Prudent financial planning is one of the cornerstones of achieving the American dream, but knowing how to navigate a host of choices ranging from investments and retirement planning to estate and tax issues can be daunting.
Add to that list the often difficult process of finding a qualified, knowledgeable professional to assist in the planning process.
Finding a financial advisor who will suit your individual needs can be tough. Their expertise, qualifications and how they’re compensated can make a big difference in the advice they offer and the products they sell you.
Most people still rely on word of mouth or recommendations from friends or family to find an advisor. But data-driven online tools for selecting and vetting advisors are evolving.
That’s why we’ve launched the U.S. News Advisor Finder, a directory designed to provide unbiased information about financial professionals and advisory firms and help you make the most informed decision about who you’ll work with to achieve your financial goals.
Our database of more than 320,000 active investment advisors and 11,000 advisory firms is tailored to include advisors who offer a wide variety of skills and expertise and work directly with retail investors.
Find advisors using our online tools, which are based on your location, investment and planning needs, as well as advisors’ experience levels, corporate affiliations and more. You can also find maps and contact information, and suggestions for other advisors near you.
Our information about firms and individuals is provided by Financial Media Group and drawn from state and federal regulatory filings, which are submitted to state regulators, the Financial Industry Regulatory Authority and the Securities and Exchange Commission. Information from these filings will be updated quarterly to reflect changes or new filings submitted to and published by regulatory agencies.
A few details about our advisor data: Since our data comes from government filings, information about individual advisors is only as good as what advisors or their firms have provided to regulatory bodies. Some data may be delayed, so we encourage users to research individual advisors and companies at FINRA’s BrokerCheck, use tools provided by the Investment Adviser Public Disclosure website or contact the Investment Adviser Registration Depository.
The U.S. News Advisor Finder complements and expands our existing financial services products, which include the U.S. News Best Funds mutual fund and exchange-traded fund research portals, as well as U.S. News Money articles and objective rankings to help users manage personal finances, plan for retirement or find a job.
For advisors, U.S. News offers an impartial, data-centric look at the services provided. For more information, please contact firstname.lastname@example.org.