Find Your Verified Financial Advisor
Everyone needs a financial advisors, Our job is to help you find verified financial advisors
Shila M.
Independent
Financial Advisor
since 2016
Find Your Verified Financial Advisor
Everyone needs a financial advisors, Our job is to help you find verified financial advisors
Shila M.
Independent
Financial Advisor
since 2016
Search Verified Financial Advisors
Find trusted experts to guide your financial journey.
Explore our network of thoroughly vetted financial advisors, licensed and verified through FINRA and the SEC. Whether you’re planning for retirement, managing wealth, or starting a new business, the right advisor is just a search away.
Top Verified Financial Advisors
Only the most trusted, experienced, and client-recommended professionals.
Browse a curated list of elite financial advisors who have demonstrated excellence in service, compliance, and results. Each advisor is thoroughly vetted and rated for credibility and performance.
Lyon Polk
Founder and Managing Partner of The Polk Wealth Management Group at Morgan Stanley
Lyon has been recognized yearly from 2009 to 2025 as one of Barron’s top 25 financial advisors in the US, and in 2018, 2019, 2020, 2021, 2023, and 2025 was ranked #1 in the country.
Lyon Polk
Founder and Managing Partner of The Polk Wealth Management Group at Morgan Stanley
Stephanie J. Stiefel
Managing Director & Senior Wealth Advisor Neuberger Berman
Stephanie J. Stiefel, CPA, Managing Director, joined Neuberger Berman in 1990. Stephanie is the Head of Client Development for the Straus Group, within the firm’s Private Asset Management division.
Stephanie J. Stiefel
Managing Director & Senior Wealth Advisor Neuberger Berman
- Phone:+1 (212) 476-5752
- Email:sstiefel@nb.com
Brenna Saunders
Wealth Manager Creative Planning
Brenna serves as a Partner and Wealth Manager on Creative Planning’s ultra-affluent team, working with some of the highest net worth families at the firm. Her team includes Creative Planning CPAs, estate planning attorneys, tax attorneys,
Brenna Saunders
Wealth Manager Creative Planning
David Karp
Founding Partner & Senior Managing Director Cresset
David Karp is a Co-Founder and Senior Managing Director at Cresset, a multi-family office and private wealth management firm with over $65B assets under management.* Cresset serves the unique advisory needs
David Karp
Founding Partner & Senior Managing Director Cresset
- Phone:+1 (703) 468-2700
- Email:dkarp@cressetcapital.com
Your Trusted Source for Verified Financial Advisors Across USA
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Over 52,000 verified financial advisors listed across all 50 states.
Testimonials and Ratings
What our users are saying about their advisor experience.
I was overwhelmed trying to find a trustworthy advisor after my divorce. This platform made it simple. I found a CFP® near me who understood my situation and helped me rebuild my finances. Highly recommend!
I run a small business and needed advice on retirement planning and taxes. I used this site and connected with a licensed RIA who’s been a game-changer. Knowing he’s verified by FINRA gave me peace of mind.
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It took me just 5 minutes to search, filter by service, and book a consultation. I liked that all the advisors here are vetted—I didn’t have to second-guess if I could trust them. I’ll be recommending this to everyone I know.
