Top Financial Advisor Companies

Browse 863 verified Financial Advisor companies in Financial & Insurance - tech stack, firmographics, and key decision makers.

What we know about Financial Advisor companies

Aggregated from 851 company profiles, 838 of them with details read from the company's own website.

Top states

  1. Connecticut210 · 25%
  2. California98 · 12%
  3. Oklahoma69 · 8%
  4. Washington67 · 8%
  5. Texas66 · 8%
  6. Florida62 · 7%
  7. Colorado56 · 7%
  8. New Jersey55 · 6%
  9. Louisiana55 · 6%
  10. Maryland53 · 6%
  11. Michigan49 · 6%
  12. New York48 · 6%

Most used technologies

  1. Google Analytics517 · 61%
  2. Google AdSense486 · 57%
  3. Wordpress391 · 46%
  4. Google Tag Manager304 · 36%
  5. jQuery256 · 30%
  6. Google Fonts246 · 29%
  7. YouTube138 · 16%
  8. reCAPTCHA105 · 12%
  9. Font Awesome95 · 11%
  10. Google Maps API83 · 10%

How they work (as stated on their websites)

  1. Free estimates39 · 5%
  2. Online booking26 · 3%
  3. Pricing published online15 · 2%
  4. 24/7 emergency service1 · 0%

Average Google rating

4.77 across 311 rated businesses

Hiring now

21 list open roles on their website · 3%

Credentials stated

  1. Industry certified211 · 25%
  2. Association member69 · 8%
  3. Licensed36 · 4%
  4. Insured24 · 3%
  5. Award winner13 · 2%
  6. BBB Accredited3 · 0%
  7. Background-checked staff1 · 0%

Brands carried or installed

  1. NYLIFE Securities2 · 0%
  2. New York Life2 · 0%
  3. MainStay Funds1 · 0%
  4. Fidelity Investments1 · 0%
  5. National Financial Services1 · 0%
  6. American Funds1 · 0%
  7. MainStay Mutual Funds1 · 0%

Languages served besides English

  1. Spanish8 · 1%
  2. Ukrainian1 · 0%
  3. Vietnamese1 · 0%
  4. French1 · 0%
  5. Portuguese1 · 0%
  6. Persian1 · 0%

Ownership (as declared by the businesses)

  1. Women-owned37 · 4%
  2. Veteran-owned21 · 3%
  3. Family-owned18 · 2%
  4. Employee-owned9 · 1%
  5. Locally owned8 · 1%
  6. Black-owned6 · 1%
  7. Asian-owned5 · 1%
  8. LGBTQ+-owned2 · 0%

863 Financial Advisor companies

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Financial Advisor Companies With Marketing Gaps

Prospect lists by what each business is missing, from its own website and Google listing.

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