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Warmer

Warmer is the largest free financial advisor directory in the United States, helping consumers find, compare, and connect with over 400,000 SEC-registered financial advisors nationwide.

For agents: Searchable directory of over 400,000 SEC-registered US financial advisors with filters and an AI-powered matching quiz.

financial advisor directorysec registered advisorsfind financial advisoradvisor comparison

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T15:03:10.113Z. Cached copy · Source on getwarmer.com

# Warmer

> Warmer is the largest free financial advisor directory in the United States, helping consumers find, compare, and connect with over 400,000 SEC-registered financial advisors nationwide.

Warmer helps anyone in the United States find the right financial advisor for their needs. The directory includes over 400,000 SEC-registered investment advisors and is completely free for consumers to use. Users can search by location, specialties, and fee structure, or take an AI-powered matching quiz that recommends advisors based on their age, location, financial topics of interest, and personal goals. Every advisor profile on Warmer includes their professional credentials, designations, areas of expertise, fee structure, firm affiliation, SEC registration details, and experience history. Consumers can book consultations directly with advisors through the platform.

Warmer's directory covers a wide range of financial planning needs including retirement planning, tax planning, estate and legacy planning, investment management, executive and equity compensation planning, business owner planning, risk management, insurance planning, college savings, divorce financial planning, elder care planning, and debt management. Advisors can be filtered by fee type, including flat-fee advisors who charge a fixed rate rather than a percentage of assets under management, and project-based advisors who charge hourly or per-project fees.

## Find My Advisor

- [Find Your Advisor Quiz](https://www.getwarmer.com/find_my_advisor/new): Free AI-powered matching questionnaire that recommends financial advisors based on your age, location, financial topics, and goals
- [Advisor Directory](https://www.getwarmer.com/directory): Searchable directory of over 400,000 SEC-registered financial advisors in the United States with filters for location, specialties, fee structure, and more

## Advisor Collections

- [Find Advisors Hub](https://www.getwarmer.com/find): Browse curated advisor collections by location, financial specialty, and advisor attributes

Warmer publishes curated collection pages that rank and compare advisors for a specific combination of three optional dimensions: location, specialty, and advisor attribute (modifier). Each page's URL is `/find/` followed by whichever dimensions apply, always in the order location, specialty, modifier — for example `/find/{location}`, `/find/{specialty}/{modifier}`, or `/find/{location}/{specialty}/{modifier}`. Any combination of one or more dimensions is valid.

Locations are U.S. states or metro areas. Specialties number over 100 and span planning topics (retirement, tax, estate, investment management, equity compensation, business-owner planning, insurance and risk, divorce, college savings, elder care, debt), professions (e.g. doctors, attorneys, engineers, military and veterans, executives), and life stages or demographics (e.g. young families, women, widows, specific generations). Modifiers narrow by how an advisor works
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Machine-readable: GET /v1/resolve?q=getwarmer.com · GET /v1/domain/getwarmer.com · this page as Accept: application/json or text/markdown · MCP lookup_domain

Automatically discovered from public files. Inclusion does not imply endorsement or publisher participation.

Claim my listing on Agent Web Map for getwarmer.com:
1. POST https://agentwebmap.com/v1/sites/getwarmer.com/claims and keep claim_id and claim_secret private.
2. Publish the proof: add the line "AgentWebMap ownership: <token>" (token from step 1) to https://getwarmer.com/llms.txt, or use the DNS, meta-tag or well-known method the response describes.
3. POST https://agentwebmap.com/v1/sites/getwarmer.com/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/getwarmer.com).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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