Find Your Perfect Financial Advisor
Connect with qualified financial advisors who match your specific needs. Search by location, credentials, specializations, and more. Completely free.
Why Choose AdvisorList?
A comprehensive platform to find and connect with qualified financial advisors.
Looking for a CFP and CPA
Need help with my RSUs
Want to meet virtually
Advanced Search & AI Matching
Find advisors using powerful filters or describe your situation in plain language. Our AI matches you with advisors who fit your exact needs.
Professional Profiles
Advisor profiles include credentials, specializations, fee structures, and verification details where available.
CFP®, CFA®, CPA
Search by Location or Virtual
Find advisors in your area with radius search, or connect with advisors nationwide who offer virtual meetings.
Filter by Everything That Matters
Search by fee structure, credentials, specializations, life stage focus, tax services, investment philosophy, and more. Find exactly what you need.
How It Works
Finding the right financial advisor has never been easier. Our platform is completely free for consumers.
Search for Advisors
Browse through our network of financial advisors. Filter by location, specialization, and experience to find the perfect match.
Review Profiles
Read detailed profiles, check certifications, and review services and disclosures. Get to know your potential advisor before reaching out.
Book a Consultation
Schedule a free consultation directly through the platform. Meet with advisors to discuss your financial goals.
Start Your Journey
Begin working with your chosen advisor to create a personalized financial plan tailored to your goals.
Frequently Asked Questions
Everything you need to know about finding your perfect financial advisor
AdvisorList is free for consumers to search, browse profiles, and contact financial advisors. Advisors pay subscription fees for listings, so you can focus on finding the right advisor without platform fees.
Advisors on our platform provide information about their certifications and licenses. We perform limited verification checks using public regulatory databases where available, but we do not guarantee ongoing license status or endorse any advisor. We recommend that you independently verify credentials before engaging an advisor.
You'll find a diverse range of financial advisors including Certified Financial Planners (CFP®), wealth managers, retirement specialists, investment advisors, tax planners, and estate planning experts. Use our filters to find advisors who specialize in your specific needs.
Not at all! You're free to reach out to multiple advisors, schedule consultations, and meet with as many as you'd like before making a decision. There's no obligation to work with any advisor you connect with through our platform.
Advisors pay a subscription fee to be listed on our platform. How they charge for their services varies - some charge hourly fees, some work on commission, and others charge a percentage of assets under management. You'll discuss their fee structure directly with them during your consultation.
Advisor profiles include information about experience, services, and credentials to help you make an informed decision. We recommend reviewing each advisor's disclosures and verifying credentials via public regulatory databases when available.
While we carefully vet all advisors on our platform, your satisfaction is important. If you're not happy with your advisor, you can always come back to AdvisorList and find a different one - at no cost to you. The relationship between you and your advisor is separate from our platform.
Many advisors offer online booking through their profiles, allowing you to schedule a consultation at your convenience. Response times vary by advisor, but most respond within 24-48 hours. Some advisors may have same-day or next-day availability.
Still have questions?
Contact Support