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
Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them...
Read More
Michael Fiammetta
Lpl
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are...
Read More
Jordan Naffa
MBA, MS-PFP, CFP®, CPRC®
Arista Wealth Management
Arista Wealth Management was founded on a simple yet powerful principle: to serve each client according to their unique needs, goals, and values. Our team is made up of highly skilled professionals...
Read More
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management. A pure business model was the...
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
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
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
Invalid response format.Popular Articles
Invalid response format.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