Finance Advisors

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This survey will match you with up to 3 financial advisors. We provide your advisor matches with your survey responses, which help them understand your financial goals. Your advisor matches are chosen based on preferences, as well as your stated amount of assets. We also consider each advisor’s advertising budget; therefore, advisors with larger budgets are more likely to appear in the results page.

FinanceAdvisors.com is owned and operated by Outlier Group, which is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). We do not provide investment advice or manage client assets. Our service connects users with independent fiduciary financial advisors or partners who do so, based on survey responses. Matches are determined by factors such as asset range and advisor availability, and advisor visibility may be influenced by advertising budgets. Outlier Group receives compensation from advisors for referrals.

This site does not constitute an offer to buy or sell securities. All investments involve risk, including possible loss of principal. Working with a financial advisor may involve fees and does not guarantee positive returns. Fiduciary duty does not eliminate all potential conflicts of interest.