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Find investment advisors who build and manage portfolios aligned with your goals and risk tolerance.
Whether you're looking for active management or passive strategies, connect with fiduciary advisors who put your interests first and have the track record to prove it.
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Connect with verified investment management advisors who specialize in your needs.
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Featured Investment Management Advisors
Top-rated investment management advisors across the country
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Commission-Based
Min. Assets
$1,000,000
Experience
24 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Based
Min. Assets
$250,000
Experience
11 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
Fee Structure
Fee-Based
Min. Assets
No Minimum
Experience
13 years
Response Time
Same day
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Only
Min. Assets
$500,000
Experience
20 years
Response Time
Within 1 hour
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Commission-Based
Min. Assets
$1,000,000
Experience
24 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Based
Min. Assets
$250,000
Experience
11 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Choosing a Investment Management Advisor: What You Need to Know
What to Look For
- Verify fiduciary status and fee structure
- Check relevant certifications (CFP, CFA, etc.)
- Review client testimonials and track record
- Compare multiple advisors before deciding
- Confirm their specialty aligns with your needs
Typical Fee Structures
- Fee-only: Flat fee or hourly rate
- AUM-based: 0.5% - 1.5% of assets managed
- Commission-based: Varies by product
- Fee-based: Combination approach
- Many offer free initial consultations