Directory
Find a fee-only financial advisor
A directory of 11,274 fee-only investment advisers in the United States: firms paid only by their clients, with no commissions, no broker-dealer and no insurance-agency ties, as reported on their own Form ADV filings with the SEC and state regulators. 7,745 of them offer hourly or flat-fee planning.
Largest cities
- New York, NY 356
- Houston, TX 157
- Dallas, TX 151
- San Francisco, CA 144
- Atlanta, GA 140
- Austin, TX 125
- Boston, MA 115
- Chicago, IL 112
- Miami, FL 107
- San Diego, CA 106
- Los Angeles, CA 91
- Denver, CO 91
- Scottsdale, AZ 78
- Seattle, WA 73
- Cincinnati, OH 64
- Newport Beach, CA 63
- Charlotte, NC 60
- Portland, OR 58
- St. Louis, MO 57
- Overland Park, KS 55
- Irvine, CA 52
- Phoenix, AZ 49
- Columbus, OH 47
- Tampa, FL 43
Browse by state
- Alabama 88
- Alaska 13
- Arizona 236
- Arkansas 50
- California 1677
- Colorado 369
- Connecticut 223
- Delaware 34
- District of Columbia 21
- Florida 781
- Georgia 342
- Hawaii 23
- Idaho 74
- Illinois 398
- Indiana 162
- Iowa 68
- Kansas 116
- Kentucky 67
- Louisiana 83
- Maine 45
- Maryland 205
- Massachusetts 462
- Michigan 271
- Minnesota 201
- Mississippi 36
- Missouri 163
- Montana 39
- Nebraska 49
- Nevada 89
- New Hampshire 96
- New Jersey 306
- New Mexico 31
- New York 793
- North Carolina 275
- North Dakota 14
- Ohio 389
- Oklahoma 82
- Oregon 196
- Pennsylvania 397
- Rhode Island 41
- South Carolina 125
- South Dakota 18
- Tennessee 213
- Texas 869
- Utah 130
- Vermont 40
- Virginia 326
- Washington 314
- West Virginia 16
- Wisconsin 183
- Wyoming 35
Prefer a shortlist?
Tell us what you need. We will suggest up to three fee-only firms that fit, and with your permission introduce you. Free, no obligation.
How this directory works
Every investment adviser registered with the SEC or a state files Form ADV, a public disclosure of how it is paid, who its clients are, how much it manages and whether it has a disciplinary record. We take the full set of firms from the SEC’s Investment Adviser Public Disclosure feeds and keep only those that serve individuals, offer financial planning or portfolio management, and report no commission or insurance compensation. Nothing on a listing is written by the firm or by us; it is the firm’s own filing, organised so you can compare. Read the full methodology.
If you are paid in RSUs, ESPP shares or stock options, start with our calculators and equity compensation guides so you go into the first meeting knowing your numbers.
Frequently asked questions
What does fee-only mean?
A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.
Why only fee-only advisers?
Because the way an adviser is paid shapes the advice. Commission-based advisers and brokers can be paid more for recommending some products than others. Fee-only firms still have conflicts, such as an incentive to gather assets, but they are simpler to see and to ask about.
Does anyone pay to be listed?
No. All 11,274 firms are included automatically from public SEC and state data, and the order on each page is set by the data, not by payment. If we introduce you to a firm through the matching form, that firm may pay us a fee; we say so on the form.
How often is the directory updated?
We rebuild it from the SEC’s daily Investment Adviser Public Disclosure feeds. The date of the data used is shown on every page.