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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

NG

Next Gen Financial Planning

Financial Advisor · San Diego, CA · 2550 5th Avenue

Website: nextgenfinancialplanning.com

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NP

North Park Ventures

Financial Advisor · Chicago, IL · 1532 West Chicago Avenue

Website: northparkventures.com

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NS

Numis Securities

Financial Advisor · New York, NY · 575 5th Avenue

Website: numis.com

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OF

OneMain Financial

Financial Advisor · Austin, TX · 1212 West Parmer Lane

Hours: Mon 09:00-17:30; Tue 09:00-19:00; Wed-Fri 09:00-17:30

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OF

Oxen Financial Services

Financial Advisor · Houston, TX · 440 Louisiana Street

Hours: Mon-Sat 08:00-20:00; Sun 12:00-18:00

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P

PLS

Financial Advisor · New York, NY · 1838 Nostrand Avenue

Website: pls247.com

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P

PaymentCloud

Financial Advisor · Los Angeles, CA · 16501 Ventura Boulevard

Hours: Mon-Fri 05:00-18:00, Sat 05:00-17:00, Sun 08:00-17:00

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P

Payomatic

Financial Advisor · New York, NY

Hours: Mon-Wed 07:00-21:00; Thu-Fri 07:00-22:00; Sat 07:00-21:00; Sun 08:00-20:00

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PC

Pennsylvania Commercial Collections Agency

Financial Advisor · Philadelphia, PA · 1308 South Carlisle Street

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

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PG

Precision Global Corporation

Financial Advisor · Dallas, TX · 9330 LBJ Freeway

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

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PP

Pro Public Adjusters, LLC

Financial Advisor · Los Angeles, CA · 5777 W Century Blvd

Hours: Mon-Fri 08:00-18:00

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QL

QC Lending, LLC

Financial Advisor · Charlotte, NC · 1800 Camden Road

Website: qclending.com

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QR

Quadrant Regulatory Group

Financial Advisor · New York, NY · 122 East 42nd Street

Website: quadrantregulatory.com

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RC

Republic Capital

Financial Advisor · New York, NY

Hours: Mon-Thu 09:00-17:00; Fri 09:00-16:00

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RC

River City Bail Bonds

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

Hours: 24/7

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RF

River Financial

Financial Advisor · Columbus, OH · 80 East Rich Street

Website: river.com

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SB

S.S. Brokerage

Financial Advisor · New York, NY · 37-42 72nd Street

Website: ssbrokerageinc.com

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SF

SVB Financial Group

Financial Advisor · New York, NY · 387 Park Avenue South

Website: svb.com

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SW

Sentinel Wealth Management

Financial Advisor · San Diego, CA · 1455 Frazee Road

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

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SV

Silicon Valley Financial Group

Financial Advisor · San Jose, CA · 950 South Bascom Avenue

Website: svfg.com

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SW

SurePath Wealth Management

Financial Advisor · Austin, TX · 11801 Domain Boulevard

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

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TC

Technology Credit Corporation

Financial Advisor · San Jose, CA

Website: creditcorp.com

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TF

TenX Funding

Financial Advisor · New York, NY · 178 Columbus Avenue

Website: tenxfunding.com

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TC

Texas Commercial Collections Agency

Financial Advisor · Houston, TX · 7821 East Magnolia Street

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

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T4

The 401K man.com

Financial Advisor · Chicago, IL · 107 West Van Buren Street

Hours: 24/7

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TP

The Potempa Team - OneTrust Home Loans

Financial Advisor · Phoenix, AZ · 5450 East High Street

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

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TS

The Schlichting Group

Financial Advisor · Dallas, TX · 5580 Peterson Lane

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

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TD

Tom Daoust - Prudential Financial

Financial Advisor · Charlotte, NC · 2701 Coltsgate Road

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

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UB

U.S. Bank

Financial Advisor · San Diego, CA · 7807 Girard Avenue

Website: usbank.com

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UP

United Planners Financial Services

Financial Advisor · San Jose, CA · 3150 Almaden Expressway

Website: unitedplanners.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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