SEC Approved Financial Advisors Across the USA.
Explore a verified list of experts to help with your investments, retirement, and financial planning as approved by the SEC.
Search based on name, location, Certification, Service type
Find Trusted Financial Advisors Near You
Explore a list of SEC-approved financial advisors who can help you plan, grow and protect your wealth. Verified, vetted and ready by the Securities and Exchange Commission to support your financial goals.
Top 10 Financial Planners in the U.S.
Based on national rankings and industry recognition, these financial planners have earned a solid reputation for helping people make smart money moves—from investments and retirement to everyday budgeting. This isn’t our list—it’s based on trusted sources and industry-wide picks.to support your financial goals.
- John R. Benton, Jr. – Founder at Chartered Financial Services
- Robert Westley, CPA/PFS, CFP® – Northern Trust
- Timothy B. O’Neill – President and Founder of Berthold Capital, LLC
- Assunta “Susie” McLane, CFP®, MBA – Senior Wealth Advisor and Managing Director at Summit Place Financial Advisors, LLC
- Danica Goshert, CFP®, AIF®, MBA – Senior Vice President & Private Wealth Manager at Integrated Equity Management
- Eileen Allgrove, JD, MST, CFP® – Principal / Senior Consultant at Fiducient Advisors
- John R. Calvert III, CFP®, CEPA®, CLU®, ChFC® – Partner at Socium Advisors within Northwestern Mutual Wealth Management Company
- Nicholas Breit, CFA, CFP® – Partner and Director of Financial Planning at Fiducient Advisors
- Nichole Raftopoulos – Featured in the InvestmentNews top planners list associated with Nvest Financial
- Scott Van Den Berg – Featured in InvestmentNews top planners list for Century Management Financial Advisors
