The trusted way to find and compare financial advisors.
Wealthtender makes it easy to find and compare financial advisors based on fit and real client feedback. You are in control, with intuitive tools to evaluate advisors by specialization, experience, and verified client reviews.
Choose the right financial advisor with confidence
Why settle for the closest advisor when you can find your ideal advisor based on specialization, verified reviews, credentials, fee structure, and fiduciary status?
Real reviews from real clients
Make confident decisions based on authentic client reviews. Wealthtender was the first find-an-advisor platform to feature client reviews so you can make smarter hiring decisions.
Compare local & specialist advisors
Search 850+ advisors by location, credentials, and specializations based on your age, life stage, occupation, and specific planning needs. Find advisors who serve clients just like you.
Contact advisors on your terms
We are not like advisor-matching services that sell your information to the highest bidder. You are always in control to contact only the advisors you choose, when you are ready.
The transparency you deserve
View advisor credentials, specialties, services, client reviews, and pricing all in one place. No hidden information, with clear disclosures on every profile and online review.
Your step-by-step guide
Wealthtender is more than a directory. It is a complete platform for finding, comparing, and connecting with advisors who fit your unique needs.
Define your needs
Retirement, portfolio management, tax strategy, estate planning, debt? Online or in person? Knowing your priorities helps you find the right specialist.
Search by what matters
Use our interactive maps and filters to search by:
- Specialty or planning focus
- Fee structure (fee-only, flat fee, hourly, AUM)
- Credentials (CFP®, CFA, CPA)
- Location (local or nationwide)
- Services offered and client types served
Read reviews
Compare advisors based on authentic feedback. Our Certified Advisor Reviews™ include disclosures and context you will not find on general review platforms.
View profiles
Compare backgrounds, credentials, specialties, investment philosophies, fee schedules, and services. Everything transparent and in one place.
Schedule introductory calls
Almost all advisors offer free initial consultations. Schedule meetings with two or three advisors to find your best fit.
Choose confidently
Make an informed decision based on published advisor details, real client feedback, and your own conversations with advisors.
Our mission is to help people enjoy life more with less money stress by connecting them with trustworthy financial 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.
The advisors you will find on Wealthtender
Explore a diverse range of financial advisors and wealth management firms, including:
- Fiduciary advisors committed to acting in clients’ best interests
- CFP® professionals with advanced financial planning credentials
- Fee-only advisors compensated solely by their clients
- Advisors for growing families, pre-retirees, and business owners
- Specialists by life stage, occupation, ethnicity, lifestyle, and religion
- Highly rated advisors with positive client reviews
- Firms of all sizes, available to meet in person or online
- Fee-based advisors offering insurance and alternative investments
Real reviews. Real clients. Real transparency.
Before Wealthtender, no find-an-advisor platform featured client reviews.
Just a few years ago, you could read reviews for restaurants, dentists, and hotels, but not for the professionals managing your retirement savings. We changed that in 2021 by becoming the first platform to collect and publish authentic financial advisor reviews designed specifically for compliance with industry regulations.
Every review about a financial advisor on Wealthtender discloses:
- The relationship of the reviewer to the advisor (for example, client or not)
- Whether the reviewer was compensated for their review
- Any material conflicts of interest
of Americans want to read online reviews about a financial advisor before choosing one.
Source: Wealthtender 2025 Study of $100K+ Households Seeking Financial Advice.
Awards for what matters most
Most industry awards celebrate advisors for being the largest or growing the fastest, metrics that matter to business owners, not clients. We take a different approach.
- Assets under management (AUM) and firm size
- Revenue growth and firm profitability
- Self-nominations and pay-to-play models
- Average client rating of 4.75 or higher (1 to 5 scale)
- Based exclusively on client feedback
- Clients receive no compensation for their reviews
How Wealthtender works, with complete transparency
Unlike lead-generation platforms that profit from sending your contact information to multiple advisors, advisors pay Wealthtender a flat monthly or annual fee for directory inclusion and digital marketing benefits.
What we don’t do
- Charge per lead or client introduction
- Accept pay-per-click advertising from advisors
- Rank advisors based on who pays more
- Sell your contact information to multiple advisors
How search results work
- Relevance to your search criteria
- Specialist filters (credentials, services, client types)
- Geographic proximity, when location matters
- Quality indicators (reviews, credentials, experience)
Browse privately
Search and compare advisors without providing your contact information. Your privacy is protected until you are ready.
No forced sharing
We do not share your information with advisors unless you explicitly choose to. No surprise calls or emails.
Direct contact
When you find an advisor who fits, you reach out directly through their profile. Simple and on your terms.
