Sound familiar?
Mike paid $3,000 last month for leads that never called him back.
David competed with four other advisors for the same 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 generation 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.On AdvisorFinder, leads choose you. A prospect chooses to be introduced to you - either to you alone, or to you and one or two other advisors they want to compare.
No bidding wars. No lead lists sold to five advisors at the same time. Just introductions to people who asked to meet you.
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.
Starting at $5,000 per month - You set a monthly budget
* Cost per connection varies by target tier. You choose who you want to connect with.
Predictable pricing, unlimited visibility
• Basic lead filtering
• Perfect for advisors building their book
• Google-discoverable profile
• Introductions to prospects who chose you
• Enhanced lead filtering
• Focus on $500K+ assets
• Advanced prospect intelligence
• Monthly performance analytics
• Dedicated success manager
Join the advisors and firms already on AdvisorFinder
Our team will be in touch
that 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.
Your firm can pay for your advisors' Marketplace participation.
Compliance is a top priority for AdvisorFinder.
See how a $10B RIA grew with AdvisorFinder: Read the enterprise case study
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 introduction. Get access to reports on profile views for your advisors and insight into search performance.
See How AdvisorFinder Delivers Better Economics Than Traditional Lead Platforms
* Time value uses $100 per hour. The calculator assumes about 45 minutes per traditional lead (first contact and follow-ups) and about 33 minutes per AdvisorFinder introduction. The traditional conversion rate (2.9%) is an industry estimate from public data. The AdvisorFinder rate (8.9%) is an AdvisorFinder estimate. The $920k starting value is an example. Enter the typical assets of the clients you want. Your results will differ.
Actual results may vary based on your specific situation, market conditions, and how well you work those leads. This is not financial advice, not a guarantee, and definitely not a crystal ball. This is informational only and is not intended to provide specific advice or recommendations. ROI calculations may be based on assumptions that may not reflect real costs or outcomes. ROI metrics presented are provided for illustrative purposes only and do not guarantee future performance or investment outcomes.
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 premium features.
Everything you need to know about AdvisorFinder
Yes. AdvisorFinder is free for consumers. Marketplace advisors, or their firms, pay to participate.
No. Most lead gen companies sell the same lead to five or more advisors at the same time. AdvisorFinder works differently:
• Leads choose you. A prospect chooses to be introduced to you - to you alone, or to you and one or two other advisors they want to compare.
• Your referrals can find you. Many referrals look you up online before they call. Your AdvisorFinder profile is built to be found in search and AI answers, with the information prospects look for.
See how one advisor used AdvisorFinder: Read the case study
Compare lead generation options side by side: Lead generation, compared
No. You pay through a subscription, a fee for each introduction, or an arrangement your firm pays for. AdvisorFinder does not take a split of your revenue from clients you get through AdvisorFinder.
Once you meet with an AdvisorFinder representative, you two will determine how and when you’ll pay. For large teams, we have custom onboarding and payment.
No. To join the Marketplace, an advisor must have an active CRD number and be in good standing with their regulator (the SEC, FINRA or their state). Each advisor or firm is responsible for keeping their profile content compliant.
AdvisorFinder is a free website that helps people find a financial advisor. Take a short quiz to see advisors who work with people in situations like yours, compare their specialties, typical clients and fees, and connect with the ones you choose. The advisors in the quiz participate in our paid marketplace; they or their firms pay for participation and prospective-client introductions. Already have an advisor in mind? Look them up in AdvisorFinder's directory, which lists U.S. advisors from public SEC and FINRA records whether they pay or not.
Read our founder story: 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 Support
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"