AdvisorOS Directory

AdvisorOS Research

Data-driven insights on the financial advisory industry. Original research based on SEC and FINRA registration data covering 113,000+ professionals.

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Published Reports

2026 State of Financial Advisors

Analysis of 113,816+ SEC-Registered Professionals

Comprehensive analysis of the U.S. financial advisory landscape based on 113,816 SEC-registered professionals across 54 states and 2,755 cities.

New York leads the nation with 23,462 registered advisors, followed by California (16,304) and Texas (7,275).

CFP is the most common credential, held by 0% of advisors in our database.

Percentage of AUM is the dominant compensation model, reported by 42% of firms nationally.

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More Research

National Fee Analysis

What do financial advisors cost? State-by-state breakdown.

Credential Guides

CFP, CFA, ChFC — what each designation means.

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