GROW AND THRIVE Find a financial professional in your area

Whether you're looking to start a new retirement plan at your business or have an existing plan without an advisor of record, our locator tool can help you search for a financial professional who can answer your questions and/or identify the right plan for you.


Please note: This is not a comprehensive list of all financial professionals. While we make efforts to ensure that our list is up to date and accurate, they may leave our network from time to time, and this list is subject to change.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
The third-party financial professionals and their firms provided for your consideration are independent, and not employees or agents, of Capital Client Group, Inc. or any of its affiliates. Capital Client Group has no responsibility for the professionals’ actions and by using this locator tool you acknowledge that Capital Client Group does not endorse or recommend any such professionals and agree to hold the American Funds, Capital Client Group, any of its affiliates or mutual funds managed by such affiliates, and each of their respective directors, trustees, officers, employees and agents harmless from any losses, expenses, costs or liabilities (including attorney fees) that may be incurred as a result of the professionals’ actions.
You must decide whether to work with a particular financial professional and the terms of the arrangement. Before entering into an arrangement with a professional it is prudent to review their background and experience. The Financial Industry Regulatory Authority provides a tool called BrokerCheck, which can assist you in this effort. The tool allows investors to see a professional's employment history, licenses and any regulatory, criminal, civil and customer complaints involving the professional.