Find Financial Advisors with Reviews
About This Directory
Every financial advisor in this directory has earned Certified Advisor Reviews™ and adheres to Wealthtender’s strict disclosure requirements. Learn why this matters.
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.)
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The Financial Advisors in This Directory Have Earned Certified Advisor Reviews™
According to Wealthtender’s 2025 research, 83% of consumers want to read online reviews before hiring a financial advisor — yet for decades, those reviews simply didn’t exist due to antiquated federal rules that prohibited financial advisors from inviting their clients to share feedback online.
Fortunately, the Securities and Exchange Commission (SEC) modernized its rules in 2021, permitting advisors to collect client feedback and publish it online, subject to important restrictions and disclosure requirements. On May 4, 2021, Wealthtender launched Certified Advisor Reviews™ – the first financial advisor online review directory designed to follow the SEC guidelines.
Today, every advisor in this directory has earned Certified Advisor Reviews™.
Before a review is publicly displayed on Wealthtender, the advisor provides important information about their relationship with the reviewer — whether they’re a current client, former client, or professional acquaintance, and whether any compensation was provided or conflicts of interest exist. This transparency is what separates Certified Advisor Reviews™ from general review platforms and explains why Wealthtender has become a trusted resource for thousands of people each month and frequently cited in AI search tools like ChatGPT and Gemini.
Always look for Certified Advisor Reviews™ to make smarter hiring decisions when choosing a financial advisor.
🔎 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.
How Should You Use Financial Advisor Reviews When Preparing to Hire an Advisor?
Online reviews are one of the most useful tools available to consumers evaluating financial advisors — but not all financial advisor reviews are created equal. Before placing weight on a review, ask yourself:
- Is this review from a current client, former client, or a non-client acquaintance?
- Was the reviewer compensated to write the review — and if so, is that disclosed?
- Does the review include a disclosure of any conflicts of interest?
- Is the review platform designed to comply with federal regulations?
If you can’t answer these questions because the required disclosures aren’t visible, that’s a meaningful red flag — it may indicate the advisor isn’t in compliance with SEC requirements. On Wealthtender, every Certified Advisor Review™ includes these disclosures prominently, so you can evaluate each review with full context.
Beyond disclosures, look for reviews that speak specifically to the advisor’s expertise in areas relevant to your situation. A glowing review from a retiree may be less relevant if you’re a 35-year-old business owner — and vice versa. Use reviews as one input alongside credentials, services offered, fee structure, and a direct conversation with the advisor.
Using Reviews to Evaluate a Financial Advisor
When evaluating a financial advisor, reviews from verified clients offer a window into the real experience of working with that person — not just the polished version presented on their website. On Wealthtender, you can filter advisors by specialization, location, credentials, and fee structure — then read verified client reviews to inform your final decision.
You may also prefer a financial advisor who works with clients online, which significantly expands your options beyond advisors who happen to be nearby.
Writing a Review for a Financial Advisor
If you work with a financial advisor — or have in the past — writing a review is one of the most useful things you can do for people researching the same advisor. Your honest perspective on their expertise, communication style, and how they’ve handled your financial situation gives future clients context they can’t get anywhere else.
How Can I Find Top-Rated Financial Advisors?
Browse the directory above to find financial advisors with Certified Advisor Reviews™. Each advisor’s profile shows their credentials, specializations, fee structure, and location — along with the full text of every verified client review they’ve received. With over 6,000 Certified Advisor Reviews™ now live on the platform, you’ll find meaningful feedback across a wide range of advisor specialties and client situations.
Financial advisors who consistently earn exceptional client reviews may also qualify for the Wealthtender Voice of the Client Highly Rated Advisor Award — recognition reserved for advisors whose review record demonstrates sustained excellence.
Why Wealthtender Is Different
We don’t ask for your zip code — or your personal information.
Most financial advisor matching websites start by asking for your zip code and income details. That information isn’t used to find you the right advisor — it’s sold to advisors who then call and email you without your permission.
Wealthtender works differently. Browse the directory, read over 6,000 verified client reviews, contact advisors directly through their profile, and book a free introductory call — all without your personal information being sold to the highest bidder. Where you live can be a factor in choosing an advisor, but it doesn’t have to be the first thing you enter. The best financial advisor for your situation might be in your city or five states away — and with most advisors now working with clients nationwide via video, geography matters less than fit.
The first advisor review platform designed for SEC Marketing Rule compliance.
Wealthtender is the first financial advisor directory built specifically to comply with federal regulations that financial advisors must follow when collecting and publishing online reviews. That means every review you read on Wealthtender includes required disclosures — whether the reviewer is a client or non-client, whether any compensation was involved, and whether any conflict of interest exists.
General review platforms simply aren’t designed to meet these requirements. Certified Advisor Reviews™ on Wealthtender are independently collected, verified, and displayed with the transparency the SEC requires and that consumers deserve.
Find advisors by what matters most to you — not just location.
The Wealthtender directory includes 100+ categories of specialist advisors organized by occupation, employer, life stage, investment specialty, credentials, religion, lifestyle, and fee structure. Whether you’re a physician, a tech employee with equity compensation, a business owner approaching an exit, or a recently divorced woman rebuilding your financial life — there are advisors on Wealthtender who specialize in exactly your situation.
→ Find a Specialist Financial Advisor
→ Find a Financial Advisor Near You
Certified Financial Planners, fiduciary advisors, and fee-only options — all searchable.
Wealthtender features hundreds of Certified Financial Planners (CFPs), fiduciary financial advisors, and fee-only financial planners — along with advisors who offer flat fee, hourly, and subscription-based pricing models that can be significantly more affordable than traditional percentage-of-assets fees.
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
A Brief History of Financial Advisor Reviews — and the SEC Rule That Changed Everything
For six decades, from 1961 to 2021, the SEC prohibited financial advisors from using client testimonials in their advertising. The intent was consumer protection — preventing advisors from selectively showcasing only their best reviews while burying negative feedback. The unintended consequence was that financial advisors became the only major professional category in America where client reviews essentially didn’t exist publicly.
Doctors, lawyers, accountants, even plumbers — all had publicly searchable client reviews. Financial advisors, who manage some of the most consequential decisions in people’s lives, did not.
In 2019, the SEC acknowledged this gap and proposed a modernized marketing rule. After collecting feedback from more than 90 industry stakeholders and individual investors, the SEC announced its new Marketing Rule on December 22, 2020. It became effective May 4, 2021, the same day Wealthtender launched its Certified Advisor Reviews™ platform.
What the SEC Marketing Rule Requires for Financial Advisor Reviews
The rule permits financial advisors to collect and display client reviews — but only with specific disclosures in place. Key requirements include:
- Clear disclosure of whether a reviewer is a current client, former client, or non-client
- Disclosure of whether the reviewer was compensated, and how
- Disclosure of any material conflicts of interest
These requirements exist to ensure consumers can evaluate reviews with full context — not just a star rating and a first name. Wealthtender built its Certified Advisor Reviews™ platform specifically to satisfy these requirements, making it the first independent advisor review platform designed for full SEC Marketing Rule compliance.
