Skip to content

Find a financial advisor in your city, ranked on one published score

We score financial advisors with one published formula, then rank them specialty by specialty, city by city. No firm can pay to move up.

6 specialties, each ranked on its own

Financial planners, wealth managers, retirement planners, investment advisors and stockbrokers each get their own list. Pick a specialty, then your city.

Browse by state or province

How the ranking works

Each firm gets an RFA Score out of 100 from the same weighted factors in every city. It measures public signals such as Google reviews, focus and location, never investment returns.

Read the full method
  1. 30%

    Factor 1: Reputation

    Google star rating, adjusted for how many reviews back it (client experience, not investment results)

  2. 20%

    Factor 2: Registration

    Active SEC, state or Canadian securities registration matched in public records (not yet measured)

  3. 10%

    Factor 3: Review volume

    Number of Google reviews, compared with the most-reviewed firm on the list

  4. 5%

    Factor 4: Recency

    Share of reviews from the last 12 months

  5. 15%

    Factor 5: Specialty focus

    How clearly the firm offers this specialty (its Google category and name)

  6. 5%

    Factor 6: Proximity

    Based in the city scores highest, less the farther away it is

  7. 10%

    Factor 7: Claimed profile

    The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)

  8. 5%

    Factor 8: Partnered

    The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically

When a factor isn't measured for a business yet, its segment is hatched and the score is calculated from the factors that are. Every list says how much of the score was measured.

Rankings can't be bought

Order comes from the score only. Firms that pay for visibility appear in a separate block labelled “Sponsored”, never inside the ranked list, and payment never changes a score.

firms scored with one formula
-1firms scored with one formula
paid placements inside any ranking
0paid placements inside any ranking