Find a Trusted Advisor
Get connected with a trusted advisor in minutes to protect and plan for your financial future.
Financial guidance shouldn’t be complicated.
Outlier Advisor was founded to make expert financial advice easy to access. Too often, people put off planning because they don’t know where to start. We simplify the process so you can connect with experienced, trustworthy advisors who can help you protect and grow your wealth.
Finding the right advisor is harder than it should be.
The financial world is crowded with options, and it’s not always clear who to trust. Many people struggle to find an advisor who understands their needs, communicates clearly, and has the right experience. Outlier Advisor solves this by connecting you with vetted professionals who meet high standards of integrity and expertise.
A simple path to the right advisor
We simplify the process so you can connect with experienced, trustworthy advisors who can help you protect and grow your wealth.
Tell us about yourself
Answer a few quick questions about your financial goals and preferences.
Get matched
We connect you with experienced, pre-screened advisors in your area.
Start the conversation
Schedule a call and begin planning for a secure financial future.
Advisors you can rely on
Every advisor in our network is carefully reviewed for credentials, experience, and client satisfaction. We hold our partners to the highest standards so you can feel confident in the guidance you receive.
Nationwide Network
Fiduciary standard
Professional Vetting Process
Advisor Network Specialties
Tax Optimization
Strategies to minimize tax liabilities and keep more of what you earn.
Capital Preservation
Protecting your wealth from unnecessary risk and market volatility.
Retirement Income Planning
Building reliable income streams for a secure retirement.
Capital Growth
Growing your investments to meet long-term financial goals.
Business Owners
Tailored planning for entrepreneurs and family-owned businesses.
Inheritance
Managing and transferring wealth smoothly and tax-efficiently.
Stay informed
Get tips and insights on financial planning, plus updates us.
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Ready to find your advisor?
After you choose your state and answer a few questions, you will get matched to a fiduciary.
Frequently Asked Questions
How much does a financial advisor charge?
Advisors in our network may charge a flat fee, a percentage of assets under management (AUM), or hourly rates. Outlier only connects you with fiduciary advisors who are transparent about their costs, so you know exactly what you’re paying for.
What qualifications should I look for in an advisor?
Look for credentials like CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst). Also ask how long they've been practicing and whether they’ve worked with clients in similar financial situations.
What services do financial advisors provide?
Advisors may provide investment management, retirement planning, tax strategies, estate planning, insurance advice, and budgeting. Be sure their services align with your goals.
How do advisors invest my money?
Advisors may provide advice on investment management, retirement planning, tax strategies, estate planning, insurance advice, or budgeting. Be sure their services align with your goals.
Are financial advisors required to act in my best interest?
Only fiduciary advisors are legally required to act in your best interest. Be sure to ask if the advisor operates under a fiduciary standard.
How often will I hear from my advisor?
Communication frequency varies. Some advisors meet monthly, quarterly, or annually. Confirm how often you’ll receive updates and how they prefer to communicate—phone, video, or in person.
What is an Investment Policy Statement (IPS)?
An IPS is a written plan that outlines your investment goals, strategy, and rules for monitoring progress. It helps ensure long-term alignment between you and your advisor.
How many clients do you work with?
This gives insight into the advisor’s availability and ability to provide personalized attention. Fewer clients often means more direct access.
Have you ever had any disciplinary issues?
It’s important to ask this directly. You can also verify an advisor’s background using FINRA’s BrokerCheck or the SEC’s Investment Adviser Public Disclosure website.
Do you specialize in clients like me?
Advisors often focus on specific groups—such as retirees, business owners, or high earners. Look for someone experienced in handling situations similar to yours.
What makes a financial advisor worth the cost?
A financial advisor can help navigate the complex world of modern investing.
A recent Vanguard study found that, on average, a hypothetical $500K investment would grow to over $3.4 million under the care of an advisor over 25 years. In contrast, the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.
A recent Vanguard study found that, on average, a hypothetical $500K investment would grow to over $3.4 million under the care of an advisor over 25 years. In contrast, the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.
Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source: Vanguard Research
Who are the Top 5 Advisor Firms in the US?
Based on the methodology below, these financial advisor firms are among the top 5 financial advisor firms in the U.S.
| Rank | Company | Assets Managed |
|---|---|---|
| 1 |  | $159,611,530,686 |
| 2 |  | $450,010,401,287 |
| 3 |  | $24,624,055,260 |
| 4 |  | $41,037,701,000 |
| 5 |  | $19,597,393,520 |
Methodology
From among all firms registered with the SEC in the country, that offer financial planning services, primarily serve individual clients, and those that do not have disclosures on their record. The qualifying firms were ranked according to the following criteria:
AUM: Firms with more total assets under management are ranked higher.
Individual Client Count: Firms that serve more individual clients (as opposed to institutional clients) are ranked higher.
Clients Per Advisor: Firms with a lower ratio of clients per financial advisor are ranked higher.
Years In Business: Firms that have been in business longer are ranked higher.
Fee Structure: Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.
These stats are updated as of June 17, 2021.
Is there a minimum investment requirement to work with an advisor?
The minimum investment can vary by advisor or firm. In order for you to be appropriately matched, please complete the quiz as accurately as you can.
Does Outlier Advisor provide investment advice?
Outlier Advisor does not provide investment advice. We partner with a network of licensed & vetted advisors.