Wealth Advisors

Wealth Advisors: directory of firms

Investment and wealth management for larger portfolios. Browse wealth advisors by city, and see what to check before you hire.

Find wealth advisors by city

This kind of work is often limited to licensed or registered professionals. Ask for their licence or registration number before you share any details.

Directory only

LokalMatch doesn’t take requests for wealth advisors in the US and doesn’t pass your details to anyone. Firms are listed as a directory: compare them and contact the ones you choose directly. LokalMatch doesn’t recommend any firm.

Disclosures (draft)

Paid listings and paid requests aren’t switched on for this service in the US. When they are, LokalMatch will show this draft wording:

LokalMatch is a directory. It does not give financial advice or recommend any adviser. Advisers listed pay LokalMatch for advertising.

Requires legal review before production publication.

Find wealth advisors by city

Alabama

Show 10 cities

Alaska

Show 1 cities

Wealth Advisors in Anchorage

Arkansas

Show 9 cities

California

Show 186 cities

Connecticut

Show 14 cities

Delaware

Show 1 cities

Wealth Advisors in Wilmington

District of Columbia

Show 1 cities

Wealth Advisors in Washington

Florida

Show 82 cities

Hawaii

Show 3 cities

Idaho

Show 8 cities

Illinois

Show 31 cities

Iowa

Show 11 cities

Kansas

Show 9 cities

Kentucky

Show 4 cities

Louisiana

Show 9 cities

Maine

Show 1 cities

Wealth Advisors in Portland

Maryland

Show 18 cities

Mississippi

Show 3 cities

Missouri

Show 13 cities

Montana

Show 4 cities

Nebraska

Show 4 cities

Nevada

Show 10 cities

New Hampshire

Show 2 cities

New Mexico

Show 4 cities

New York

Show 17 cities

North Dakota

Show 3 cities

Ohio

Show 17 cities

Oklahoma

Show 10 cities

Oregon

Show 13 cities

Pennsylvania

Show 10 cities

Rhode Island

Show 4 cities

South Carolina

Show 9 cities

South Dakota

Show 2 cities

Texas

Show 79 cities

Virginia

Show 16 cities

Wisconsin

Show 12 cities

Wyoming

Show 2 cities

What affects the fees wealth advisors charge

Fees depend on the work involved and how the professional bills. We only publish fee ranges when they’re backed by real LokalMatch data or reliable sources. Until then, here’s what usually changes the fee:

Scope and complexity of the work
How the professional bills: hourly, flat fee or retainer
Experience and seniority of the person doing the work
Deadlines and how urgent the work is
Third-party costs such as filing, registration or government fees

How to compare wealth advisors before you hire

Check that they are licensed or registered for this work where you live, on the regulator’s public register.
Look for experience with matters like yours, and ask who will actually handle your file.
Ask how they charge before any work starts, and get the terms in writing.
Compare two or three professionals before you decide.
Be wary of anyone who guarantees a particular outcome.

Questions to ask wealth advisors before you hire

Are you licensed or registered for this work, and with which body?
Have you handled matters like mine before?
Who will do the work, and who will I deal with day to day?
How do you charge: hourly, a flat fee or a retainer?
What is included in your fee, and what costs extra?
Will you confirm the scope and fees in a written engagement letter?
Do you carry professional liability insurance?

Licences and registration

This kind of work is often limited to licensed or registered professionals, and the rules depend on where you are. Ask which body they’re registered with, and check their status on that body’s public register before you hire.

Directory only

Disclosures (draft)

Find wealth advisors by city

What affects the fees wealth advisors charge

How to compare wealth advisors before you hire

Questions to ask wealth advisors before you hire

Licences and registration

Related professional services