First, organize your financial paperwork, review your portfolio, and then conduct research to the type of advisor or wealth manager you might need.

Just over 40% of consumers surveyed in the US in January / February 2009, say they are ready to switch from their current advisor.  This trend is due to the size of the client base that large advisory firms have been carrying for the past 4-5 years.

Second, look for the right size firm — that has a similar investment philosophy to yours.  Sometimes the best firm is not in your immediate area! 

Good luck with your search for a financial advisor: