Financial advisors who specialize in Real Estate Investors

Browse financial advisors connected to real estate investors. Compare verified profiles, review counts, ratings, and service details.

14 vetted financial advisors. 22 verified reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

  • "I've been looking for a reliable CPA for — this is not an exaggeration — 20 years. I've engaged with single shingles, regionals and nationals. Not a s…"
    — Alexander, 5.0 stars, for Potrus CPA
  • "Alan and his team have been an invaluable resource for my business. They handle my monthly bookkeeping seamlessly and manage my taxes every year, so I…"
    — daniel, 5.0 stars, for Potrus CPA
  • "Working with Alan and his team has been an excellent experience from start to finish. They're highly responsive, thorough, and proactive and they don'…"
    — Matthew, 5.0 stars, for Potrus CPA

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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.

How does Sam's List vet the professionals on the platform?

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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Yes. Every review on Sam's List is submitted by someone who has interacted with that firm. We do not allow firms to remove negative reviews or manipulate their ratings. Every reviewer must authenticate through LinkedIn, Google, or Twitter before submitting a review. No anonymous reviews are allowed.

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.

Does it cost anything to use Sam's List?

No. Sam's List is completely free for anyone searching for a financial professional. You can browse profiles, read reviews, take the matching quiz, and contact professionals at no cost.