✅ AdvisorFinder is Free for Clients
Our platform is completely free for individuals searching for a financial advisor.
Advisors pay to be listed on the platform, connect with potential clients, and access to premium features.
Sound familiar?
Mike paid $3,000 last month for leads that never called him back.
David competed with four other advisors for the same SmartAsset lead and lost to whoever called first.
Jennifer's website gets 12 visitors a month (half are probably her, but she doesn't even have Google Analytics to check).
We get it. Growing your practice shouldn't feel like playing whack-a-mole with bad leads and marketing strategies. That's why we built AdvisorFinder differently.
Here's what we know: Most lead platforms sell the same prospect to five advisors at once. You're competing on speed, not expertise. The prospect gets overwhelmed. Everyone loses except the platform.
We don't do that.Instead, prospects browse your profile. They choose you. You get exclusive connections with people who actually want to work with someone like you.
No bidding wars with other advisors. No racing to dial first. Just quality prospects who found you because you're the right fit.
Soon there'll be just two kinds of advisors.
Those who chase leads, and those who attract them.
Two ways to attract the prospects you actually want
Only pay when qualified prospects choose you
* Per contact inquiry. You only pay when a qualified prospect reaches out to you directly.
Predictable pricing, unlimited visibility
• Basic lead filtering
• Asset agnostic (including <$500K)
• Perfect for advisors building their book
• Google-discoverable profile
• Exclusive connections only
• Enhanced lead filtering
• Focus on $500K+ assets
• Priority placement in search results
• Advanced prospect intelligence
• Dedicated success manager
Join 12,400+ advisors who've ditched the lead mills
The Math Behind Traditional Advisor Marketing vs. AdvisorFinder
Everything you need to know about AdvisorFinder
Yes! AdvisorFinder is completely free for individuals searching for a financial advisor. Only financial advisors pay a subscription fee to be listed and connect with prospects.
No, and AdvisorFinder is not a matchmaking service either. We are building the best possible user experience to help people discover, compare, and connect with financial advisors.
AdvisorFinder is free to use for prospective clients who are searching for a financial professional. Our open marketplace does not hide advisors behind a paywall. Each advisor profile is publicly discoverable.
Our goal is to increase accessibility to financial advisors and make it easier for people to find an advisor based on their unique needs. Many people don't know what advisors actually do, or how much they cost. Your profile on AdvisorFinder answers these questions and allows advisors to showcase their personality.
Check it out for yourself! AdvisorFinder.com/app - Find a Financial Advisor
No, AdvisorFinder charges a subscription fee or pay-as-you-go per-lead fee model. We do not take a split of your revenue for acquiring a client through the AdvisorFinder marketplace.
Once you apply to join, AdvisorFinder sends a payment link to your email address. For large teams, we have custom onboarding and payment.
No — Each advisor is responsible for ensuring their profile is compliant.
AdvisorFinder is an online marketplace where people can search for financial advisors based on their specific wants and needs. On AdvisorFinder, each advisor has their own unique profile that is publicly discoverable.
From experience as a financial advisor, our founding team saw the significant challenges when it came to people finding advisors. Our team recognized the online prospecting solutions for advisors not only resulted in hefty expenses and hundreds of hours spent on different strategies, but they left the people looking for help feeling more confused than when they started.
The opportunity to build a better tech-enabled experience for advisors to find more clients, as well as enhance their online presence, while giving people the easiest way to find or research advisors presented itself.
Today, the wealth management industry is being impacted by technology and changing consumer behaviors. The nuanced approach we are taking with AdvisorFinder is seen with our focus on design and user experience. This is highly intentional as we need to take careful consideration to the emotions and finances of advisors and prospects.
The result is AdvisorFinder: an online marketplace where people can search for financial advisors based on their specific wants and needs. Our goal is to help people feel more confident about choosing a financial advisor.
Read about our founder story here: Early Days Of AdvisorFinder with CEO, Jason Friedman.
AdvisorFinder is based in Virginia Beach, VA. Meet our team
Our team is here to help you grow your practice the right way.
Contact Supportthat is built to scale.
We make it easier for high intent clients to find your advisors.
Our pricing is simple, predictable, and built to scale.
Compliance is a top priority for AdvisorFinder.
Improve the online presence of hundreds of your advisors with our user-friendly profiles, while managing compliance from a simple dashboard.
Compliance admins can get real-time visibility into every advisor profile and interaction, with our custom dashboards.
With custom guardrails, it's easy to protect your advisors from accidentally making a 'guarantee' in their bio, for example.
Never miss a potential connection. Get access to reports on profile views for your advisors and insight into search performance.
"Finally, enterprise software that doesn't feel like it's from 1995... even though the pricing page looks like it!"
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By Advisors, For Advisors
The lead generation industry is broken. It rewards speed over expertise, quantity over quality, and platforms over people. We didn't come here to play nice with the status quo. We came to innovate and build something better.
"We built this because we've been there"