We believe an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success.

Dimensional’s Find an Advisor tool can help you locate an advisor near you.

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Ninth largest US mutual fund family

 

Source: Morningstar Direct Asset Flow. As of September 30, 2016.

Loads paid to advisors by Dimensional US mutual funds

Working with financial advisors in the US

Financial Advisors on Investing

When you see markets differently, you live your life differently. Hear financial advisors address common investment questions and discover how qualified advice can improve your investment experience.


How Do I Handle the Ups and Downs in the Market?
Why Should I Invest Internationally?
Is Now a Good Time to Be in the Market?

Dimensional Fund Advisors LP does not endorse, recommend, or guarantee the services of any advisor. The experience of the speaker may not be representative of the experiences of other individuals. There is no guarantee an investing strategy will be successful.

Robert Merton
ROBERT MERTON
Nobel laureate, 1997 Professor, MIT; Resident Scientist, Dimensional Holdings
“Knowing that someone has the incentive to work for you, rather than do something else, is pretty fundamental.”

Find an Advisor tool for informational purposes only. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor. We urge you to carefully evaluate any advisor whom you may consider hiring. You are responsible for monitoring your advisor’s investment performance. We will not supervise or monitor the advisor’s activities or your account, nor are we responsible for the performance of your investments. We have no discretionary authority or control with respect to how your advisor manages your investment assets. We disclaim any responsibility or liability for any damages arising from your decision to engage the services of an advisor.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC. None of the other Dimensional entities are currently licensed by, registered with, or supervised by the Securities and Exchange Commission. Nothing on this website shall constitute or serve as an offer to sell products or services in any country or jurisdiction by any Dimensional global firm. For informational purposes only. All information is given in good faith and without warranty and should not be considered investment advice or an offer of any security for sale.

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Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional Funds.

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* All advisors shown in the search results manage at least $20 million in total assets and have used Dimensional funds for at least one year (based on data known to Dimensional).
** Advisors who primarily use Dimensional funds have over 40% of firm assets invested in Dimensional funds (based on data known to Dimensional).