If you want to find a financial advisor who can provide guidance for your personal finance decisions, our matching tool simplifies the process. First, we'll ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences.
Next, our matching algorithm will match you with up to three qualified advisors in your area so you can decide which one best fits your needs. Anyone with whom you are matched has already been carefully vetted through our proprietary due diligence process.
Once you’re matched, you can expect to be contacted by an advisor within a couple of business days.
Each of the questions asked in SmartAsset’s survey relates to one of four main themes. Those themes are life status, advisor preferences, investment goals and advisor specialization. These are all important topics to consider when choosing a financial advisor. Your responses are shared with your advisor matches in order for them to have a meaningful consultation with you.
Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.
If you still have some questions, these articles can help answer them. Whenever you are ready, come back to the tool above and find your financial advisor today.
Thousands of people used SmartAsset to find a financial advisor last month.
If you want to get a sense of the top firms in your area, we’ve reviewed hundreds across the country. These reviews, compiled through extensive research, rank the top firms in the following cities according to assets under management (AUM). They include detailed information on each firm’s investment philosophy, account minimum, certifications and services, all of which can help you decide whether a firm is right for you. The criteria for the matching tool differs from the methodology for the list below and you may not be matched with the advisor firms mentioned in the linked reviews.
All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. Past performance is no guarantee of future results.
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