AdvisorCensus by AdvisorSEO Max

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

1
Search a place or a firm

A city or state opens every firm there, alphabetically. A firm name opens its filing.

2
Filter by what matters

How the firm is paid, SEC or state registration, assets managed, years registered. Every filter comes from the filing.

3
Read the filing, not the pitch

Compensation, clients, disclosures, and the link to the SEC record. No scores and no paid placement.

43,887
investment advisory firms
367
metro areas
54
states and territories
November 2026
filing period, updated monthly

Largest metro areas

All 367 metro areas
New York, NY (3,971) San Francisco, CA (1,783) Los Angeles, CA (1,679) Boston, MA (1,180) Miami, FL (1,134) Dallas, TX (1,085) Chicago, IL (1,076) Philadelphia, PA (715) Denver, CO (702) Washington, DC (684) Houston, TX (668) Bridgeport, CT (632) Atlanta, GA (588) Austin, TX (523) Phoenix, AZ (465) San Jose, CA (450) Seattle, WA (450) San Diego, CA (423) Minneapolis, MN (415) Detroit, MI (332) Tampa, FL (263) Portland, OR (262) St. Louis, MO (262) Kansas City, MO (253) Baltimore, MD (238) Charlotte, NC (224) Nashville, TN (207) Orlando, FL (206) Cleveland, OH (200) Indianapolis, IN (195) Pittsburgh, PA (195) Cincinnati, OH (187) Columbus, OH (184) Sacramento, CA (177) Salt Lake City, UT (169) Las Vegas, NV (166) Milwaukee, WI (160) San Antonio, TX (141) Hartford, CT (137) Raleigh, NC (124) Richmond, VA (123) Jacksonville, FL (112) North Port, FL (111) Oxnard, CA (110) Providence, RI (110) Rochester, NY (110) Riverside, CA (104) Boulder, CO (103) Oklahoma City, OK (103) Grand Rapids, MI (101) Birmingham, AL (97) Charleston, SC (96) Louisville, KY (90) Omaha, NE (89) Memphis, TN (84) Colorado Springs, CO (82) Provo, UT (82) Reno, NV (82) Boise City, ID (80) Naples, FL (80) Albany, NY (78) Santa Maria, CA (78) Des Moines, IA (77) Madison, WI (77) Buffalo, NY (76) Virginia Beach, VA (73) Durham, NC (69) Trenton, NJ (69) New Orleans, LA (67) Tulsa, OK (67) Tucson, AZ (64) Little Rock, AR (61) Akron, OH (52) Knoxville, TN (52) Ann Arbor, MI (51) Santa Rosa, CA (51) Spokane, WA (48) Charlottesville, VA (47) Chattanooga, TN (47) Lancaster, PA (47) Manchester, NH (47) Dayton, OH (46) Portland, ME (46) Allentown, PA (44) Greenville, SC (44) New Haven, CT (44) Fort Collins, CO (41) Syracuse, NY (41) Lexington, KY (40) Urban Honolulu, HI (40) Burlington, VT (39) Worcester, MA (39) Cape Coral, FL (38) Albuquerque, NM (36) Baton Rouge, LA (36) Salinas, CA (36) Greensboro, NC (35) Harrisburg, PA (35) Jackson, MS (35) Lansing, MI (35) Toledo, OH (35) Bend, OR (34) Waterbury, CT (33) Palm Bay, FL (32) Winston-Salem, NC (32) Columbia, SC (31) San Luis Obispo, CA (31) Fayetteville, AR (30) Fort Wayne, IN (30) Kiryas Joel, NY (30) Bozeman, MT (28) Ogden, UT (28) Sioux Falls, SD (28) Dover, DE (27) Port St. Lucie, FL (26) Springfield, MO (26) Appleton, WI (25) Barnstable Town, MA (25) Kalamazoo, MI (25) Roanoke, VA (25) Asheville, NC (24) Canton, OH (24) Cedar Rapids, IA (24) Wichita, KS (24) Deltona, FL (23) Fresno, CA (23) Santa Fe, NM (23) Green Bay, WI (22) Waco, TX (22) Hilton Head Island, SC (21) Lafayette, LA (21) Scranton, PA (21) Sebastian, FL (21) Slidell, LA (21) Wilmington, NC (21) Athens, GA (20) Traverse City, MI (20) El Paso, TX (19) Bremerton, WA (18) Eugene, OR (18) Huntsville, AL (18) Lakeland, FL (18) Lincoln, NE (18) Savannah, GA (18) Augusta, GA (17) Bellingham, WA (17) Davenport, IA (17) Fargo, ND (17) Lynchburg, VA (17) Stockton, CA (17) Topeka, KS (17) Anchorage, AK (16) Columbia, MO (16) Daphne, AL (16) Gainesville, FL (16) Reading, PA (16) Mobile, AL (15) South Bend, IN (15) Atlantic City, NJ (14) Champaign, IL (14) Erie, PA (14) Flint, MI (14) Lubbock, TX (14) Modesto, CA (14) Napa, CA (14) Pensacola, FL (14) Pinehurst, NC (14) Shreveport, LA (14) Springfield, MA (14) Tallahassee, FL (14) Youngstown, OH (14) Amarillo, TX (13) Crestview, FL (13) Logan, UT (13) Norwich, CT (13) Olympia, WA (13) St. George, UT (13) Idaho Falls, ID (12) Peoria, IL (12) Pittsfield, MA (12) Prescott Valley, AZ (12) Waterloo, IA (12) York, PA (12) Bakersfield, CA (11) Cheyenne, WY (11) Coeur d'Alene, ID (11) College Station, TX (11) Kingsport, TN (11) Midland, TX (11) Missoula, MT (11) Salem, OR (11) Santa Cruz, CA (11) Springfield, IL (11) State College, PA (11) Utica, NY (11) Duluth, MN (10) Evansville, IN (10) Gainesville, GA (10) Greeley, CO (10) Macon, GA (10) Medford, OR (10) Oshkosh, WI (10) Redding, CA (10) Rockford, IL (10) Billings, MT (9) Corpus Christi, TX (9) Eau Claire, WI (9) Johnson City, TN (9) Kingston, NY (9) Lawrence, KS (9) Niles, MI (9) Wenatchee, WA (9) Wheeling, WV (9) Auburn, AL (8) Bloomington, IL (8) Casper, WY (8) Greenville, NC (8) Iowa City, IA (8) Lafayette, IN (8) McAllen, TX (8) Ocala, FL (8) Wildwood, FL (8) Abilene, TX (7) Bangor, ME (7) Binghamton, NY (7) Bloomington, IN (7) Chico, CA (7) Columbus, IN (7) Huntington, WV (7) Ithaca, NY (7) Kennewick, WA (7) Mansfield, OH (7) Rochester, MN (7) Sandusky, OH (7) Tyler, TX (7) Vallejo, CA (7) Victoria, TX (7) Wausau, WI (7) Yakima, WA (7) Bismarck, ND (6) Charleston, WV (6) Columbus, GA (6) Dubuque, IA (6) Hot Springs, AR (6) Jackson, MI (6) Jackson, TN (6) Longview, TX (6) Montgomery, AL (6) Myrtle Beach, SC (6) Amherst Town, MA (5) Beaumont, TX (5) Blacksburg, VA (5) Bowling Green, KY (5) Clarksville, TN (5) Corvallis, OR (5) Elkhart, IN (5) Flagstaff, AZ (5) Florence, SC (5) Glens Falls, NY (5) Grand Island, NE (5) Grand Junction, CO (5) Hattiesburg, MS (5) Houma, LA (5) La Crosse, WI (5) Manhattan, KS (5) Monroe, LA (5) Rapid City, SD (5) Saginaw, MI (5) Spartanburg, SC (5) Albany, GA (4) Altoona, PA (4) Bay City, MI (4) Brunswick, GA (4) Carson City, NV (4) Dothan, AL (4) Elmira, NY (4) Grants Pass, OR (4) Harrisonburg, VA (4) Hickory, NC (4) Kenosha, WI (4) Las Cruces, NM (4) Lexington Park, MD (4) Panama City, FL (4) Rocky Mount, NC (4) San Angelo, TX (4) St. Cloud, MN (4) Tuscaloosa, AL (4) Visalia, CA (4) Wichita Falls, TX (4) Great Falls, MT (3) Jefferson City, MO (3) Joplin, MO (3) Killeen, TX (3) Kokomo, IN (3) Lewiston, ID (3) Lima, OH (3) Longview, WA (3) Mankato, MN (3) Midland, MI (3) Monroe, MI (3) Muskegon, MI (3) Parkersburg, WV (3) Punta Gorda, FL (3) Sebring, FL (3) Sheboygan, WI (3) Sherman, TX (3) Twin Falls, ID (3) Valdosta, GA (3) Walla Walla, WA (3) Winchester, VA (3) Alexandria, LA (2) Ames, IA (2) Battle Creek, MI (2) Brownsville, TX (2) Burlington, NC (2) Cape Girardeau, MO (2) Decatur, IL (2) Elizabethtown, KY (2) Fayetteville, NC (2) Grand Forks, ND (2) Gulfport, MS (2) Hagerstown, MD (2) Janesville, WI (2) Johnstown, PA (2) Kankakee, IL (2) Lake Havasu City, AZ (2) Laredo, TX (2) Lebanon, PA (2) Mount Vernon, WA (2) Muncie, IN (2) Owensboro, KY (2) Pocatello, ID (2) Pueblo, CO (2) Racine, WI (2) Rome, GA (2) Salisbury, MD (2) Sioux City, IA (2) St. Joseph, MO (2) Terre Haute, IN (2) Texarkana, TX (2) Warner Robins, GA (2) Williamsport, PA (2) Yuma, AZ (2) Anniston, AL (1) Chambersburg, PA (1) Cleveland, TN (1) Dalton, GA (1) Fairbanks, AK (1) Farmington, NM (1) Fort Smith, AR (1) Gadsden, AL (1) Gettysburg, PA (1) Hanford, CA (1) Jonesboro, AR (1) Kahului, HI (1) Lewiston, ME (1) Merced, CA (1) Michigan City, IN (1) Minot, ND (1) Morgantown, WV (1) Morristown, TN (1) Paducah, KY (1) Sierra Vista, AZ (1) Springfield, OH (1) Staunton, VA (1) Vineland, NJ (1) Weirton, WV (1)
Browse by state

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.

All guides

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/