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

About This Directory

Wealthtender offers the only specialist financial advisor directory with verified client reviews — 250+ specializations across categories spanning occupations, employers, life stages, credentials, investments, and more — all free to search with no personal information required.

Your Occupation
Accountant/CPA
Athlete
Attorney
Author
Corporate Executive
Dentist
Educator
Energy Industry Professional
Engineer
Female Technology Professional
Freelancer
Government Employee
Healthcare Professionals 🩺
MedTech Professionals
Military Officers & Enlisted Personnel
Online Content Creator
Physician
Physician Assistants/Associates
Professional Athlete
Real Estate Agent
Registered Nurse
Technology Professional
Travel Nurse

How You Are Compensated
Equity Compensated Employee
Highly Compensated Employee

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

Where You Work
AbbVie
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
HP
Husch Blackwell
IBM
Intel
Itron
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
Microsoft
New Mexico Public Employees (PERA)
Nike
Novartis
Nutrien
NVIDIA
NXP Semiconductors
OpenAI
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

Religion
Catholic
Christian
Latter-Day Saints

Lifestyle
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

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
Certification in Long-Term Care (CLTC)
Certified College Financial Consultant
Certified College Planning Specialist (CCPS)
Certified Digital Asset Advisor (CDAA)
Certified Divorce Financial Analysts (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

Advisor Affiliations
Cambridge Investment Research
Core Planning
Dynasty Financial Partners
Farther
Focus (Network Firms)
Forefront Wealth Partners
Kestra
LPL
Mariner Independent
OneSeven
Osaic
NAPFA
Savvy Wealth
United Advisor Group
Wealthcare Capital Management
XY Planning Network

.

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.

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.

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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.