How to Find Financial Advisor in USA?

Posted by Grace under Personal Finance on December 15, 2014

Want to know how to find financial advisor in USA? It is easy to find your personal financial advisor especially if you are living in the USA. Some people find their financial advisor by searching on classifieds, on the internet and through the help of relatives who already consulted with a financial advisor. It is important to have an advisor if you are seriously investing money for your future to guide and help you in making a wise financial investment decision.

An advisor will help you in managing your money, manage your taxes, help you prepare not just for retirement but also guide you how to prepare about estate planning.


Awhile ago, published an article asking the readers if it is a wise decision to hire a certified financial planner or not. The article pointing in one main reason; it will cost you more money if you didn’t hire a financial planner.

Ways to Find Financial Advisor in USA

When I am making a window shopping for an insurances, a financial advisor can be found in the bank, in the financial firm, or in the seminars and investors club or association.

In USA, here are the associations wherein you can easily find a financial advisor.

National Association of Personal Financial Advisors
Address: Suite 200, 355 W. Dundee Road, Buffalo Grove, IL 600089, USA
Phone Number: 800-FEE-ONLY

Financial Planning Association
Phone Number: 800-322-4237

American Institute of Certified Public Accountants
(Personal Financial Planning Division)
Address: Harborside Financial Center 201 Plaza 3, Jersey City, NJ 07311-3881
Phone Number: 888-777-7077

American Society of Financial Service Professionals
(Consumer Referral Service)
Address: 270. S. Bryn Mawr Avenue, Bryn Mawr, PA 19010
Phone Number: 800-392-6900

International Association of Registered Financial Consultants
(The Financial Planning Building)
Address: P.O. Box 42506, Middletown, OH 45042
Phone Number: 800-532-9060

Find Financial Advisor in USA Now

Now, go to any of these associations and start finding your personal financial advisor. Once you have chosen one, you can start making a financial consultation, from risk profiling, making a financial goal, to opening an investment account.

You can also start asking question, ask the advisor which is the best investment vehicle suitable for me, or ask the financial advisor about the best investment vehicle to for your retirement.

Reference: Build Your Own Mutual Fund by Brian O’Connell. Published 2004, Adams Media, Avon Massachusetts | ISBN 1-58062-930-X, page 187-188

Let me know other ways to find financial advisor in USA. Leave your opinion and experience in the comment box. Share this page with your friends.

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