Simplify your search for the right fiduciary financial advisor.

In minutes, you can connect with a trusted financial advisor who understands your goals, preferences and journey.

Find My Fiduciary Advisor

Happy senior couple holding hands and walking on a sunny beach

Simplify your search for the right fiduciary financial advisor.

In minutes, you can connect with a trusted financial advisor who understands your goals, preferences and journey.

Find My Fiduciary Advisor

Happy senior couple holding hands and walking on a sunny beach

Trusted advisor matching, built around you

Datalign makes it simple to connect with a vetted fiduciary financial advisor aligned to your goals, preferences, and stage of life. Our SEC-registered platform uses a short questionnaire to deliver one personalized match—so you can stop comparing endless lists and start getting clear answers.

Datalign makes it simple to connect with a vetted fiduciary financial advisor aligned to your goals, preferences, and stage of life. Our SEC-registered platform uses a short questionnaire to deliver one personalized match—so you can stop comparing endless lists and start getting clear answers.

You deserve trusted financial advice.

Your financial journey and life journey? They're the same adventure. Let us find you an advisor who can support your goals.

Customers Served

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Customers Served

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Customers Served

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Assets Referred

0+Billion

Assets Referred

0+Billion

Assets Referred

0+Billion

Certified Advisors

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Certified Advisors

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Certified Advisors

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Maximize every opportunity

The value of financial advice grows with your portfolio, potentially adding thousands to millions in returns over time.

What you are missing without an advisor

What you are missing without an advisor

Portfolio growth over a 25 year period

Portfolio growth over a 25 year period

Source:

Vanguard Advisors Alpha Report

Middle aged couple looking to each other

Why Americans trust Datalign

Over 90,000 people from all 50 states have found their financial advisor through Datalign — find out why.

Find My Fiduciary Advisor

Find My Fiduciary Advisor

SEC Registered

As a Registered Investment Advisor, Datalign is held to fiduciary standards in how we handle your information. Our platform is built with advanced security measures to safeguard your personal data.

SEC Registered

As a Registered Investment Advisor, Datalign is held to fiduciary standards in how we handle your information. Our platform is built with advanced security measures to safeguard your personal data.

SEC Registered

As a Registered Investment Advisor, Datalign is held to fiduciary standards in how we handle your information. Our platform is built with advanced security measures to safeguard your personal data.

Free For You

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

Free For You

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

Free For You

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

Access to Top Advisors

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list.

Access to Top Advisors

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list.

Access to Top Advisors

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list.

Simple & Fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re connected with one firm aligned to your financial goals & needs.

Simple & Fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re connected with one firm aligned to your financial goals & needs.

Simple & Fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re connected with one firm aligned to your financial goals & needs.

How it works

Our free AI-enhanced platform analyzes your financial situation and connects you with one advisory firm.

Answer a few questions

Get your personalized match

Connect with your advisor

  • Retirement planning question about when you plan to retire with options for already retired, <2 years, 2-5 years, 6-10 years, and 11+ years.
    Datalign Advisory retirement planning form with options for retirement timing: I'm already retired, <2 years, 2-5 years, 6-10 years, and 11+ years.
    Datalign Advisory retirement planning question asking when you plan to retire with options from already retired to 11+ years

    Answer a few questions about your financial situation and preferences. We'll ask about your income, savings, investment goals and how you prefer to communicate.

  • Grid of smiling business professionals in a video conference call.

    Immediately, our system reviews your profile and connects you with one advisory firm aligned to your goals and needs.

  • Representative image of scheduling calendar

    Review your match and schedule a no-obligation introductory call — whenever it works for you.

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Connect with a fiduciary advisor today

Connect with a fiduciary advisor today

Connect with a fiduciary advisor today

In minutes, get matched with a trusted financial advisor who understands your goals, needs and preferences.

Thoughtfully designed

Fast and simple process—built around you.

Precision matching

Only one perfect match—no endless searching, just personalized alignment.

Find My Fiduciary Advisor

Find My Fiduciary Advisor

Young couple walking in the park
Young couple walking in the park
Young couple walking in the park

Frequently asked questions

What is Datalign Advisory?

Datalign Advisory helps you connect with a trusted financial advisor—fast. Our platform uses a short questionnaire to match you with one advisory firm aligned to your goals, preferences, and stage of life, so you can stop searching and start a no-obligation conversation with a vetted financial professional.

How does Datalign match me with an advisor?

You answer a few questions about your financial situation and preferences—like goals, needs, and how you prefer to communicate. Our AI-enhanced platform reviews your profile and connects you with one advisory firm aligned to your situation and preferences.

How long does it take to get matched?

The matching process is designed to take just a few minutes. Once you’re matched, you can review your match and schedule a no‑obligation introductory call whenever it works for you.

Is Datalign free to use?

Yes—there are no fees to you for using the platform, whether or not you choose to work with the advisor you’re matched with. Datalign receives a referral fee from participating advisors for each introduction we make.

Does Datalign share my information with the advisor?

Advisors on our platform pay Datalign a referral fee for introductions. That fee is paid by the matched advisor, and you don’t pay Datalign to use the platform.

Is Datalign SEC registered, and do you provide investment advice?

