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
Ross Kirwan
MBA, CFP®
Financial Advisor from Carnegie Private Wealth, NC

We guide our clients through an ongoing process that clarifies their financial goals and encourages the implementation of strategies designed to pursue them. We get to know our clients and their...

Read More
View more qualified advisors in Charlotte, NC 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
Anthony M. Errico
Financial Advisor from Port Capital Management, NY

We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.

Read More
View more qualified advisors in Massapequa, NY Right Arrow
Advisor 3
Geoffrey Hemenway
Financial Advisor from Hemenway Financial Services, NE

Here at Hemenway Financial Services, we hope to help you and your family find a path towards achieving your goals. We do this by working with you to build a comprehensive financial plan or, if...

Read More
View more qualified advisors in Omaha, NE Right Arrow
Advisor 3
Chris Risher
Financial Advisor from Revolutionary Financial Group, KY

The mission of Revolutionary Financial Group is to be a reliable, professional resource for all high-net-worth individuals at or near retirement. We strive to provide a source of knowledge pertaining...

Read More
View more qualified advisors in Louisville, KY Right Arrow
Advisor 3
Doug Frew
CFP®, ChFC®, AWMA®
Financial Advisor from BroadFront Capital Management, NJ

BroadFront specializes in working with high-net-worth individuals and families, including family offices. Our clients span a broad spectrum of professions and stages of life - from the accumulation...

Read More
View more qualified advisors in Holmdel, NJ 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

Estate Planning

10 Min Read

23 Jul 2025

How to Navigate the Tax Cuts and Jobs Act of 2017 (TCJA) in 2025 Amongst Uncertainly

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017,...

By: WiserAdvisor Insights
Retirement Planning

12 Min Read

22 Jul 2025

How to Rollover your 401(k) in 5 Easy Steps

Are you thinking about rolling over your 401(k)? People usually arrive at...

By: Jonathan Dash

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) challenge, whether it is fixing your own car...

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