Finding an Investment Advisor
To find an investment advisor in your area, you can check with several professional advisor associations. The focus of these associations is definitely on financial planners, but many financial planners are also Registered Investment Advisors.
The National Association of Personal Financial Advisors (NAPFA) is the largest professional association of fee-only financial planners in the United States. NAPFA members are paid only by their clients and do not receive commissions from brokerages or insurance companies.
The Financial Planning Association (FPA®) welcomes all financial planners but promotes the attainment of a Certified Financial Planner™ license. Financial planners must be registered investment advisors either with the state in which they work or with the Securities and Exchange Commission.
The CFA Institute, formerly the Association for Investment Management and Research (AIMR), is an international organization of over 36,000 investment professionals. The CFA Institute has a Chartered Financial Analyst (CFA) educational program.
The Society for Financial Services Professionals (SFSP) has assisted financial advisors since 1992. Members of the Society already have professional financial planning credentials or are currently working toward a professional certificate or license in financial planning.