logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-email actcon-phone actcon-external-link actcon-check actcon-x actcon-location actcon-target actcon-check-circle glyph-chat-action glyph-locator-map glyph-score-shield
Concierge plug ana
Questions? Need help?
Book a Concierge!

The best place to find a financial advisor

Finish your search, start your journey

GuideVine makes the search for a financial advisor easier, smarter, and more personal

How does it work?

Ready to get started?

Find your best advisor matches

Browse advisors by specialty and location

GuideVine circle mark

The GuideVine Promise

Advisors on GuideVine are:

Properly Registered

with the SEC or their State


through a civil, regulatory and criminal diligence to make sure they have good records

Highest Fiduciary Standard

which means they are legally obligated to only work in your best interest


on average they have 18 years of experience and manage $180 million each

There is never a charge to use guidevine.com, the GuideVine Concierge Service, or to speak with or meet a financial advisor. GuideVine does not sell your information to advisors. Advisors pay a flat fee to be listed with GuideVine.
Raghav video avatar
Hi, I’m Raghav, CEO of GuideVine. Here to let you know that we take great pride and care in presenting only the best financial advisors for you.
Play Clip

Watch GuideVine on CNBC

CEO Raghav Sharma talks with Kelly Evans on “Closing Bell”

Are you an advisor?

See why hundreds of RIAs have signed up for GuideVine!

Learn more