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Financial Advisors Directory

Money decisions feel easier with a plan. Financial advisors help with retirement savings, investing, college funding, insurance needs, and tax-aware strategies, and they keep you on track when markets or life circumstances shift.

This financial advisors directory lists practices by city using public data. If you are comparing the best financial advisors, the first question is how they get paid, since that shapes the advice you receive. Look near you for advisors who work with people in your stage of life, whether early career, nearing retirement, or running a business. Meet two or three and see who listens carefully and explains things in plain language. Bring recent statements to a first meeting.

Find financial advisors by city

Featured & independent financial advisors

AB

AMP Business Valuations

Financial Advisor · Chicago, IL · 332 S Michigan Avenue

Hours: Mon-Fri 08:00-17:00

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AF

Accountable Financial Management Corp.

Financial Advisor · New York, NY · 501 Main St, #C

Hours: Mon-Fri 10:00-18:00

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AF

Advance Funds Network

Financial Advisor · New York, NY · 464 Kings Highway

Hours: 24/7

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AC

Alamo City Bail Bonds

Financial Advisor · San Antonio, TX · 323 South Frio Street

Hours: Mon-Sun 12:00-24:00

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AP

Anthony Pinto: Primerica - Financial Services

Financial Advisor · New York, NY · 978 East Gun Hill Road

Hours: Mon-Sun 08:00-20:00

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AM

Ares Management

Financial Advisor · Los Angeles, CA · 1800 Avenue of the Stars

Website: ares.com

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AC

Arive Capital Markets

Financial Advisor · New York, NY

Website: arivecapital.com

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AC

Ascentium Capital

Financial Advisor · Houston, TX · 23970 Highway 59 North

Website: ascentiumcapital.com

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AC

Austin Capital Mortgage

Financial Advisor · Austin, TX · 3801 3801 N Capital of Texas Hwy, J-230

Hours: Mon-Fri 08:00-17:30

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AW

Avantax Wealth Management

Financial Advisor · Dallas, TX · 3200 Olympus Boulevard

Website: avantaxwealthmanagement.com

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B

BetterWealth

Financial Advisor · San Jose, CA · 1475 Saratoga Avenue

Website: betterwealth.us

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BP

Bitcoin Prophets

Financial Advisor · Austin, TX · 2025 Guadalupe Street

Website: bitcoin-prophets.com

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BC

Bowery Capital

Financial Advisor · New York, NY · 123 Lafayette Street

Hours: Mon-Fri 09:00-17:00

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BI

Brandes Investment Partners, L.P.

Financial Advisor · San Diego, CA · 4275 Executive Square

Hours: Mon-Sun 09:00-17:00

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BB

Bridge Bank

Financial Advisor · San Jose, CA · 55 Almaden Boulevard

Website: westernalliancebancorporation.com

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BJ

Brighton Jones

Financial Advisor · Chicago, IL · 171 North Aberdeen Street

Hours: Mon-Fri 08:00-17:00

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BJ

Brighton Jones

Financial Advisor · Dallas, TX · 5956 Sherry Lane

Hours: Mon-Fri 08:00-17:00

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BJ

Brighton Jones

Financial Advisor · Los Angeles, CA · 2029 Century Park East

Hours: Mon-Fri 08:00-17:00; Sat-Sun closed

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C

CFSC

Financial Advisor · New York, NY · 358 West 145th Street

Hours: 24/7

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CM

Canopy Mortgage

Financial Advisor · Jacksonville, FL · 10151 Deerwood Park Blvd

Hours: Mon-Sun 08:00-21:00

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C

Caprock

Financial Advisor · Austin, TX · 3600 North Capital of Texas Highway

Hours: Mon-Fri 08:00-17:00

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C

Caprock

Financial Advisor · Chicago, IL · 150 North Riverside Plaza

Hours: Mon-Fri 08:00-17:00

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CF

Centric Financial Group

Financial Advisor · Columbus, OH · 4016 Townsfair Way

Website: centricfinancialgroup.com

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CM

Chicago Mercantile Exchange

Financial Advisor · Chicago, IL · 20 South Wacker Drive

Website: cmegroup.com

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CM

Churchill Management Group

Financial Advisor · Los Angeles, CA · 5900 Wilshire Boulevard

Website: churchillmanagement.com

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CS

Credit Sage Chicago

Financial Advisor · Chicago, IL · 440 North Wabash Avenue

Hours: 24/7

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CI

CryptoWallet IRA

Financial Advisor · Los Angeles, CA · 21700 Oxnard Street

Website: cryptowalletira.com

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DD

DS Drelich & Associates

Financial Advisor · Jacksonville, FL · 7077 Bonneval Road

Hours: Mon-Fri 09:00-16:00

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D

Dimensional

Financial Advisor · Charlotte, NC

Website: dimensional.com

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EF

Elevate Financial Solutions

Financial Advisor · San Jose, CA · 1275 South Winchester Boulevard

Website: elevatefs.com

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How to choose a financial advisor

  • Ask whether they act as a fiduciary at all times, and request their Form ADV or check them through the SEC Investment Adviser Public Disclosure site and FINRA BrokerCheck.
  • Understand how they are paid. Fee-only, commission, and hybrid models create different incentives, and you should get the full fee schedule in writing.
  • Look for relevant credentials, such as CFP, and ask about their typical client so you know whether your goals and account size match their experience.
  • Walk away from guaranteed returns, pressure to move money quickly, or products they cannot explain simply. Legitimate advisors welcome questions and give you time.

Frequently asked questions

How do I find a good financial advisor near me?

Search your city for advisors who serve people in your situation, then check their records on FINRA BrokerCheck and the SEC adviser database. Meet a few, ask how they are paid, and pick the one who explains their approach clearly.

How much does a financial advisor cost?

Costs vary by model. Some charge a percentage of assets, some a flat or hourly fee, and some earn commissions on products. Ask each advisor for a written fee schedule so you can compare the total cost of working together.

What is a fiduciary financial advisor?

A fiduciary is legally required to act in your best interest. Not every professional who gives financial advice is held to that standard in all situations, so ask directly and get the answer in writing before you hire anyone. You can look up an advisor's registration and any disclosed disciplinary history on the free SEC and FINRA tools mentioned earlier.

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