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Find a Specialist Financial Advisor

Find an advisor who specializes in serving people like you

Browse specialist advisors by category, based on your life stage, occupation, employer, specific planning needs, and more.

The leading independent specialist advisor directory with verified client reviews.

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About this directory

Wealthtender is the leading independent financial advisor directory with verified client reviews, 250+ ways to find an advisor across specialist categories based on occupation, employer, life stage, advisor credentials, investing styles, and more, all free to search with no personal information required.

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Life stage Occupation Planning Investing Employer Compensation & business Identity & community How you pay Credentials Affiliations

Find Specialist Financial Advisors Based On Your Occupation, Employer, Life Stage, and More

Choose a category below to explore advisors who focus on people just like you. Every guide links to specialists you can compare, no matter where you or your advisor lives.

Lifestyle
Cross-Border Canadians Digital Nomad F.I.R.E. / Retiring Early Golf Lovers Ironman Athletes Liveaboard Cruisers Outdoor Enthusiast Travel Lovers US Expats US Expats in Europe
Ethnicity
African American Asian American Hispanic / Latino American Indian-Americans Russian-Speaking Americans
Where you work
AbbVie Aberdeen Proving Ground Adobe Advanced Micro Devices Advocate Aurora Health System Air Force Alphabet (Google) Amazon American Airlines American Honda Motor Amgen Anthropic Apple Applied Materials Arcadia Arizona Public Service Company Aspen Dental Atrium Health AT&T BlackRock Boeing Boston Scientific Chevron Cleveland Clinic Cigna Colgate Comcast Compass (Real Estate) Con Edison Corning Dallas / Fort Worth First Responders Dell Technologies Delta Dimensional Fund Advisors (DFA) Duolingo Disney EOG Resources FirstEnergy Corp Garmin Gartner General Motors Google Grady Health Home Depot HP Husch Blackwell IBM Intel Itron Johns Hopkins University Johnson & Johnson L3Harris Leidos Lyra Health Lockheed Martin Los Angeles Police / Fire Departments Lowe’s Home Improvement Mass General Brigham Mayo Clinic Medtronic Merck Meta Micron Technology Microsoft New Mexico Public Employees (PERA) Nike Novartis Nutrien NVIDIA NXP Semiconductors OpenAI Oracle Oregon Public Employees Oxy (Occidental) PA State System of Higher Education Palantir Pfizer PGA of America Providence Health & Services PSEG Qualcomm Piedmont Healthcare Prisma Health Rakuten Raytheon Technologies Re/Max Alliance Sherwin Williams Silicon Labs SoCal Gas & SEMPRA Southern California Edison SpaceX Spotify State University of New York (SUNY) T-Mobile Target TechnipFMC Tesla UnitedHealth Group University of Central Missouri University of North Carolina, Chapel Hill University of North Carolina System University of Texas University of Vermont USAA Verizon Walmart WEC Energy Group
Small business owners
Business Owner Construction Business Owner Online Business Owner Selling a Business Setting Up Employee Benefits Starting a New Business Woman Business Owner
How you pay for financial advice
Advice Only Asset-Based Fee Fee-Only Flat Fee Hourly Subscription
Additional specialties
Advisors Who Use Visual Tools
Online financial advisors
Virtual Advisors
Advisors with specialist credentials
Accredited Asset Management Specialist (AAMS) Accredited Estate Planner (AEP) Accredited Financial Counselor (AFC) Accredited Investment Fiduciary (AIF) Accredited Portfolio Management Advisor (APMA) Accredited Wealth Management Advisor (AWMA) Behavioral Financial Advisor (BFA) Certificate in Blockchain and Digital Assets (CBDA) Certificate in Investment Performance Measurement (CIPM) Certification in Long-Term Care (CLTC) Certified College Financial Consultant (CCFC) Certified College Planning Specialist (CCPS) Certified Digital Asset Advisor (CDAA) Certified Divorce Financial Analyst (CDFA) Certified Exit Planning Advisor (CEPA) Certified Financial Planner (CFP) Certified Financial Therapist Certified Financial Transitionist (CeFT) Certified Investment Management Analyst (CIMA) Certified Kingdom Advisor (CKA) Certified Plan Fiduciary Advisor (CPFA) Certified Private Wealth Advisor (CPWA) Certified Public Accountant (CPA) Certified Student Loan Professional (CSLP) Chartered Advisor in Philanthropy (CAP) Chartered Alternative Investment Analyst (CAIA) Chartered Financial Analyst (CFA) Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Chartered Retirement Planning Counselor (CRPC) Chartered Special Needs Consultant (ChSNC) Chartered SRI Counselor (CSRIC) Enrolled Agent (EA) Life Underwriter Training Council Fellow (LUTCF) National Social Security Advisor (NSSA) Personal Financial Specialist (PFS) Registered Life Planner (RLP) Retirement Income Certified Professional (RICP)

Our goal is to empower you with the information you need to make more informed and educated hiring decisions. Wealthtender does not provide investment or legal advice through this website, we leave that to the pros. 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.

Find a Financial Advisor Near You Questions to Ask an Advisor Are You a Financial Advisor?

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.