Datalign Advisory is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor. Datalign provides referrals to third‑party investment advisors based on the information you submit, but does not manage client assets or provide investment recommendations.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally required to act in your best interest—putting your needs ahead of their own, always. This matters because not everyone who calls themselves a “financial advisor” is held to the same legal standard. Fiduciary duty is a key filter when you’re evaluating trust, fees, and conflicts of interest.

Are the advisors fiduciaries?

Datalign’s platform is built around fiduciary alignment, and your match is intended to connect you with a fiduciary advisory firm that fits your needs. In your intro call, you should still confirm fiduciary status in writing and ask how the advisor is compensated so you understand any potential conflicts.

How do I find top rated financial advisors near me?

“Top rated” can mean different things (rankings, specialties, service model, and fit). Datalign helps you find a financial advisor by matching you based on location and your goals, needs, and preferences. Datalign has partnered with top fiduciary advisors, including many who appear on major industry lists.

Do people across the U.S. use Datalign?

Yes. More than 100,000 people from all 50 states have been matched to a financial advisor through Datalign.

What is Datalign Advisory?

Datalign Advisory helps you connect with a trusted financial advisor—fast. Our platform uses a short questionnaire to match you with one advisory firm aligned to your goals, preferences, and stage of life, so you can stop searching and start a no-obligation conversation with a vetted financial professional.

How does Datalign match me with an advisor?

You answer a few questions about your financial situation and preferences—like goals, needs, and how you prefer to communicate. Our AI-enhanced platform reviews your profile and connects you with one advisory firm aligned to your situation and preferences.

How long does it take to get matched?

The matching process is designed to take just a few minutes. Once you’re matched, you can review your match and schedule a no‑obligation introductory call whenever it works for you.

Is Datalign free to use?

Yes—there are no fees to you for using the platform, whether or not you choose to work with the advisor you’re matched with. Datalign receives a referral fee from participating advisors for each introduction we make.

Does Datalign share my information with the advisor?

Advisors on our platform pay Datalign a referral fee for introductions. That fee is paid by the matched advisor, and you don’t pay Datalign to use the platform.

Is Datalign SEC registered, and do you provide investment advice?

Datalign Advisory is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor. Datalign provides referrals to third‑party investment advisors based on the information you submit, but does not manage client assets or provide investment recommendations.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally required to act in your best interest—putting your needs ahead of their own, always. This matters because not everyone who calls themselves a “financial advisor” is held to the same legal standard. Fiduciary duty is a key filter when you’re evaluating trust, fees, and conflicts of interest.

Are the advisors fiduciaries?

Datalign’s platform is built around fiduciary alignment, and your match is intended to connect you with a fiduciary advisory firm that fits your needs. In your intro call, you should still confirm fiduciary status in writing and ask how the advisor is compensated so you understand any potential conflicts.

How do I find top rated financial advisors near me?

“Top rated” can mean different things (rankings, specialties, service model, and fit). Datalign helps you find a financial advisor by matching you based on location and your goals, needs, and preferences. Datalign has partnered with top fiduciary advisors, including many who appear on major industry lists.

Do people across the U.S. use Datalign?

Yes. More than 100,000 people from all 50 states have been matched to a financial advisor through Datalign.

What is Datalign Advisory?

Datalign Advisory helps you connect with a trusted financial advisor—fast. Our platform uses a short questionnaire to match you with one advisory firm aligned to your goals, preferences, and stage of life, so you can stop searching and start a no-obligation conversation with a vetted financial professional.

How does Datalign match me with an advisor?

You answer a few questions about your financial situation and preferences—like goals, needs, and how you prefer to communicate. Our AI-enhanced platform reviews your profile and connects you with one advisory firm aligned to your situation and preferences.

How long does it take to get matched?

The matching process is designed to take just a few minutes. Once you’re matched, you can review your match and schedule a no‑obligation introductory call whenever it works for you.

Is Datalign free to use?

Yes—there are no fees to you for using the platform, whether or not you choose to work with the advisor you’re matched with. Datalign receives a referral fee from participating advisors for each introduction we make.

Does Datalign share my information with the advisor?

Advisors on our platform pay Datalign a referral fee for introductions. That fee is paid by the matched advisor, and you don’t pay Datalign to use the platform.

Is Datalign SEC registered, and do you provide investment advice?

Datalign Advisory is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor. Datalign provides referrals to third‑party investment advisors based on the information you submit, but does not manage client assets or provide investment recommendations.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally required to act in your best interest—putting your needs ahead of their own, always. This matters because not everyone who calls themselves a “financial advisor” is held to the same legal standard. Fiduciary duty is a key filter when you’re evaluating trust, fees, and conflicts of interest.

Are the advisors fiduciaries?

Datalign’s platform is built around fiduciary alignment, and your match is intended to connect you with a fiduciary advisory firm that fits your needs. In your intro call, you should still confirm fiduciary status in writing and ask how the advisor is compensated so you understand any potential conflicts.

How do I find top rated financial advisors near me?

“Top rated” can mean different things (rankings, specialties, service model, and fit). Datalign helps you find a financial advisor by matching you based on location and your goals, needs, and preferences. Datalign has partnered with top fiduciary advisors, including many who appear on major industry lists.

Do people across the U.S. use Datalign?

Yes. More than 100,000 people from all 50 states have been matched to a financial advisor through Datalign.

@ 2026 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf. Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

@ 2026 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf. Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

@ 2026 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf. Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.