Most financial advisor search tools start by asking for your zip code. Wealthtender starts by asking what matters most to you.
The Wealthtender financial advisor directory is built around the idea that the best advisor for you might specialize in working with people in your occupation, your employer’s benefits structure, your life stage, your faith, or your investment philosophy — and that advisor might be in your city or five states away. With most financial advisors now working with clients nationwide via video, geography is just one factor among many.
Search and filter by what matters most:
🏢 Occupation & Employer — advisors who specialize in your profession or your company’s specific benefits, equity compensation, and retirement plans (↗️ View Advisors)
📅 Life Stage — from young adults and new parents to those nearing retirement and beyond (↗️ View Advisors)
💲 Fee Structure — fee-only, flat fee, hourly, subscription, or assets under management (↗️ View Advisors)
📜 Credentials — CFP, CFA, CDFA, CEPA, CKA, and 30+ additional designations (↗️ View Advisors)
✝️ Religion — advisors who share your faith and understand how it shapes your financial values (↗️ View Advisors)
🌎 Ethnicity & Culture — advisors who serve specific communities and understand their unique financial dynamics (↗️ View Advisors)
📍 Location — advisors near you who prefer to meet in person, or virtual advisors who work with clients anywhere (↗️ View Local Guides)
Once you’ve found advisors who match your criteria, you can view their full profile, read verified client reviews where available, and book a free introductory call, all without your personal information being sold to the highest bidder.
Find Financial Advisors by Ethnicity
Frequently Asked Questions
For example, financial advisors who have earned their Certified Financial Planner (CFP) designation are fiduciaries. To hold themselves out as a CFP, these credential holders must acknowledge they will adhere to the CFP Board’s Code of Ethics and Standards of Conduct and act as a fiduciary when providing financial advice to their clients. Learn More About Fiduciary Financial Advisors
When viewing financial advisor profiles on Wealthtender, look for the Compensation Methods section that shows ways each financial advisor can be paid for their services, including if they offer fee-only financial planning services. Learn More About Fee-Only Financial Advisors
Financial advisors and wealth management firms that consistently receive superior client reviews can also qualify for Wealthtender’s Voice of the Client Awards™ designed to recognize America’s most trusted advisors. Learn More About Wealthtender Voice of the Client Awards™
Clients and other individuals can submit reviews for financial advisors and wealth management firms that have turned on the reviews feature. Before each review is publicly displayed, financial advisors agree to disclose important information about their relationship with the reviewer to ensure consumers gain the transparency they deserve when their life savings could be at stake. These disclosures also help financial advisors satisfy compliance with industry regulations.
After financial advisors provide the required disclosures, Wealthtender publishes the review with the Certified Advisor Review™ mark. Learn More About Certified Advisor Reviews™