NerdWallet

Best Financial Advisors

Previously, she was a financial analyst and director of finance at public and private companies. Tina's work has appeared in a variety of local and national media outlets. Arielle O’Shea leads the ...

How to find a financial advisor near you

Learn effective strategies to locate and select a financial advisor in your area ...
Barron's

2025 Top 100 Financial Advisors

Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a ...
USA Today

The right financial adviser can help you navigate a shaky economy. We rank the top firms.

Financial Pros: Help USA TODAY and Statista determine the winners in our fourth annual survey of top-rated firms, which publishes in April 2026. You can pre-register to take the survey here.
MarketWatch

How to Choose a Financial Advisor (2026 Guide)

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

You’re probably paying your financial adviser about 1%. Here’s exactly when that’s worth it — and when it’s not

This is what you can expect in exchange for a 1% fee ...

Financial Advisor Well-Being Is on the Rise, Kitces Research Shows. Higher Pay Helps.

A new survey reveals the factors that can boost financial advisors’ sense of well-being—and prevent them from jumping to ...
Forbes

9 Signs That It’s Time To Work With A Financial Advisor

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.
AOL

Think your financial advisor has your back? These 5 red flags say otherwise

Financial advisors promise to grow your wealth through smart money management. But some can drain your accounts instead. The problem isn't always obvious. While a good financial advisor guides you ...
kcra.com

Financial adviser explains what you need to know right before retirement

SO IS 2025 THE YEAR YOU PLAN TO RETIRE? WELL, DON’T GO STRUTTING INTO YOUR BOSS’S OFFICE JUST YET. NOT UNTIL WE GET SOME ADVICE FROM CAPTRUST VICE PRESIDENT AND FINANCIAL ADVISOR, CATHERINE MCCALL.
MarketWatch

If your financial adviser contacts you fewer than this many times a year, ‘you can be sure they aren’t paying attention to you’

There will likely be a shortage of roughly 100,000 financial advisers by 2034, as many in the profession plan to retire, a February 2025 report from McKinsey & Company reveals. And it comes as many ...

How Financial Advisors Can Grow By Serving Their Ideal Clients

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...