There are hundreds of different financial services companies out there but finding them all can be difficult. Many do a poor job of marketing their businesses which makes it necessary for you to browse financial services directories. Also these are great places to earn visibility for your financial services company – get financial services niche links back to your website or a clients website, and establish more brand awareness.
Unfortunately, these financial services directories are often local or only cover certain aspects of the industry. For this reason, we have compiled the ultimate list of financial services directories so that you can browse them all to find the right company for you.
The III is an industry institute which was created to help to encourage cooperation and unity among insurance companies. However, in recent years it has expanded to cover a wider scope.
It has a reliable directory of hundreds of companies across the United States of America, all of which work in the financial services industry.
When compared to other directories this one is superior in that it is incredibly well categorized. Many are roughly done, often with mistakes or a total lack of categories. But the III list is structured depending on the market that each firm works in and then by alphabetical order.
If you are looking for a specific business, then this list can be helpful. Similarly, you could also use it for searching for local firms by looking at the page for the address of different firms. However, this could be greatly improved by a map plugin which could show where each firm is located across the country.
The Better Business Bureau or BBB is a government-owned organization which helps consumers to make more informed decisions regarding the companies that they work with.
Each company is listed on the BBB, and they are either accredited or not. But more importantly, consumers can see whether other customers have left any reviews or complaints about the business.
Although this directory is not specialized to just financial services, it’s the most comprehensive business directory in the United States. You can easily search by state and even by city or town, allowing you only to consider those financial services companies that are located near you.
The FSD is the market-leading directory, specializing only in businesses that operate within the financial services market. This market includes financial planning, wealth management, retirement, and insurance.
To start with you can search based on the category of service that you are looking for, helping you to narrow down the potential candidates. But more importantly, you can include a city or zip code to see which are located closest to you.
Arguably this is a far superior to the BBB method because you can use a specific zip code to narrow down your search even further.
The Booger Lists is a resource website that includes a huge directory of companies in industries such as venture capital, financial services, marketing, and software. Even within these industries, you can narrow down your search even further by selecting any of the sub-categories.
For their financial services directory, you can select from a wide range of categories including accountants, investment banks, insurance brokers and card services.
Although their website is visually dated, the information is up-to-date and is easy to use. Unfortunately, there are no criteria for searching via location, and therefore this makes a list far less useful for smaller businesses who need local financial services.
USSIF is the Forum for Sustainable and Responsible Investment, and they have a directory on their site for financial services that quality as sustainable and responsible. Within this directory, you can specify the type of service you are looking for, as well as using a US radius search which is incredibly useful for small companies.
This organization dedicates itself to helping businesses to invest money on behalf of their clients responsibly and sustainably. For this reason, you can be confident that the corporations on this list are great options.
Bright Scope is an innovative and modern alternative to traditional directories, helping to ‘shine the light’ on mutual funds, investments, and financial problems. They work hard to help you to evaluate financial advisors and the variety of funds that are available.
By analyzing thousands of lines of data they can figure out which funds perform best, which advisors are the most successful and what you should do with your money.
For unsophisticated investors, a program like Bright Scope can be incredibly useful because it takes a complicated problem and makes it simple.
But just as importantly, their website is intuitive and beautiful. These factors make it far easy and more enjoyable to use, especially when compared to the Boogar Lists and other traditional directory websites.
The National Association of Personal Financial Advisors is the go-to site for finding more information about advisors and their specialty. To become a member of this website financial advisors must prove that they are qualified, making this site an excellent choice for triple-checking that your potential candidates are accredited.
Their “Find an Advisor” feature is intuitive and quick, giving you a huge selection of filters to choose from so that you can find a specialist. When compared to alternative directories the NAPFA directory is comprehensive, allowing you to see real specialists rather than generalists.
They also have a map plugin so that you can see where each of the companies is located. Perhaps even better is their “Find Advisors Near Me” feature which will use your GPS location to find a range of financial service companies within a short distance from your current location.
The FPA or Financial Planning Association is the most significant financial planning group in the United States, and on their site, you can find an entire list of CFP accredited professionals.
Most would recommend only working with CFP accredited planners because this means that they must pass a minimum standard of knowledge.
On their directory, you can either search directly by the state that they are located in or by a specific city, or by their name if you know the company you want to work with.
Finding the right advisor can be tough, but Financial Advisors makes it a breeze, by allowing you to search based on the service that they offer, as well as their specialty and location.
Although not quite as comprehensive as websites like FPA or NAPFA, they do have a wide selection of financial services companies from across the country.