Multiple options
Compare as many advisors as you want. Decide based on your own conversations and research, not pressure.
Helping financial advisors grow and thrive
More than 850 advisors and wealth management firms partner with Wealthtender for digital marketing tools and compliant online reviews that turn more prospects into clients, optimized for traditional search engines and AI-powered answer platforms like ChatGPT, Perplexity, and Google AI Overviews.
Certified Advisor Reviews™
The first online review platform designed for SEC/FINRA compliance. Collect and display testimonials on Wealthtender, your own website, and optimized for Google and AI answers.
Answer Engine Optimization (AEO)
Beyond SEO, your profile is built to help you appear more frequently and prominently in AI-powered search tools.
Voice of the Client Awards™
Advisors with consistently exceptional reviews gain recognition that builds trust with prospects and sends trust signals to AI platforms.
AI-Optimized FAQs
You share your expertise. We implement FAQ schema markup so AI answer engines can easily find and cite you in responses to consumer questions.
What you get
- Profile on the #1 independent find-an-advisor website (500K+ annual visitors)
- Domain authority advantage that strengthens SEO and AEO
- Featured in local and specialist directories
- Compliant reviews and testimonial marketing toolkit
- Opportunities to get quoted in popular media outlets
- Testimonial Marketing Studio™ for compliant social content
- Done-for-you setup
Plans start at $49/month. No long-term commitment. Free done-for-you setup.
Founded to help people find professionals they can trust
Founded in 2019 and proudly based in Austin, Texas, Wealthtender was born from a frustrating realization: finding trustworthy financial professionals was unnecessarily difficult. So we set out to change the industry for the better.
Wealthtender is founded in Austin, Texas
Built on the belief that consumers deserve a better, more transparent way to find and compare financial advisors based on fit, not who pays the most for placement.
The first platform to publish compliant advisor reviews
When the SEC Marketing Rule took effect, Wealthtender became the first find-an-advisor platform to feature authentic client reviews, with required disclosures on every review and a review system built from the ground up for SEC/FINRA compliance.
A new kind of award, and industry recognition
We launched the Voice of the Client Awards™, the industry’s first awards based exclusively on exceptional client reviews. The same year, Wealthtender earned the InvestmentNews 5-Star Technology Award and a ThinkAdvisor Luminaries Award.
Built for the age of AI search
The first advisor digital marketing platform built for AI optimization, helping advisors get found and cited by AI answer engines while helping consumers make confident, informed decisions.
The people behind Wealthtender
With over 25 years in financial services, Brian is applying his experience and passion to help more people enjoy life with less money stress. He and his wife live in Austin, Texas. Learn more →
A wealthtech growth expert and founder of Diana Cabrices Consulting, Diana is a leading voice on the value of digital marketing for financial advisors.
Lead developer with 15+ years in front-end development and web design, working in HTML, CSS, JavaScript, PHP, WordPress, Sketch, and Figma.
A fintech marketing professional with a track record helping early-stage ventures in payments, credit, and lending, including Marqeta and BillFloat.
Passionate about cultivating vibrant communities and empowering AGC members to reach new heights. A California native, travel enthusiast, and live-music seeker.
Founder of Define Financial, a fee-only RIA in San Diego, and host of the Stay Wealthy Retirement Podcast.
Founder of RLS Wealth Management in Fishers, Indiana, and the creator behind All About Your Benjamins and The Advisor of Tomorrow.
Owner of My RIA Lawyer, outsourced CCO and general counsel to SEC-registered firms, securities attorney, and educator.
Hi there. Thanks for visiting Wealthtender.
Before launching Wealthtender in 2019, I anticipated an opportunity to make finding and hiring a financial advisor better. At the time, the SEC prohibited advisors from sharing client reviews online. Fortunately, times were about to change.
When the SEC modernized its rules in May 2021, Wealthtender became the very first find-an-advisor website to feature online reviews about financial advisors. Then we went further, creating the industry’s first awards based exclusively on advisors with exceptional client reviews, not firm size, revenue, or self-nominations.
We are not just building a better directory. We are setting new standards for transparency in financial services. As we continue, I would love to hear from you. Whether you are searching for an advisor or you are an advisor looking to grow, I look forward to connecting.
Frequently asked questions
What makes a financial advisor “trusted”?
What are Certified Advisor Reviews™?
Can I find fiduciary financial advisors on Wealthtender?
Can I find fee-only financial advisors on Wealthtender?
What distinguishes the Voice of the Client Awards™ from other advisor recognition programs?
Find a financial advisor you can trust
Browse on your terms, read authentic reviews, and compare local advisors and specialists across the US. Reach out when you are ready. Your information stays private until you decide to connect.