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Find a Trusted Advisor
Get connected with a trusted advisor in minutes to protect and plan for your financial future.
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Financial
Guidance
Shouldn’t be
Complicated
Outlier Advisor was founded to make expert financial advice easy to access. Too often, people put off planning because they don’t know where to start. We simplify the process so you can connect with experienced, trustworthy advisors who can help you protect and grow your wealth.
Finding the Right Advisor Is Harder Than It Should Be
The financial world is crowded with options, and it’s not always clear who to trust. Many people struggle to find an advisor who understands their needs, communicates clearly, and has the right experience. Outlier Advisor solves this by connecting you with vetted professionals who meet high standards of integrity and expertise.
A Simple Path to the Right Advisor
We simplify the process so you can connect with experienced, trustworthy advisors who can help you protect and grow your wealth.
Tell us About Yourself
Answer a few quick questions about your financial goals and preferences.
Get Matched
We connect you with experienced, pre-screened advisors in your area.
Start the Conversation
Schedule a call and begin planning for a secure financial future.
Advisors You Can Rely On
Every advisor in our network is carefully reviewed for credentials, experience, and client satisfaction. We hold our partners to the highest standards so you can feel confident in the guidance you receive.
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Advisor Network Specialties
Tax Optimization
Strategies to minimize tax liabilities and keep more of what you earn.
Capital Preservation
Protecting your wealth from unnecessary risk and market volatility.
Retirement Income Planning
Building reliable income streams for a secure retirement.
Capital Growth
Growing your investments to meet long-term financial goals.
Business Owners
Tailored planning for entrepreneurs and family-owned businesses.
Inheritance
Managing and transferring wealth smoothly and tax-efficiently.
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Frequently Asked Questions
Advisors in our network may charge a flat fee, a percentage of assets under management (AUM), or hourly rates. Outlier only connects you with fiduciary advisors who are transparent about their costs, so you know exactly what you’re paying for.
Look for credentials like CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst). Also ask how long they've been practicing and whether they've worked with clients in similar financial situations.
Advisors may provide investment management, retirement planning, tax strategies, estate planning, insurance advice, and budgeting. Be sure their services align with your goals.
Advisors may provide advice on investment management, retirement planning, tax strategies, estate planning, insurance advice, or budgeting. Be sure their services align with your goals.
Only fiduciary advisors are legally required to act in your best interest. Be sure to ask if the advisor operates under a fiduciary standard.
Communication frequency varies. Some advisors meet monthly, quarterly, or annually. Confirm how often you'll receive updates and how they prefer to communicate: phone, video, or in person.
An IPS is a written plan that outlines your investment goals, strategy, and rules for monitoring progress. It helps ensure long-term alignment between you and your advisor.
This gives insight into the advisor's availability and ability to provide personalized attention. Fewer clients often means more direct access.
It's important to ask this directly. You can also verify an advisor's background using FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure website.
Advisors often focus on specific groups, such as retirees, business owners, or high earners. Look for someone experienced in handling situations similar to yours.
A financial advisor can help navigate the complex world of modern investing. A recent Vanguard study found that, on average, a hypothetical $500K investment would grow to over $3.4 million under the care of an advisor over 25 years. In contrast, the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio. Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years. Source: Vanguard Research
Based on our methodology, these financial advisor firms are among the top 5 financial advisor firms in the U.S. From among all firms registered with the SEC in the country that offer financial planning services, primarily serve individual clients, and do not have disclosures on their record, the qualifying firms were ranked by assets under management, individual client count, clients per advisor, years in business, and fee structure. These stats are updated as of June 17, 2021.
The minimum investment can vary by advisor or firm. In order for you to be appropriately matched, please complete the quiz as accurately as you can.
Outlier Advisor does not provide investment advice. We partner with a network of licensed and vetted advisors.
Still Have Questions About Finding the Right Path?
Get in touch and we'll answer your questions.
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