Find a financial advisor near you.

An advisor can help you create a plan today.

You deserve the right financial advisor.

We know it’s hard to find an advisor who fits your needs. Sifting through the hundreds of thousands of advisors in the country can be intimidating. So we created a financial advisor matching tool that will do most of the work for you. It narrows down your choices so you are in control of who you work with while saving you hours of research.

We created a short questionnaire about your retirement plans, life status, investment goals and advisor preferences. These are all important topics to consider when choosing a financial advisor. We’ll match you with up to three advisors in your area. You then read their profiles, talk to them on the phone and ultimately pick who you want to work with as you plan your financial future.

This financial advisor matching tool is brought to you by SmartAsset, the personal finance company that’s focused on empowering people to make smart decisions. We built this tool to help you find a financial advisor nearby so you can meet all of your financial goals.

Investing involves risk and no situation is the same. This is in no way intended as a personal recommendation and investment decisions are solely those of the reader.

SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAdvisor acts as an adviser for clients with respect to their introduction to and, if retained by the client, servicing by third-party investment managers, tax planning and legal professionals who are unaffiliated with SmartAdvisor.

SmartAsset is a personal finance technology company that features a financial advisor matching service. Financial Advisors who appear on SmartAsset are from companies with which SmartAsset receives compensation. SmartAsset takes into consideration wealth and location to determine how to match users with advisors. SmartAsset doesn't include the entire universe of Financial Advisors.

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Get Smart with Your Assets

Investors [with] a financial plan grew their assets 110% compared to clients that didn't."¹

IN THE PRESS:

Why a Financial Advisor Can Help You Be Financially Secure

Individuals using [a financial] advisor are twice as likely to report that they are 'on track' to meet their retirement goals."²

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A comprehensive financial plan increases Americans' level of confidence about managing their money.³

1. Fidelity, State of the Wealth Management Industry 2017: The New Value Drivers Presentation
2. Advisor Value, A Voya Retirement Research Institute® Study
3. CFP Board, Financial Planning Profiles of American Households: The 2013 Household Financial Planning Survey and Index

Research Financial Advisors

From big cities to small towns, our matching tool includes financial advisors who cover every county in the U.S. We have researched them all and compiled the information that matters to you into individual profiles. Search by location to find a financial advisor near you who meets all your needs.

Click Your State to Get Matched With Financial Advisors Near You

After you choose your state and answer a few questions about your financial situation you can compare up to three advisors local to you, and decide which to work with.

Investing involves risk and no situation is the same. This is in no way intended as a personal recommendation and investment decisions are solely those of the reader.