Compare Top Financial Advisors
Matched to Your Specific Needs
Personalized Advice. No Match Fee.
No Obligation To Hire.
FINRA/SEC Registered Advisors
Your Information is Safe and Secure
As featured on
WiserAdvisor Reviews
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.
Featured Financial Advisors
Search Advisor Directory
Ken Gulliver
UGRU Financial
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had...
Read More
Robert Stone
Bullseye Investment Management
For more than 23 years, Bullseye has guided successful individuals and families with strategies built on clarity, discipline, and fiduciary care. Founded with one purpose, to provide truly...
Read More
Arron Cramer
CFP®, AFC®, CSLP®
Paradigm Wealth Partners
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are...
Read More
Drew Leisure
BSG Advisers
At BSG Advisers, we believe in simplifying the complexities of financial planning. With over 90 years of combined expertise, we offer transparent, relationship-driven solutions tailored to your goals...
Read More
Mitch Simkins
Farther Finance, LLC
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer...
Read More
Alexander Mills
Casco Bay Wealth Advisors
Objective Financial Planning for the Future You Envision Our commitment to every relationship is why we believe our clients entrust us to guide their financial lives and recommend us to their...
Read More
I Want to Take Charge.
Help me find and compare top vetted
financial advisors in my area.
FINRA/SEC Registered Advisors
Your Information is Safe and Secure
Latest Blog
10 Min Read
03 Oct 2025
6 Strategies to Protect Ultra-High-Net-Worth Family Wealth
Generally, you are considered high-net-worth if you have more than $1 million in highly liquid assets, such as cash, stocks, and other investments that can be converted into cash relatively easily. The exact number can vary depending on the bank or financial institution, but $1 million is the usual benchmark....
9 Min Read
30 Sep 2025
8 Wealth Creation Tips That You Must Know
For mid-level professionals approaching retirement, wealth planning often feels like a sprint toward the highest possible returns. But the reality is more complex. Retirement readiness isn’t defined by how aggressively you can invest, but by how resilient your system is when markets shift, when healthcare costs climb, or when life...
11 Min Read
29 Sep 2025
5 Dangers of Over-Diversifying your Portfolio
When you’re building wealth for retirement, the advice to “diversify” has likely been drilled into your head for years. Spread your investments, reduce your risk, and don’t put all your eggs in one basket. It sounds like the ultimate safeguard. And to a point, it works. Diversification is one of...
Popular Articles
Best Retirement Calculators to plan Retirement
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a...
How to Diversify Your Portfolio the Right Way
The world of investment is complicated. Whether you are a novice or seasoned investor, the financial world can be intimidating. However, the ultimate key to successful investing is diversification. Diversification is an effective portfolio management strategy where your funds are invested across different securities to minimize risk and maximize profits...
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 professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being,...
How to Determine Your Investment Risk Tolerance Level
Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. While no investment is entirely devoid of risk,...
Find and compare financial advisors near you
Get matched with 2 to 3 advisors near you by selecting your state
Financial advisors who 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 criteria. All advisors are fee-only or fee-based.
Get StartedWhy WiserAdvisor
Advisor Pre-Screening
All financial advisors have to meet WiserAdvisor's strict screening criteria to be part of the our vetted advisor network.
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.
Confidential
We do not share your information with anyone other than the financial advisors you are matched with, based on your requirements.
Saves You Time
You will only talk to pre-screened financial advisors whose profile matches your financial needs.
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
Your Information is Safe and Secure
Download FREE eBook
How to select the right financial advisor guide
Download Now
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 MoreInvesting
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 MoreAdvisor 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 MoreFee-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 MoreAdvisor
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.
Learn More