Looking for a Financial Advisor?

Get connected to a network of financial advisors, financial planners, wealth advisors and other investment professionals with SmartVestor.

Are you a financial advisor? Apply to join SmartVestor.

Simply put, a financial advisor is an umbrella term that describes financial professionals who can help you with all forms of financial planning, from budgeting to saving for retirement. Financial advisors can include CFPs (certified financial planners), registered investment advisors, personal financial specialists, CPAs (certified public accountants) and others.

So what is SmartVestor?

SmartVestor is a free service that helps you find financial advisors and investment professionals in your area. We call them “SmartVestor Pros.” We carefully screen our professionals beforehand to make sure they’re committed to educating and empowering you.

Let’s find the best financial advisor or investment professional for you.   

At the end of the day, we want you to connect with someone who best fits your needs. Only you can decide who’s best, which is why we offer a variety of financial advisors and investment professionals. Fill out the form below, and we’ll show you up to five SmartVestor Pros in your area that you can choose from.

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Where you can find your disclosures.

Real quick—the Pro’s profile contains disclosures about their company (ADV Part 2A) and how we work with them (Solicitor Disclosure). The SEC wants you to confirm that you know where to find the disclosures and that we can send you an email with the details. Also, this may seem like a “duh” moment, but we gotta say it—any costs from accessing this info, like internet fees, phone charges or printing costs, are on you.

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