Reach the most experienced and successful financial planners and advisors with our ERISA Financial Planners & Advisors Database. Each investment professional in our database holds various certifications and licenses. These highly qualified financial planners are members of key financial planner associations such as: Chartered Financial Associates (CFA), National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA ), National Association of Independent Financial Advisors (NAIPFA), and International Association of Registered Financial Advisors (IARFC). Also included in our database is registered financial advisors in ERISA pension fund filings and registered stock brokers approved by the SEC.
Our data comes directly from the U.S. Department of Labor as well as from various financial planning and financial advisor industry associations.
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