NAPFA: The National Association of Personal Financial Advisors

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The Advanced Search option may be used to reduce the number of advisors to choose from in your area, or to identify NAPFA members from a greater distance if you have a financial planning situation which requires a particular specialty. All NAPFA-Registered Financial Advisors and Provisional Members have a broad-based advanced education in financial planning and have proven a level of competency by submitting a comprehensive financial plan for peer review.

All firms provide comprehensive financial planning services and advisors should be comfortable with most general planning issues. Some areas of expertise, like Charitable Giving – Trusts & Foundations are technical in nature, others like Planning Issues for Business Owners describe a client focus for the firm.

If you have a particular concern, or want to filter results based on a selected criteria, use the Advanced Search below. Your results will include advisors who specialize in at least one of the areas of expertise selected.


















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The NAPFA Find an Advisor search form and its results are solely intended for consumer use. It should not be used by marketers, the media or any other persons. Users other than those authorized will be liable to NAPFA for liquidated damages, which could reach $50,000.