Compare financial advisors using official SEC data—fees, performance and history, all in one place. Message advisors directly.
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Filtered to advisors paid by a % of your portfolio, not commissions. Estimated fees shown for a $500K portfolio.
“I kept getting pitched by ‘advisors’ who turned out to be salespeople. This site actually shows you who's a real fiduciary and what they charge.”
Monica, Seattle WA
“I didn't even know there was a difference between a fiduciary and a broker. Found one in my area and booked a meeting for the next day.”
Sarah, Austin TX
“I had no idea my old advisor was costing me 2.5% a year in fees and commissions. Found a fee-only fiduciary here who charges 0.9% and actually explains what he's doing with my money.”
James, Denver CO
“Running a business is complicated enough without worrying about my own finances. Found an advisor here who works with business owners and helped me set up a solo 401(k) and a tax strategy that saved me thousands.”
Robert, Phoenix AZ
“I just wanted someone to look at my 401k and tell me if I was on track. Used the search filters to find a flat-fee planner who helped me find low-cost ETFs and diversify, saving me thousands a year. The fee was $250 and that was that.”
Priya, Chicago IL
Filtered to firms with $1.5M+ average client portfolio. Estimated fees shown for a $2M portfolio.
Filtered to 20+ years of experience. Estimated fees shown for a $500K portfolio.
Filtered to firms with under $20M per advisor. Estimated fees shown for a $500K portfolio.
It's okay, not everyone does.
The right advisor can save you money and help with more than just tax season
