Financial advisors for Alternative Investments

Browse financial advisors connected to alternative investments. Compare verified profiles, review counts, ratings, and service details.

63 vetted financial advisors. 59 verified reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

  • "Working with Chris has been a game-changer. Unlike other advisors who stick to the basics, he introduced me to tax-efficient strategies and alternativ…"
    — Mitchell, 5.0 stars, for Chris Gure
  • "My experience with Arynton has been exceptional. He is responsive and eager to engage with me in pretty much any topic that has to do with my financia…"
    — zmatilsky901, 5.0 stars, for Arynton Hardy
  • "Scott DeSantis from @CivicFinancial is undoubtedly a vetted in the business. He excels in tax strategy, financial planning, insurance, and portfolio m…"
    — Paolo, 0.0 stars, for Civic Financial

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Frequently asked questions

What is Sam's List?

Sam's List is a curated directory of vetted financial professionals including accountants, CPAs, financial advisors, bookkeepers, and fractional CFOs. We help business owners and high net worth individuals find the right professional through verified reviews, detailed profiles, and a matching quiz that connects you with professionals based on your needs, industry, and financial profile.

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Every professional on Sam's List goes through a review process before being listed. We review their credentials, confirm they are actively practicing, and monitor their client reviews over time. Unlike directories that let anyone pay to be listed, we maintain quality standards so the professionals you see are legitimate and reputable.

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How is Sam's List different from other financial professional directories?

Most other platforms take 5-10% of your annual contract when you hire a firm through them, sometimes in perpetuity. Sam's List takes zero referral fees and zero commissions. Our reviews are verified through social authentication and cannot be removed by the firm, and our matching quiz recommends professionals based on your specific situation rather than who paid the most for visibility.

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