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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

EF

Encompass Financial Services

Financial Advisor · San Diego, CA · 12636 High Bluff Drive

Website: encompassfinancial.net

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EE

Eternal Equity Solutions

Financial Advisor · Los Angeles, CA · 5850 West 3rd Street

Website: eternalequitysolutions.com

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EF

Exertus Financial Partners

Financial Advisor · San Jose, CA · 2092 Concourse Drive

Website: exertusfinancialpartners.com

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FF

Farnam Financial

Financial Advisor · Phoenix, AZ · 2415 East Camelback Road

Hours: Mon-Fri 09:00-17:00; Sat, Sun off

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FS

FenixMar Solutions

Financial Advisor · New York, NY · 2919 Fulton Street

Website: fenixmarsolutions.com

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FF

Financial Flexibility Services

Financial Advisor · Houston, TX · 2711 Kismet Lane

Hours: Mon-Fri 08:00-20:00; Sat, Sun 10:00-18:00

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FJ

Financial Journey Partners

Financial Advisor · San Jose, CA · 101 Metro Drive

Website: financialjourney.com

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FC

First Coast Financial Group, Inc.

Financial Advisor · Jacksonville, FL · 3121 Venture Place Ste 2

Website: firstcoastfinancial.com

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FC

Florida Commercial Collections Agency

Financial Advisor · Jacksonville, FL · 1965 Hilltop Blvd

Hours: Mon-Fri 06:00-16:00

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FF

Formula Funding

Financial Advisor · San Diego, CA · 5465 Morehouse Drive

Hours: Mon-Fri 07:00-18:00

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FF

Fort Funding Corp.

Financial Advisor · New York, NY

Website: fortfunding.com

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GF

GIP Funding

Financial Advisor · New York, NY · 6833 Shore Road

Website: gipfunding.com

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GT

Gisella Tomasio - Ameriprise Financial Services, Inc.

Financial Advisor · Chicago, IL · 303 East Wacker Drive

Website: ameripriseadvisors.com

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GW

Grubb Wealth Management

Financial Advisor · Columbus, OH · 454 East Main Street

Hours: Mon-Fri 08:00-16:00

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HF

Hewins Financial Advisors

Financial Advisor · Chicago, IL · 1628 West Irving Park Road

Hours: 08:00-17:00

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HR

Highlands Residential Mortgage

Financial Advisor · Dallas, TX · 12001 North Central Expressway

Website: highlandsmortgage.com

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HF

Houston Finance Co

Financial Advisor · Houston, TX · 1332 Yale Street

Hours: Mon-Fri 08:30-17:30; Sat 08:30-13:00

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HL

Hurst Lending

Financial Advisor · Dallas, TX

Website: hurstlending.com

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IF

ING Financial Holdings Corporation

Financial Advisor · New York, NY · 1333 Avenue of the Americas

Hours: Mon-Fri 07:30-18:00

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IF

Integrated Financial Planning Center

Financial Advisor · Austin, TX · 901 South Mopac Expressway

Hours: Mon-Thu 08:30-17:00; Fri 08:30-15:00

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JA

JTC Americas

Financial Advisor · San Jose, CA · 50 West San Fernando Street

Website: nesfinancial.com

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JC

JTS Check Cashing

Financial Advisor · New York, NY · 217-01 Merrick Boulevard

Website: jtscheckcashing.com

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K

Kayenta

Financial Advisor · New York, NY · 666 3rd Avenue

Website: kayenta.io

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KM

Kingwood Mortgage Guys

Financial Advisor · Houston, TX · 1521 Green Oak Place

Hours: Mon-Fri 08:00-18:00; Sat 13:00-16:00; Sun off

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KC

Kreate Credit

Financial Advisor · Los Angeles, CA · West 7th Street

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

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LW

Loring Ward

Financial Advisor · San Jose, CA · 10 Almaden Boulevard

Website: loringward.com

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MS

Merchant & Son Brokerage

Financial Advisor · New York, NY · 896 Wyckoff Avenue

Hours: Mon-Fri 09:00-18:00; Sat 09:30-13:00

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M

MoneyPatrol

Financial Advisor · San Jose, CA · 3031 Tisch Way

Hours: Mon-Fri 09:00-18:00

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NY

New York Commercial Collections Agency

Financial Advisor · New York, NY · 245-77 62nd Ave

Hours: Mon-Fri 06:00-16:00

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N

Nexagy

Financial Advisor · Charlotte, NC · 1945 J N Pease Place

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

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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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