Reaching the largest group of prospective clients searching for advisors and planners online. AdvisorFinder is your digital business developer.
Technology has changed our behavior as consumers. The way you approach clients should change too. AdvisorFinder optimizes the client experience from before you even connect with each other.
A marketplace where people connect with financial advisors
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. One of the founders of AdvisorFinder was a financial advisor; our team makes compliance a top priority.
This feature will not be implemented
Annual subscription fee - visit our Pricing page for more info
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. Each advisor profile allows for advisors to input custom disclosure text, add the RSNIP disclosure if applicable, and other features that make compliance easier.
AdvisorFinder charges an annual subscription fee. The cost is set to gradually increase throughout 2023. Please see our pricing page for more details.
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 perhaps not even in 2024. When we are ready to implement client reviews, each advisor will be notified able to opt in/out to enable reviews on their profile. Advisors on the AdvisorFinder platform will receive advance notice if/when we decide to implement reviews.