AdvisorFinder is designed to be compliant with all SEC marketing rules and other applicable regulations. From the largest broker-dealers to independent advisors, we work with thousands of financial advisors and planners from across the industry and country.
A marketplace where people can find a financial advisor
Advisors apply to join by providing their CRD #
We don't sell leads to advisors, or split revenue
No in-app messaging between clients and advisors
People are searching online for financial advisors now more than ever. AdvisorFinder helps firms and advisors optimize their online presence.
This feature will not be implemented
$22/month - subscription
Enterprise options available
A marketplace where people can find a financial advisor. Each advisor customizes a unique profile. Profiles are publicly discoverable on the marketplace and when people search for advisors based on their unique need.
Financial advisors and planners apply to join by submitting their name, email and CRD #. Our team reviews the BrokerCheck and/or SEC profile of the advisor for any significant disclosures in their background.
Sign up today.
Yes. AdvisorFinder was designed by a former financial advisor. AdvisorFinder has been approved by 100% of the hundreds of firms we've talked to over the last 10 months.
AdvisorFinder charges an annual subscription fee. The cost is set to increase in Q2 of 2023. Please see our pricing page for more details on paying for premium access to AdvisorFinder.
No. There is no in-app messaging on AdvisorFinder. This is intentional because we understand the regulatory implications of communicating with prospective clients.
No. This functionality will not be implemented in 2023, or even 2024 probably. When we are ready to implement client reviews, each advisor will be able to opt in/out to enable reviews on their profile.