The Registry gives you immediate access to exceptional financial planners, advisors, and managers. We also provide informative ratings, profiles, and disclosures for these outstanding professionals who have the knowledge and skills to help you achieve your most important financial goals. But don't take our word for it. Click here to view a synopsis of Kiplinger's review of our services.
Important information that will help you avoid bad advisors and protect your financial future.
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You answer eight easy questions and our sophisticated search engine will match your specific needs and requirements to the high quality professionals in our Registry.

Choose the type of professional service(s) you need to achieve your financial goals. Click all needs that apply to your situation. Contact Us if you need help selecting the right services for you.  

A. I need help developing a plan (financial, retirement, estate, tax) for my financial future.
B. I need help investing my assets.
C. I need a manager who will make investment decisions for me.
D. I need a financial professional who will complete a limited engagement project for me.
E. Iím not sure what services I need. (Show all types of advisors)



1. Search for professionals by state and zone (partial states).


2. Search for professional by first and/or last name.


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