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How We Make Choosing a Financial Advisor Easier
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.
Our matching algorithm then finds up to three advisors who fit your needs. Anyone with whom you are matched has already been carefully vetted. Before allowing investment advisor representatives onto our platform, we verify that they are investment advisors and are properly registered with either the U.S. Securities and Exchange Commission (SEC) or the appropriate State regulator. We also confirm that they do in fact possess the licenses they say they do. They cannot have any relevant pending or valid regulatory disclosures from within the last 10 years. If an advisor has disclosed a severe infraction, he or she will not be permitted on our platform. The only exception to this rule is if the complaint has been withdrawn, denied, or otherwise dismissed.
Once you’re matched, you can expect to be contacted by an advisor within a couple of business days.
Things to Consider When Choosing a Financial Advisor
Each of the questions asked in SmartAsset’s survey relate 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.
Life Status
Advisor Preferences
Investment Goals
Advisor Specializations
What industry experts are saying:
Individuals with financial advisors are twice as likely to be on track to meet their retirement goals.
Learn More About Financial Advisors
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.
- How to Find a Financial Advisor A financial advisor can help you with your financial needs but it can be hard to find one. Here are some things to keep in mind on your journey. Read more…
- How to Choose a Financial Advisor It can be difficult to choose the right financial advisor so here are some factors to remember so you can find the best one for you. Read more…
- What Is a Fiduciary Duty? Let's explain the concept of fiduciary duty and why it's so important to understand who has one and who doesn't. Read more…
More Articles
Making connections
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Top Financial Advisors in Your Area
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.
- Albuquerque, NM
- Anaheim, CA
- Anchorage, AK
- Arizona
- Arkansas
- Arlington, TX
- Arlington, VA
- Atlanta, GA
- Aurora, IL
- Aurora, OH
- Austin, TX
- Baltimore, MD
- Birmingham, AL
- Boise, ID
- Boston, MA
- Buffalo, NY
- California
- Chandler, AZ
- Charlotte, NC
- Chattanooga, TN
- Chicago, IL
- Cincinnati, OH
- Cleveland, OH
- Colorado
- Colorado Springs, CO
- Columbus, OH
- Connecticut
- Corpus Christi, TX
- Dallas, TX
- Delaware
- Denver, CO
- Des Moines, IA
- Durham, NC
- El Paso, TX
- Fayetteville, AR
- Florida
- Fort Lauderdale, FL
- Fort Wayne, IN
- Fort Worth, TX
- Fresno, CA
- Grand Rapids, MI
- Greensboro, NC
- Hawaii
- Honolulu, HI
- Houston, TX
- Huntsville, AL
- Illinois
- Indiana
- Indianapolis, IN
- Irvine, CA
- Jackson, MS
- Jacksonville, FL
- Kansas
- Kansas City, MO
- Knoxville, TN
- Las Vegas, NV
- Lexington, KY
- Lincoln, NE
- Little Rock, AR
- Long Beach, CA
- Los Angeles, CA
- Louisville, KY
- Madison, WI
- Maine
- Maryland
- Massachusetts
- Memphis, TN
- Mesa, AZ
- Miami, FL
- Michigan
- Milwaukee, WI
- Minneapolis, MN
- Minnesota
- Mobile, AL
- Nashville, TN
- New Jersey
- New York, NY
- Oakland, CA
- Ohio
- Oklahoma
- Oklahoma City, OK
- Omaha, NE
- Oregon
- Orlando, FL
- Philadelphia, PA
- Phoenix, AZ
- Pittsburgh, PA
- Plano, TX
- Portland, OR
- Raleigh, NC
- Reno, NV
- Richmond, VA
- Rochester, NY
- Sacramento, CA
- Salt Lake City, UT
- San Antonio, TX
- San Diego, CA
- San Francisco, CA
- San Jose, CA
- Scottsdale, AZ
- Seattle, WA
- Spokane, WA
- Tampa, FL
- Texas
- Tucson, AZ
- Tulsa, OK
- Utah
- Virginia Beach, VA
- Washington, D.C.
- Wichita, KS
- Worcester, MA


Most Generous Counties in the U.S.
The below map of the U.S. highlights the places that make the most charitable contributions. The study takes into account charitable contributions as a percentage of net income and the proportion of taxpayers that made a charitable contribution of any amount in any given county. Scroll below to view the data and methodology for how the study was researched and compiled.
Rank | County | Contributions as Percentage of Income | Percentage of Returns Itemizing Charitable Contributions |
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Methodology
To find the most generous places, we looked at two factors in each county: how much money people donate as a percentage of their net income, and the proportion of people who made charitable donations.
To determine the amount of money that people donate as a percentage of their income, we first calculated the net income of all people in each county. To do this, we looked at tax return data and accounted for federal, state and local taxes paid. We also accounted for deductible entries, including mortgage interest, mortgage points and mortgage insurance payments. We then divided each county's total charitable donations by its total net income to see how much money county residents are donating relative to their income.
Next, we measured the total number of individual tax returns that show charitable contributions and divided that by the total number of individual tax returns in each county. This gave us the proportion of people in each county who make charitable donations.
We then indexed and equally weighted the two factors to yield our Most Generous Places Index.
Sources: IRS