Investment Management Financial Advisors
Browse top-rated investment management financial advisors. Compare pricing, specialties, and client reviews.
Investment Management — Vetted Portfolio Managers and RIAs
Investment management involves constructing, implementing, and monitoring a portfolio of securities aligned with your risk tolerance, time horizon, and financial goals. Registered Investment Advisers (RIAs) are fiduciaries — legally required to act in your best interest — and typically manage portfolios on a discretionary basis, meaning they can execute trades without obtaining your approval for each transaction.
Fees for investment management typically range from 0.5%–1.5% of AUM annually, declining at higher asset levels. Evidence-based advisors default to low-cost index funds and ETFs; advisors who consistently recommend actively managed funds with high expense ratios should be asked to justify that choice quantitatively. Always request the advisor's actual composite performance vs. their benchmark before engaging.
What to look for
Look for an RIA (not a broker-dealer representative), a clearly articulated investment philosophy in plain language, transparent fee disclosure in their Form ADV Part 2, and a willingness to share actual historical portfolio performance.
155 professionals found
155 professionals found
This is a demo listing — not a real firm
Award-Winning Fee-Only Wealth Management for HNW Families
Boutique Fee-Only Wealth Advisory for Affluent Families
Fee-Only Financial Advisors for Texas Business Owners
Comprehensive Wealth Management for Tech & Business Leaders
Comprehensive wealth management in Atlanta
Not sure where to start?
Tell us your goals and we'll match you with a vetted financial advisor — for free, no commitment.
Independent Wealth Management for HNW Families in California
Independent Wealth Management with 15+ Year Client Relationships
Fee-Only Financial Advisors for Utah Business Owners
Boutique Wealth Management for Accomplished Individuals
Fee-Only Financial Planning for Life's Biggest Decisions
Comprehensive wealth solutions for professionals
Evidence-based investing in the Midwest
Fee-only financial planning in Colorado
Collaborative financial planning for Atlanta
Values-Aligned Fee-Only Wealth Management
Data-driven investment advisory
Boutique wealth management on the Central Coast
Local wealth management for Colorado families
Cincinnati's leading fee-only wealth manager
Virtual Fee-Only Financial Planning for Modern Professionals
Tampa fee-only wealth planning with four decades of experience
Fee-Only Wealth Management for New York Professionals
Evidence-based investing for Pacific Northwesterners
Comprehensive financial advisory near the nation's capital
Fee-Only Wealth Management for Arizona Families
Texas Independent Wealth Advisory
Low-cost evidence-based investing in San Diego
Comprehensive Fee-Only Wealth Management in Maryland
Financial Planning for Women
Wealth Management for Athletes
Independent wealth management in the Northern Plains
40-Time Top Ranked Denver Advisor
Fee-only tax and wealth management in San Diego
Faith-based financial planning in Richmond
Objective wealth advice for NJ families
Central Florida fiduciary planning merged with Sarasota depth
Sudden Wealth & Inheritance Planning
San Francisco Single-Family Office Approach
Retirement Plan Consulting & Wealth Management
Digital Wealth Management for Mass Affluent
Midwest Fee-Only RIA with 25+ Offices
Fee-Only Planning for Mid-Career Professionals
Top Independent RIA with $800B+ AUA
Fee-only financial advice for everyone
Evidence-based wealth management
National wealth advisory firm with local service
Integrated wealth management in Northeast Ohio
Fee-Only Wealth Management in Arkansas & Oklahoma
Fee-Only Fiduciary Financial Advisors in Oklahoma
National fee-only RIA for high-net-worth families
Minneapolis fee-only wealth manager since 1927
Comprehensive wealth advisory for the affluent
Fee-only wealth advisory with national reach
Atlanta's leading independent wealth advisor
Chicago wealth management for entrepreneurs
Cleveland wealth advisor for generations
Fee-Only Financial Advisor in Lincoln, Nebraska
Tech-forward RIA serving the Bay Area
Fee-only financial planning in the DC Metro
Indiana-based fee-only wealth management
Pittsburgh's trusted fee-only advisor
National independent wealth management firm
Fee-Only Fiduciary Financial Planner in Albuquerque
Award-winning wealth management in the San Fernando Valley
Fee-Only Retirement Planning in Rhode Island
Fee-Only Financial Planning for Hawaii Families
Established Wealth Management in Honolulu
Anchorage fiduciary wealth advisors for Alaska families
Fee-only financial planning for a richer life
Independent wealth management for high-net-worth families
Thoughtful wealth management in Cincinnati
Sophisticated planning for complex financial lives
Fiduciary trust and investment management since 1892
Fee-Only Fiduciary Wealth Management in Idaho
Fee-Only Fiduciary Financial Planner in Bend, Oregon
Fee-Only Estate and Wealth Planning in Arkansas
Fee-Only Wealth Management in South Carolina
Connecticut Independent Wealth Advisory
Chapel Hill Fee-Only RIA for Academics & Professionals
Nashville Fee-Only Wealth for Healthcare & Music
Fee-Only Financial Advisor for Portland Professionals
Fee-Only Wealth Management for New Jersey Business Owners
