All Listed Advisors are Fiduciaries

Find the Right Financial Advisor

Compare fees, credentials, and histories across 400,000+ fiduciary advisors—powered by 25 years of SEC filings. No login required.

400K+Fiduciary Advisors
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What Does "Fiduciary" Mean?

Unlike brokers or insurance agents who may recommend products that pay them higher commissions, Registered Investment Advisors are bound by law to put your interests first. This fiduciary duty means they must disclose conflicts of interest and recommend what's best for you—not what's most profitable for them.

Know What You'll Pay

See actual fee schedules from SEC brochures. Calculate your estimated annual cost before reaching out.

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Fee structure table with fee estimator

Check Credentials

See designations like CFP and CFA, years of experience, and any disciplinary disclosures—all from SEC records.

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CompensationFee-OnlyFee-BasedCommission
Experience15 Years
DesignationsCFPCFACPA
DisclosuresClean Record

Find the Right Fit

Filter by average client portfolio, firm size, areas of practice, and compensation type to find advisors who serve clients like you.

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Avg Client Portfolio$850K
Firm Size12 Advisors
SpecialtiesRetirementTax Planning
Minimum Investment$250K

How It Works

1

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2

Compare

Review fees, credentials, and fit.

3

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Do You Even Need a Financial Advisor?

Honestly? Not everyone does. Here's how to know.

You Might NOT Need One If...

  • Your finances are straightforward (single income, no complex assets)
  • You're comfortable managing index funds yourself
  • You have time to learn and enjoy personal finance
  • Your employer 401(k) has good target-date funds

Consider low-cost index funds and robo-advisors instead—they charge 0.25% or less.

You Probably DO Need One If...

  • You're approaching retirement and need a withdrawal strategy
  • You have complex taxes (business income, RSUs, inheritance)
  • You want comprehensive planning (estate, insurance, college)
  • You'd rather delegate and focus on other things

A good advisor can save you money through tax optimization alone.

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