51 Trending Financial Advisor Businesses [2024]

Pat Walls

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Updated: July 24th, 2023

Become A Financial Advisor

A financial advisor helps people manage their money and reach their financial goals by providing personalized advice on investments and overall financial planning.

To start a business in this field, you should consider a solid financial background, relevant certifications, and good people skills.

Building credibility through education, gaining experience, and networking are key steps to success in the financial advisory business.

Looking for some examples of a financial advisor?

Interested in case studies of a successful financial advisor? Check out our full list of success stories.

1. Edward Jones

An investment company that offers a personal approach to investing. With 14,000 financial advisors ready to provide guidance for your retirement, wealth management and insurance needs.

Where they're located: Manhattan Community Board 1, New York, USA
Website traffic: 8.46M/month

2. Merrill Edge

Open an account and invest on your own terms - put your own investing ideas into action online or invest with an advisor. Access tools and research to plan for what matters most.

Where they're located: Municipio Puerto Villarroel, Cochabamba, Bolivia
Website traffic: 1.98M/month

Learn more about starting a financial advisor:

Where to start?

-> How to start a financial advisor?
-> How much does it cost to start a financial advisor?
-> Pros and cons of a financial advisor

Need inspiration?

-> Other financial advisor success stories
-> Marketing ideas for a financial advisor
-> Financial advisor slogans
-> Financial advisor names
-> Financial advisor Instagram bios

Other resources

-> Financial advisor tips

4. Investing Services, Financial Advisors

Wells Fargo Advisors provides a full range of investing services and financial solutions. Visit WellsFargoAdvisors.com to consult a Financial Advisor today.

Where they're located: La Cautiva, Córdoba, Argentina
Website traffic: 1.64M/month

5. TimeTap: Enterprise grade schedule for businesses

Appointment booking doesn't have to be hard. TimeTap makes online booking an easy process for businesses & their clients.

Where they're located: Baton Rouge, Louisiana, USA
Website traffic: 500K/month

6. AXA.com

Where they're located: Ninove, Flanders, Belgium
Website traffic: 370K/month

7. StoneX

Where they're located: Vicuña, Coquimbo Region, Chile
Website traffic: 170K/month

8. Ameriprise Advisors

Where they're located: Columbus, Ohio, USA
Website traffic: 220K/month

9. DFCU Financial

DFCU Financial, a full-service Michigan credit union, offers online checking, banking, mortgages, loans, investments and much more in Ann Arbor, metro Detroit, Grand Rapids and Lansing

Website traffic: 360K/month

10. International Livestock Research Institute

Where they're located: Mokyer, Southern Nations, Ethiopia

11. CFP Board

CFP Board sets and enforces standards for the CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning.

Where they're located: Dighalia, Dhaka Division, Bangladesh
Website traffic: 170K/month

12. DWS

DWS Group (DWS) is one of the world's leading asset managers. Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.

Where they're located: Ninove, Flanders, Belgium
Website traffic: 360K/month

13. TPG

Incubated in a family office, started and headquartered in Fort Worth and San Francisco, TPG now has over $70 billion under management with investment and operational teams in 17 offices around the world.

Where they're located: Cotosaz, Pastaza, Ecuador
Website traffic: 70K/month

14. Milliman

A worldwide provider of actuarial and related products and services, we help our clients protect the health and financial well-being of people everywhere.

Where they're located: South Australia, Australia
Website traffic: 120K/month

15. First Command

With over 50 years of financial coaching experience and over 170 offices around the world, First Command is proud to serve America's military and civilians.

Where they're located: Fort Worth, Texas, USA
Website traffic: 220K/month

16. Bull Oak Capital

Bull Oak Capital is the best rated fiduciary, fee-only financial advisor in San Diego. We offer money management & certified financial planning services.

Where they're located: San Diego, California, USA

17. The National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. Visit us today to find an advisor near you.

Where they're located: Saint-Sulpice-les-Champs, New Aquitaine, France

18. deVere Group

deVere Group is the world's leading independent international financial consultancy providing expert advice to expatriate clients and investors around the globe.

Where they're located: Ghanzi District, Botswana

19. Olde Raleigh Financial Group

Olde Raleigh Financial Group, A Member of Advisory Services Network, LLC offers best in class wealth management based on personal relationships.

Where they're located: Raleigh, North Carolina, USA

20. Financial Mirror

Financialmirror.com is the leading English-language business news site in Cyprus, reporting on business, the economy, energy and shipping.

Where they're located: Kannavia, Cyprus
Website traffic: 90K/month

21. Johnstone Financial Advisors

Where they're located: Vancouver, Washington, USA

22. Anders CPA

Anders CPAs + Advisors in St. Louis offers advisory, audit and assurance, and tax services to businesses large and small, so you can focus on what you do best.

Where they're located: Saint Louis, Missouri, USA

23. unknown

Where they're located: Dighalia, Dhaka Division, Bangladesh

24. Cultivate Advisors

Cultivate offers tailored 1:1 advising, access to hundreds of resources, and a community of small business owners to help you grow your business.

Where they're located: Vancouver, Washington, USA

25. unknown

Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States.

Where they're located: Anaheim, California, USA

26. HUB Financial

Where they're located: Livade, Croatia

27. Financial Advisory

Interest rates from banks/providers worldwide for deposits, savings, loans/mortgages and credit cards by country, region or currency.