Comprehensive wealth management across the Midwest
Institutional-quality advice for individuals
Fiduciary wealth management in Southern California
Baltimore's trusted independent financial advisor
Flat-fee fiduciary planning from Mat-Su Valley to Anchorage
Sophisticated wealth strategies for high earners
Retirement-focused planning in Arizona
Independent financial planning in Pittsburgh
Sophisticated wealth advisory in Los Angeles
Fee-Only Retirement Planning in Iowa
Fee-only wealth management in the Blue Ridge
Macro-driven investment management for institutions and individuals
Fee-Only Retirement and Wealth Planning in Virginia
Comprehensive Fee-Only Financial Advisory Since 1994
Values-based wealth management for a better world
Flat-Fee Financial Planning for Young Professionals
Independent Wealth Management with $15B+ AUM
Chicago Fee-Only Wealth Management for HNW Families
Fee-Only Wealth Management for Northern California Families
Jackson-metro fee-only RIA for physicians and professionals
Fee-only fiduciary advising in Maine & New Hampshire
Birmingham-led fiduciary advising across the Southeast
Largest Independent Financial Planning Firm in the US
Chicago Value-Oriented Wealth Management
Evidence-Based Investing with a Media Presence
Atlanta-Based Wealth Management for Affluent Families
Fee-Only Financial Planning for Professionals
Denver Fee-Only Planning for Outdoor Industry Pros
Charlotte Office Serving Southeast HNW Clients
Minnesota Fee-Only Wealth Management
Fee-only wealth management grounded in fiduciary standards
Richmond-Based Fee-Only Wealth Management
Independent fiduciary stewardship for Vermont & New Hampshire
Montana fiduciary strategies for retirees and affluent families
LA-Based RIA for Entertainment & Tech Wealth
Fee-only planning-led advice for physicians and busy professionals
Fee-only fiduciary wealth and tax strategy in Jackson
Employee-owned fee-only practice across Florida & Texas
Fee-only advisory for Bethlehem and beyond
Comprehensive wealth management built on trust
Indianapolis' premier fee-only financial planner
Fee-only financial planning rooted in fiduciary duty
Editorial review by the Coyote Wealth team · Updated June 5, 2026
Benefits of Hiring a Financial Advisor
A fiduciary financial advisor works in your best interest — not on commission — to build a retirement strategy tailored to your income, assets, and goals. Whether you're a business owner planning an exit, a high-income professional managing equity compensation, or a family thinking about multi-generational wealth, the right advisor brings a coherent investment strategy, estate planning guidance, and tax-efficient portfolio management.
Working with an advisor who specializes in your life stage and situation matters: an advisor focused on business owners understands liquidity events, corporate retirement plans, and key-person insurance in ways a generalist may not. Fee transparency — knowing exactly what you pay and how your advisor is compensated — is the foundation of a trustworthy advisory relationship.
How to Choose a Financial Advisor: A Step-by-Step Guide
Follow these four steps before signing any engagement letter.
Step 1: Understand fiduciary duty
Not all financial advisors are fiduciaries. A fiduciary is legally required to act in your best interest; a broker under a suitability standard only needs to recommend products that are "suitable." Ask directly: "Are you a fiduciary 100% of the time?" and get it in writing. Fee-only RIAs registered with the SEC or state are fiduciaries by law, while commission-based brokers typically are not.
Step 2: Clarify the fee structure
Financial advisors charge in several ways: 1% of AUM annually (common), a flat annual fee ($2,000–$10,000+), an hourly rate ($200–$500/hr), or commissions on products sold. AUM-based fees scale with your portfolio size — at $1M, 1% is $10,000/year. Always ask for the full fee disclosure document (ADV Part 2) before signing.
Step 3: Interview the right way
Ask any prospective financial advisor: What is your client minimum? Who is your typical client? How do you get paid — and do you receive any third-party compensation? How often will we meet? What's your investment philosophy? Who will actually manage my account day-to-day? A good advisor welcomes these questions; evasive or vague answers are red flags worth taking seriously.
Step 4: Use FINRA and SEC databases
The SEC's IAPD database lets you look up any registered investment adviser's Form ADV — which includes credentials, fee disclosures, disciplinary history, and services offered. FINRA's BrokerCheck covers registered brokers and broker-dealers. Check both before hiring anyone who manages money. Any disciplinary history or customer complaints should be explored before proceeding.
Frequently Asked Questions
How We Vet Every Firm
Verified Credentials
We check active license status with state boards, the SEC's IAPD, and FINRA BrokerCheck before any firm is listed.
Real Client Reviews
Every review is collected directly from verified clients. We apply spam detection and moderation to ensure authenticity.
Transparent Fees
Listed firms disclose their fee structure. We flag any firm that refuses to share how they charge clients.
Clean Regulatory Record
We screen every firm against SEC, FINRA, and state licensing databases for disciplinary history and sanctions.