Top directories for financial advisors, CFPs, wealth managers, and FinTech tools. From Coyote Wealth to NAPFA — get found by high-intent clients actively searching for financial expertise.
National Association of Personal Financial Advisors — the gold-standard directory for fee-only fiduciaries in the US. If your FinTech tool serves advisors or planners, this is the partnership channel with the most trust and intent.
Premier curated directory of financial advisors, CFOs, accountants, and wealth managers. If your SaaS or FinTech tool serves finance professionals, reach out directly for partnership or sponsored placement.
Largest financial advisor matching platform in the US, connecting millions of consumers annually. Strong organic SEO for 'financial advisor near me' queries. High-intent lead generation for RIAs and planners.
Yelp's financial services category drives massive local search traffic. 'Financial advisor near me' queries surface Yelp prominently in Google. Essential for local advisors and accounting firms targeting nearby clients.
Informa-owned B2B media and directory platform targeting RIAs, broker-dealers, and wirehouse advisors. Listing here puts your firm or tool in front of professional wealth management practitioners.
Official Certified Financial Planner directory used by consumers to find verified CFPs. Ranks highly for financial planning searches. Listing here is mandatory for any practicing CFP to maximize discoverability.
Independent ranking and review site for top financial advisors, banks, and FinTech platforms. Featured rankings appear prominently in Google for 'best financial advisor in [city]' searches.
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