If you are looking for a financial advisor in the United States, several major financial institutions and online services can help you find one. Since I am unable to perform a location-specific search for you in the US, here is general information and a list of resources to help you in your search.
Major Financial Institutions
Many large firms have extensive networks of financial advisors across the country. They often provide tools on their websites to help you find a local advisor or book a virtual appointment.
- U.S. Bank: Offers a tool to search for a financial advisor or banker by address, city, state, or ZIP code. They also provide virtual appointments if you are not in a location with an office.
- Ameriprise Financial: A well-known firm with a focus on financial planning and advice.
- Merrill Lynch: Provides wealth management services and has an advisor search function on their site where you can search by office location.
- Wells Fargo Advisors: Offers a wide range of services for investing and retirement planning.
- Edward Jones: Has offices in communities nationwide and provides tools on their site to find an advisor near you.
see more What a Financial Advisor Does
Online Resources & Services
These services can help you find and vet an advisor based on specific criteria, such as their credentials, payment structure, and areas of expertise.
- SmartAsset.com: This website provides a tool to match you with vetted financial advisors based on your financial needs and location.
- FINRA BrokerCheck: A crucial resource that allows you to check the professional background, business practices, and conduct of any financial advisor or firm.
- National Association of Personal Financial Advisors (NAPFA): This association’s website is a great resource for finding “fee-only” financial advisors, who are compensated directly by their clients and do not earn commissions.
- NerdWallet: Provides a guide on how to choose a financial advisor, explaining key credentials and service types. It also highlights the importance of working with a fiduciary.
