Discover highly-rated financial advisors in Austin (and Boston).
Connect with CFP® Professionals who live near you.
Meet specialist advisors who help tech pros make the most of their options.
Find fiduciary financial advisors with your best interest in mind.
Connect with financial advisors for high net worth households.
Get to know financial advisors who charge a flat fee.
Meet financial advisors who help teachers achieve an A+ retirement.
Compare fee-only advisors who live near you.
Find expert financial advisors for Hispanic and Latino Americans.
Find and compare financial advisors based on fit and real client feedback. Confidently choose the right advisor for you.
Discover financial advisors trusted by thousands of Americans in the only nationwide directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback.
Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs.
Thousands of people visit Wealthtender each month to find and compare financial advisors based on their location, education, experience, areas of specialization and online reviews. Wealthtender’s Certified Advisor Reviews™ help consumers make informed hiring decisions with important details about the relationship between reviewers and advisors always displayed to ensure you gain the transparency you deserve when your life savings could be at stake.
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Certified Advisor Reviews™ help you make smarter hiring decisions when choosing a financial advisor.
Types of Financial Advisors You’ll Find on Wealthtender
On Wealthtender, you can explore a diverse range of financial advisors and wealth management firms that include:
- Fiduciary advisors committed to acting in clients’ best interests
- CFP® professionals with advanced financial planning credentials
- Fee-only advisors compensated solely by clients
- Advisors for growing families, people nearing retirement, and business owners
- Specialists across multiple categories (e.g., life stage, occupation, ethnicity, lifestyle, religion)
- Highly-rated advisors with positive client reviews
- Firms of varying sizes with advisors who can meet with you in person or online
- Fee-based advisors who offer access to insurance and alternative investments
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.
Search the Nationwide Financial Advisor Directory
How to use this directory: Compare financial advisors across the US based on what matters most to you. Use the directory to:
- View advisor profiles to evaluate credentials, services, and areas of specialization
- Read Certified Advisor Reviews™ to learn what clients value most
- Identify advisors recognized with Wealthtender Voice of the Client Awards™
- Contact advisors and schedule free introductory video calls
📍 Click on a pin in the map view below for a preview of financial advisors who can help you reach your money goals with a personalized plan. Or view the gallery below the map to search our directory of financial advisors with additional filtering options.
📍Double-click or pinch pins to view more.
Frequently Asked Questions
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™
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
How Wealthtender Makes Choosing a Financial Advisor Better
🌟Wealthtender helps you make a more informed hiring decision by publishing online reviews written about financial advisors who are featured on our website. Wealthtender is the industry’s first find-an-advisor reviews website designed for SEC (Securities and Exchange Commission) compliance.
📍We connect you with highly-rated local advisors and specialists across the country through transparent, verified reviews and comprehensive advisor profiles, helping you make confident hiring decisions free from the conflicts of interest found on sponsored platforms. We help you discover the right advisor based on what matters most to you.
🤝 Our guides and articles will help you get to know financial professionals who share your interests, life priorities and who specialize in the services you need today.
Wealthtender is the #1 find-an-advisor website not sponsored by a national wealth management firm, credentialing organization, or industry association. Our independence lets us feature financial advisors with a greater diversity of backgrounds and experience than you will typically find on other sites.
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.
Is a Virtual Financial Advisor Right for You?
Most financial advisors began meeting with their clients online when the global pandemic kept most people at home.
Even before COVID-19, many financial advisors offered their services virtually to clients by Zoom or phone no matter where they live.
Today, as financial advisors and their clients alike have grown accustomed to meeting face to face on Zoom calls, you may find it’s easier and more convenient to work with a financial advisor online from the comfort of your own home (or wherever life takes you).
Of course, location is still a factor to consider when hiring a financial advisor. And you may find a great financial advisor who lives near you. But now that location is no longer the primary factor, you’re free to explore hiring a financial advisor who specializes in serving clients just like you, even if they live hundreds of miles away.
What is a Specialist Financial Advisor?
An increasing trend among financial advisors is to focus their services around a particular area of specialization, or niche, to stand apart from advisors offering general investment advice and planning services.
