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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

UM

University Mortgage Corporation

Financial Advisor · San Jose, CA · 1101 South Winchester Boulevard

Website: universitymortgage.com

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UL

Uplift Legal Funding

Financial Advisor · San Diego, CA · 614 5th Avenue

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

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WD

Wellspring Divorce Advisors

Financial Advisor · San Diego, CA · 703 Palomar Airport Rd

Hours: Mon-Fri 07:00-17:00

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W

WorkPlaceCredit

Financial Advisor · Jacksonville, FL · 6620 Southpoint Drive South

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

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WF

World Financial Group

Financial Advisor · New York, NY · 56 East Broadway

Website: worldfinancialgroup.com

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X

Xccept

Financial Advisor · Dallas, TX · 5956 Sherry Lane,

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

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P

paysley

Financial Advisor · Los Angeles, CA · 16501 Ventura Boulevard

Hours: Mon-Fri 06:00-18:00; 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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