Compliance for Financial Advisors

AdvisorFinder is 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.
what to expect

Compliant advisor
marketing that actually resonates with prospects

What is AdvisorFinder?

A marketplace where people connect with financial advisors

How it Works

Advisors apply to join by providing their CRD #

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Not a Solicitor

We don't sell leads to advisors, or split revenue

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No Messaging with Prospects

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. AdvisorFinder was founded by a former financial advisor; our team makes compliance a top priority.

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Annual subscription fee - visit our Pricing page for more info

Proud to work with advisors from leading firms

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logo for LPL Financial

among many other great partners

and 100s of Independent RIAs

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logo for LPL Financial
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Frequently Asked Questions

What is AdvisorFinder?
How do I sign up?
Is AdvisorFinder compliant for me and my firm?
How much does it cost?
Will I get messages from prospects?
Can clients leave reviews?