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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors by state

Every SEC-registered financial advisor who lists the Certified Financial Planner designation, by the state and city of the office they work from.

Questions

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How many CFP financial advisors are there?

0 SEC-registered investment adviser representatives list the CFP designation in their SEC record. An advisor with offices in two states counts in each.

How do I find a CFP near me?

Pick your state, then your city, to see every advisor there who lists the CFP, with their firm and a link to their full profile and SEC record.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.