Where they're located: In Salah, In Salah, Algeria
Website traffic: 60K/month

28. Home

Where they're located: In Salah, In Salah, Algeria

29. Insurance Advisors Of St. Louis

Insurance Advisors Of St. Louis an insurance agency providing health insurance, car insurance and more. All by Independent Insurance Agents.

Where they're located: Saint Louis, Missouri, USA

30. Find a Certified Divorce Financial Analyst (CDFA) Professionals

Find a Certified Divorce Financial Analyst (CDFA) Professionals

Where they're located: Hialeah Trailer Park, Florida, USA

31. Allworth Financial

We believe everyone deserves a secure retirement, and your future starts with straightforward guidance and support to help you build your financial confidence today.

Where they're located: Cincinnati, Ohio, USA

32. Financial Adviser Standards and Ethics Authority Ltd

At FASEA, we raise the education standards of financial advisers to build consumer trust. Consumers & advisers can view the FASEA approved list on our site.

33. Founders Advisors |

Founders Advisors—a merger & acquisition firm serving middle-market companies spanning a variety of industries across the nation, including: business services, consumer, energy, healthcare, industrials, and technology.

Where they're located: Birmingham, Alabama, USA

34. KB Financial

We provide financial planning & wealth management to tech industry professionals in San Francisco, CA. Specialties: stock options, IPOs, & wealth management

Where they're located: San Francisco, California, USA

35. Hightower Corporate

Looking to grow your financial advisory business or find a firm to help you manage your wealth? Learn more about Hightower Advisors today.

How much they make:
Where they're located: Omaha, Nebraska, USA
Current team size: 490

36. Snider Advisors

Snider Advisors in Irving, TX is committed to providing retirement education to our clients and investors. Learn how we can help maximize your retirement.

Where they're located: Irving, Texas, USA

37. National Debt Helpline – Free financial counselling

Where they're located: South Australia, Australia

38. Index Fund Advisors, Inc.

Index Fund Advisors is a fee-only independent fiduciary financial advisor that specializes in risk-appropriate portfolios of index funds.

Where they're located: Irvine, California, USA

39. Blacktower

Blacktower Financial Management - Financial Planning Services & Wealth Management Specialists. Located in 13 countries across the globe, our network of Independent Financial Advisors can help you with anything from Retirement Planning to Wealth Management, Regular Savings and Investments to Pension Transfers Overseas.

Where they're located: Skårup, Central Denmark Region, Denmark

40. Blevins Franks

Where they're located: Kannavia, Cyprus
Website traffic: 120K/month

41. Venerable Annuity

Venerable is private company and an emerging business with well-established, strategic investors, experienced in successfully building and growing insurance businesses with patient, long-term capital.

Where they're located: Dighalia, Dhaka Division, Bangladesh

42. The Financial Diet

How much they make:
Website traffic: 660K/month

43. Well Kept Wallet

Learn how to make money, save money, pay off debt and invest so that you can achieve your goals with Well Kept Wallet.

How much they make:
Where they're located: Phoenix, AZ, USA
Current team size: 5

44. Family Office Club

The Family Office Club has more registered family offices than any other community or family office association globally (PDF Infographic Download). Since 2007, our organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office community. If you would like free access to any of the events below and the other benefits of the Family Office Club, apply for membership today.

Where they're located: Key Biscayne, FL, USA
Current team size: 43

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Becoming A Financial Advisor: Everything You Need To Know

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46. Humphrey

Welcome back to Instagram. Sign in to check out what your friends, family & interests have been capturing & sharing around the world.

How much they make:
Where they're located: San Francisco, CA, USA

47. The Broke Generation

Where they're located: Melbourne VIC, Australia

48. Financial Samurai

Slicing Through Money's Mysteries

How much they make: $360K/year
Where they're located: San Francisco, CA, USA
Current team size: 0

I Left My 13 Year Career To Start A $120K/Year Financial Advice Blog

Financial Samurai founder, Sam Dogen, shares how he turned his cathartic writing hobby into a personal finance site that generates over $10K a month in passive advertising revenue and has over 1 million organic visitors a month, as well as his tips on starting and growing a business, and diversifying clientele.

About

Sam started Financial Samurai almost 15 years ago

Revenue

Sam grew the business to $30K/month

Read this case study

Read by 5,061 founders

49. Making Sense of Cents

Welcome to Making Sense of Cents. Here we talk about personal finance, paying off student loans quickly, how to reach financial independence, money tips, and much more.

How much they make: $900K/year
Where they're located: Living on a Sailboat
How much did it cost to start: $100
Current team size: 1
Website traffic: 210K/month

How I Started A $100K/Month Blog About Personal Finance

Michelle Schroeder-Gardner earns $100,000 a month from Making Sense of Cents, a personal finance and lifestyle blog where she writes informative and fun articles about financial freedom and her life on the road, thanks to a diversified traffic approach and monetization strategies, such as affiliate marketing, sponsored partnerships, and course sales.

About

Michelle started Making Sense of Cents over 12 years ago

Revenue

Michelle grew the business to $75K/month

Costs

It cost Michelle $100 to start the business

Read this case study

Read by 18,565 founders