Find a financial advisor. Then read what they filed.
Search 43,887 financial advisors by name, city, or state. Compare how they're paid, who regulates them, and how much they manage.
Popular: New York San Francisco Los Angeles Boston Miami Dallas Chicago Philadelphia
A city or state opens every firm there, alphabetically. A firm name opens its filing.
How the firm is paid, SEC or state registration, assets managed, years registered. Every filter comes from the filing.
Compensation, clients, disclosures, and the link to the SEC record. No scores and no paid placement.
Largest metro areas
All 367 metro areas
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Before you choose
Fee-only, fee-based, and commissions: what Form ADV Item 5.E tells you
How advisory firms are paid, how to read the compensation arrangements on a firm's filing, and what each arrangement means for the advice you get.
How to verify a financial advisor in ten minutes
Checking registration, disclosures, and the firm behind an individual adviser with public records: IAPD, BrokerCheck, and state regulators.
Questions to ask a financial advisor, keyed to their filing
Twelve questions, each tied to something the firm already filed so you can compare the answer with the record.
What a firm page shows
Registration type and status, year registered, regulatory assets under management, compensation arrangements, advisory activities, client types, employees, states registered, whether the firm reports disciplinary disclosures, filed websites, and the link to its SEC record. Firms that claim their page can add a description, services, credentials, and links, clearly marked as provided by the firm.
What AdvisorCensus does not do
No ratings, reviews, rankings, or "top" lists, and no lead forms. Firms appear alphabetically unless you choose another order, and no firm's position depends on payment. The site describes filings; choosing an advisor is yours.
Where the data comes from
The SEC's monthly Investment Adviser Information Reports, the IAPD feeds for state-registered advisers, the SEC's Form ADV filing data, and Part 2A brochures. Rebuilt every month. Methodology, downloads, reports.
Cite this page
AdvisorCensus, a directory of investment advisory firms in the United States generated from Form ADV filings, part of AdvisorSEO Max, operated by BH Monitor Services, LLC. https://advisorcensus.com/