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Joe Petry, PhD, CFP®, EA, CRPC® Mayfair Financial Tax smart retirement planning and asset management for a flat fee
Kirkwood, MO Nationwide
19 Certified Advisor Reviews™
Opal Wealth Advisors logo and branding with the text: “Aligning Your Wealth With What Matters Most” on a blue background with green and blue circular design elements.
Lee Korn, CPWA® Opal Wealth Advisors Financial Advisor & Principal | Serving Entrepreneurs & High-Net-Worth Families
Jericho, NY Nationwide
9 Certified Advisor Reviews™
Charles Stephen company logo with the tagline 'The first names in finance,' established in 1983, and an orange seal displaying the company’s name and founding year.
Kevin A. Brown, CLU®, ChFC® Charles Stephen Helping People in the Y.O.Y.O. (You’re On Your Own) Economy
Albuquerque, NM Nationwide
9 Certified Advisor Reviews™
A person's hand arranging letter tiles spelling 'hello' on a chalkboard next to a heart symbol, with a cup of coffee on a wooden table, conveying a warm and welcoming message.
Jesse Carlucci, CFP®, Ph.D Arrow Investment Management Family financial planner focused on investing, retirement, & estate planning
Oklahoma City, OK
0 Certified Advisor Reviews™
A teal and white banner with the logo and text for
Jim Charles, CFA, CFP® Sanctuary Financial Planning Worry less. Live more.
Charlotte, NC Nationwide
19 Certified Advisor Reviews™
Elegant black and white logo of
Daniel Bishop, CFP®, CEPA®, CPBA™, CDAA™ Black Swan Advisors, LLC Business Value Growth Advisor, Total Wealth Financial Planner, Advice Only
Mount Vernon, IL Nationwide
0 Certified Advisor Reviews™
Dark teal banner with two diagonal gold lines. The logo of OnePoint BFG Wealth Partners, featuring an orange starburst icon, is displayed prominently in white and gold text.
Sean McCarthy, CFP®, ChFC®, RICP® OnePoint BFG Wealth Partners Financial planning for tech execs, retirees and business owners
Eagle, ID Nationwide
10 Certified Advisor Reviews™
Logo with
Tim Cantrell, CFP® Applied Capital Personal investment management and financial planning for committed investors.
Nashville, TN Nationwide
28 Certified Advisor Reviews™
Logo for Western Reserve Capital Management featuring a maroon pillar with a gold stylized leaf design on top, set against a white background with maroon diagonal borders.
Gage Paul, CFP®, RICP®, EA Western Reserve Capital Management Fiduciary Financial Advisors Serving Northeast Ohio | Fee-Only
Hudson, OH Nationwide
13 Certified Advisor Reviews™
A minimalist logo for Hyla Financial features a stylized mountain and winding path inside a square, with the company name in uppercase letters on a two-tone maroon and cream background.
Claire Thornton, CFP®, MST Hyla Financial Guiding Women Through Pivotal Life Transitions | Fee-Only Fiduciary Planner
Scottsdale, AZ Nationwide
0 Certified Advisor Reviews™
A banner for Aligning Wealth displays the website www.aligningwealth.com and offers comprehensive financial planning and tax-efficient investment management, with a modern geometric background.
Jenna VanLeeuwen, CFP® Aligning Wealth Transform your success into a rewarding next chapter.
Jersey City, NJ Nationwide
0 Certified Advisor Reviews™
A sleek logo of
The Goff Financial Group Fee-Only | Fully Independent | Fiduciary
Houston, TX Nationwide
0 Certified Advisor Reviews™
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Frequently Asked Questions

What makes a financial advisor “trusted”?
A trusted financial advisor typically earns positive client feedback over time, operates transparently, and clearly explains how they’re compensated. On Wealthtender, trust is reflected through Certified Advisor Reviews™ that combine insights into the client experience and character of advisors with important disclosures about each reviewer to ensure you gain the transparency you deserve when your life savings could be at stake.

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™
What are Certified Advisor Reviews™?
Certified Advisor Reviews™ from Wealthtender help consumers make smarter hiring decisions when choosing a financial advisor.

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™
Can I find fiduciary financial advisors on Wealthtender?
Yes, you’ll find hundreds of fiduciary financial advisors on Wealthtender. Fiduciary financial advisors must act in their clients’ best interest. Before hiring an advisor, always ask if they will act in your best interest as a fiduciary.

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
Can I find fee-only financial advisors on Wealthtender?
Yes, you’ll find hundreds of fee-only financial advisors on Wealthtender. Fee-only financial advisors are paid directly by their clients. Since they aren’t compensated based on the products and services they recommend (e.g., commissions), their compensation model helps reduce potential conflicts of interest.

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
What distinguishes Wealthtender Voice of the Client Awards™ from other advisor recognition programs?
Wealthtender’s Voice of the Client Awards™ recognize financial advisors and wealth management firms that consistently receive superior client reviews. Unlike award programs with ranking factors that favor financial institutions with the most assets and the fastest revenue growth, the Wealthtender Voice of the Client Awards provide both local financial advisors who choose to remain small and large wealth management firms with the opportunity to be recognized on a metric that matters more to consumers – actual client feedback reflecting the quality of their experience. Learn More About Voice of the Client Awards™
I’m a financial advisor. How do I get listed on Wealthtender?
Wealthtender helps financial advisors and wealth management firms attract ideal clients through a verified profile, Certified Advisor Reviews™, specialist directory listings, and AI search visibility — all for a low monthly cost. Learn more and get started at the link below. Grow Your Practice with Wealthtender

Certified Advisor Reviews - Wealthtender Find Financial Advisors with Reviews

Make smarter hiring decisions when choosing a financial advisor with Certified Advisor Reviews™ from Wealthtender.