Looking for a financial advisor? Onesta is your one-stop-shop! Our platform utilizes client reviews and advanced filtering options to match you with the perfect financial advisor to meet your needs. Our search engine allows you to filter advisors by fee-only, fiduciary, robo advisor, CFA, CPA, retirement planning, and more. Onesta also offers an AI-powered assistant, OnestaBot, which provides educational material and answers finance-related questions.
To ensure the utmost security and trust, Onesta collects and processes SEC registration data for advisors, including form ADV, to provide detailed background checks and reviews. Our platform also allows advisors to manage their profiles and share personal information, giving you the chance to get to know them before making a decision.
We're committed to helping investors make informed decisions, which is why we provide resources such as a list of the top 13 questions to ask when meeting an advisor and advice on how to manage a financial windfall. Choose Onesta for all your financial advisory needs.
