FWIW, I'm not a fan of today's financial advisers, just due to the fees you pay them. If you have $100k, then fine, I can swallow 1%. But if you have $5M, then 1% or more every year is hard to swallow. I'd look for a fee only guy, or better yet, do the research yourself and find a passive investment firm and look into more index funds with crazy low fees. Over time, I'm convinced you make more going that route. But I get some people don't want to know anything and are OK paying someone. If you're in the middle, you can still find guys to give you advice without the crazy fees attached to what your overall book size is.