Find the Right Financial Advisory Firm For You
Use filters to narrow your search in the interactive map and directory of financial advisory firms.
↗️ Or search 600+ individual financial advisors
📍Double-click or pinch pins to view more.
🔎 Find a Specialist Financial Advisor | 🏠 Find an Advisor Near You | ⭐ Highly Rated Advisors
Disclaimer: In order to make Wealthtender free for our readers, we earn money from advertisers including financial professionals and firms that pay to be featured on our platform. This creates a natural conflict of interest when we favor promotion of our clients over other professionals and firms not featured on Wealthtender. Learn how we operate with integrity to earn your trust.
Your Questions Answered
What should I look for when choosing a financial advisory firm?
When selecting a financial advisory firm, consider factors such as the firm’s reputation, the credentials of its advisors, its areas of specialization, ratings and awards, fee structure, and online reviews written about the firm and its advisors.
Look for firms registered with the SEC or state regulators, and check for any disciplinary history. It’s also important to evaluate how well a firm’s services align with your financial goals, whether you need retirement planning, tax strategy, estate planning, or investment management. Transparency, communication style, and client support are also key considerations.
Am I better off searching for a financial advisory firm or an individual financial advisor?
Whether you start your search for a financial advisory firm or an individual financial advisor, you’ll typically be working with a primary advisor, often supported by a team and the resources of their firm. The real difference lies in where your search begins.
Starting with a financial advisory firm is a top-down approach: you identify a firm that aligns with your needs, and then you’re typically matched with one of their advisors. This can be a great option if you value the firm’s overall reputation or specialized services.
On the other hand, beginning with an individual financial advisor is a bottom-up approach: you choose a specific advisor based on their credentials, personality, or niche/expertise, and then become introduced to the broader firm they’re affiliated with unless they operate truly on their own.
Both paths could lead to similar experiences working with financial advisors at wealth management firms in terms of support and services, so the better approach depends on whether you prefer to prioritize the firm as a whole or start by connecting with a specific advisor who resonates with you personally. Wealthtender offers directories to help you search either way.
What should I look for when choosing a financial advisory firm?
The “best” financial advisory firm for you depends on your unique financial situation and goals. Some people prefer large, well-known national firms for their comprehensive services, while others may find a boutique or specialized firm offers more personalized attention and niche expertise. Wealthtender’s directories helps you compare advisory firms and individual advisors based on their client reviews, services offered, specialties, and more, making it easier to find a wealth management firm or advisor that’s right for you.