Compare Top Financial Advisors
Matched to Your Specific Needs

PERSONALIZED ADVICE. NO MATCH FEE.
NO OBLIGATION TO HIRE.

FINRA/SEC Registered Advisors

Find icon Your Information is Safe and Secure
Find icon Find screened
advisors
Review icon Review matched
profiles
Consult icon Receive free initial
consultation
As featured on
The Washington Post CBS The Wall Street Journal ABC Yahoo

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Financial planning couple

Financial Calculators

Assess your current financial situation with our free calculators

Retirement Expense
Calculator

Check if your retirement income covers your expenses. Are your savings enough?

Calculate

Investment Return Calculator

Taxes and inflation affect your investment. Will you have enough purchasing power?

Calculate
Additional Retirement Calculators
View Calculators
Additional Investment Calculators
View Calculators

Featured Financial Advisors

Search Advisor Directory
Advisor 3
Thomas "Casey" Loper
Financial Advisor from Cornerstone Wealth Management, OK

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...

Read More
View more qualified advisors in Tulsa, OK Right Arrow
Advisor 3
Brian Cummings
CFP®, EA, ChFC®
Financial Advisor from Cummings Wealth Management Group, SC

We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.

Read More
View more qualified advisors in Mount Pleasant, SC Right Arrow
Advisor 3
Pete Chandler
CFP®
Financial Advisor from RMR Wealth Builders, Inc., NJ

At RMR Wealth, our creative solutions can assist in getting your financial life on track. Our skilled advisors are here to help you establish and protect your financial future, from retirement...

Read More
View more qualified advisors in Montclair, NJ Right Arrow
Advisor 3
Joe Pleso
Financial Advisor from Pleso Capital Group, WY

We are a fee-only, independent firm committed to helping our clients achieve their financial goals through a personalized approach. We take the guesswork out of identifying, planning for, and...

Read More
View more qualified advisors in Laramie, WY Right Arrow
Advisor 3
Brian Bisdorf
CRPC®
Financial Advisor from Cedarwood Financial Partners, TX

Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving...

Read More
View more qualified advisors in Fort Worth, TX Right Arrow
Advisor 3
Mike Breitfeller
CFP®
Financial Advisor from The Breit Group, NC

At the core of our mission is a simple yet powerful idea: Discover Alignment. It's more than a tagline-it's the driving force behind how we bring clarity, cohesion, and efficiency to every...

Read More
View more qualified advisors in Wrightsville Beach, NC Right Arrow

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Find icon Your Information is Safe and Secure

Latest Blog

Financial Advisor Guide

11 Min Read

10 Jul 2025

Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

If you are someone who loves a good Do It Yourself (DIY)...

By: WiserAdvisor Insights
Retirement Planning

11 Min Read

08 Jul 2025

Things to Know If You Are Planning an Early Withdrawal from Your Roth IRA

Are you thinking about cashing in on your Roth Individual Retirement Account...

By: Jonathan Dash

10 Min Read

04 Jul 2025

What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? Yes! The numbers...

By: WiserAdvisor Insights

Popular Articles

Best Retirement Calculators to plan Retirement

4 Min Read

26 Jul 2019

Best Retirement Calculators to plan Retirement

It is said that a goal without a plan is just a...

By: WiserAdvisor Insights
How to Diversify Your Portfolio the Right Way

11 Min Read

03 Feb 2022

How to Diversify Your Portfolio the Right Way

The world of investment is complicated. Whether you are a novice or...

By: WiserAdvisor Insights
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

15 Min Read

23 Jan 2024

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

The decision to hire a financial advisor is a prudent move. Seeking...

By: WiserAdvisor Insights
How to Determine Your Investment Risk Tolerance Level

11 Min Read

26 May 2023

How to Determine Your Investment Risk Tolerance Level

Investment and risk are two closely related concepts. Risk refers to the...

By: WiserAdvisor Insights

Find and compare financial advisors near you

Get matched with 2 to 3 advisors near you by selecting your state

Financial advisors that are part of the free "Advisor Match Service" are screened based on their years of experience, their SEC/FINRA registration and records, and their compensation criterion. All advisors are fee only or fee based.

Get Started

Why WiserAdvisor

Advisor Pre-Screening
Advisor Pre-Screening

All financial advisors have to meet WiserAdvisor's strict screening criteria to be part of the our vetted advisor network.

Advisor Pre-Screening
No Cost

Our Advisor Match Service is free to consumers. Advisors do pay a fee, once they qualify, to be a part of our network.

Advisor Pre-Screening
Confidential

We do not share your information with anyone other than the financial advisors are matched to as per your requirements.

Advisor Pre-Screening
Saves You Time

You will only talk to pre-screened financial advisors whose profile matches your financial needs.

Advisor Pre-Screening
No Obligation

You are not obligated to hire any matched financial advisor. You should however, interview all the advisors to assess the best advisor that meets your requirements.

Talk to an Advisor

FINRA/SEC Registered Advisors

Find icon Your Information is Safe and Secure

Download FREE eBook

eBook 1

How to select the right financial advisor guide

Download Now
eBook 2
Finance & Investment: Do it Yourself or Hire a Pro.
Download Now

Top Financial Concerns

Retirement

Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...

Learn More

Investing

Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...

Learn More

Advisor Compensation

Fee-Only Financial Advisors

Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...

Learn More

Fee-Based Financial Advisors

Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.

Learn More

Advisor Designations

Understanding Your Advisor's Designations

Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.

WiserAdvisor strives to bring you an extensive listing of pre-screened financial professionals. If you are interested in connecting with vetted financial advisors in your area, please provide some brief information on our matching page and we will match you to 2-3 screened financial advisors that would suit your requirements.

Learn More