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.

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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.

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.

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,

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

Your Trusted Source for Verified Financial Advisors Across USA

Easily find licensed and vetted financial experts near you—certified by FINRA, SEC, and other regulatory bodies.

Over 52,000 verified financial advisors listed across all 50 states.

Testimonials and Ratings

What our users are saying about their advisor experience.

Frequently Asked Questions

What is a verified financial advisor?

A verified financial advisor is a professional whose credentials, licenses, and regulatory status have been reviewed and confirmed by trusted organizations such as the SEC, FINRA, or state securities boards.

How do I know if an advisor listed here is legitimate?

Each advisor on our platform is vetted through public databases like FINRA’s BrokerCheck or the SEC’s IAPD. We also cross-check certifications like CFP® and other licenses.

Is this service free to use?

Yes! Searching for and viewing financial advisor profiles on our website is completely free for users.

What type of financial advisors are listed here?

Our directory includes a range of professionals—Certified Financial Planners (CFPs), Registered Investment Advisors (RIAs), retirement planners, tax specialists, and more.

Can I search by state or service type?

Absolutely. You can filter advisors by location, type of service offered (e.g., retirement planning, wealth management), years of experience, and certifications.

Do you show client reviews or ratings?

Some profiles may include client testimonials, peer endorsements, or ratings based on public performance and transparency data.

Are all advisors fiduciaries?

Not all. However, we clearly indicate whether an advisor is held to a fiduciary standard—meaning they are legally required to act in your best interest.

How often is the advisor information updated?

We regularly update our listings and sync with regulatory databases to ensure accuracy. Advisors can also update their profiles upon re-verification.

Can I contact an advisor directly from the website?

Yes. Most profiles include direct links to the advisor’s website, booking form, email, or phone number so you can reach out easily.

What should I look for when choosing a financial advisor?

Look for licensing (SEC or FINRA registration), certifications (e.g., CFP®), years of experience, client focus, and whether they operate as fee-only or commission-based. You can learn all this from their profile on our platform.