Many financial advisors now specialize in working only with clients in a particular occupation (e.g. technology workers, business owners, educators), or whose family priorities require specialized attention (e.g. special needs children, college funding). You’ll also find advisors who specialize in working with immigrants, others with a religious focus or emphasis on lifestyle interests that require unique financial planning needs like retiring early or traveling the world.
Wealthtender is dedicated to helping you find the best financial advisor for your individual needs based on what’s most important to you, no matter where you or your advisor chooses to live.
What are the Benefits of Hiring a Specialist Advisor?
By choosing to work with a financial advisor dedicated to a particular niche, you’re gaining access to a specialist committed to understanding the unique financial planning challenges and opportunities of people just like you.
Many financial advisors choose to specialize in areas that affect their own lives personally or that they’re passionate about based on their interests and life experience.
And by working with a financial advisor who specializes in an area important to you, you’re likely joining a community of other people who choose to work with the same financial advisor for similar reasons to your own. Your financial advisor may find opportunities to bring you together if connecting you with other people who share your interests is valuable to you.
Learn More About Financial Advisors
If you have questions about hiring a financial advisor, we think you’ll enjoy these articles. Need help? Email yourfriends@wealthtender.com and we’ll follow up right away.
How Much Does a Financial Advisor Cost?
How much does a financial advisor cost? What are different ways you can pay? And how do you make sure you aren’t paying too much? Read more…
Is a Virtual Financial Advisor Right For You?
A virtual financial advisor offers financial planning services to their clients primarily or entirely online and by phone. Read more…
Hiring a Financial Advisor? It’s Time to Unzip.
The US Postal Service invented zip codes in 1963 to more efficiently route your mail, not to help you choose a financial advisor. Read more…
Your Questions Answered
How do I find the right Wealthtender for me?
While other sites start by asking for your zip code, we believe you deserve to work with the financial professionals who are best for you, even if that means they don’t live nearby.
In today’s world, you can choose to work with a financial advisor hundreds of miles away or a few blocks down the street. It’s up to you.
Our growing library of articles and guides will help you get to know financial advisors who specialize in working with people like you who share your interests, occupation or are experts in the services you need today.
You deserve a trusted guide who can help you reach your money goals with a personalized plan. Let’s find the right wealthtender for you. Need help? We’re here for you! Simply email yourfriends@wealthtender.com and we’ll follow up right away.
Can I find fiduciary financial advisors on Wealthtender?
Yes, you’ll find hundreds of fiduciary financial advisors on Wealthtender. Fiduciary financial advisors must recommend the best investment solutions for their clients. It is not enough that a product is simply “suitable.” A higher standard applies to a fiduciary advisor.
Before you hire an advisor, you should ask explicitly if they will always act in your best interest as a fiduciary. (Learn the right questions to ask a financial advisor before choosing who you hire.)
It’s easy to find fiduciary financial advisors on Wealthtender.
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.
Financial advisors who are NAPFA members are fiduciary financial advisors. NAPFA is an abbreviation for the National Association of Personal Financial Advisors, a member organization comprised of fee-only fiduciaries complying with a strict code that is comprehensive, client-centered, and demonstrates competence.
Another option to consider is visiting the primary Wealthtender financial advisor directory and entering the word ‘fiduciary’ in the search bar. After you have selected any additional filters important to you, submit your search request and the results will include only financial advisors whose profiles mention the word ‘fiduciary’. At this stage of your research, you should evaluate what the advisor profile says about their fiduciary status.
I’m a financial advisor. How do I join Wealthtender?
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What is a Wealthtender?
We coined the term Wealthtender® to describe financial professionals and educators passionate about helping others reduce financial stress and increase their wealth. Find the right financial advisor for you with Wealthtender who can help design a personalized financial plan and investment portfolio to help you achieve your money goals. Read reviews and book an introductory call with a nearby or specialist advisor.
You’ll also discover financial coaches who offer education to help their clients get out of debt, create a budget and improve their financial health.
Prefer a do-it-yourself to manage your money? We can help with that, too. Just because you choose DIY doesn’t mean you’re on your own. You’ll find hundreds of articles on Wealthtender, plus directories of personal finance blogs and podcasts that offer the information and you need to make smarter money moves. You’ll also find financial advisors who specialize in serving DIY investors, too.