Scale your business with high-intent investors.

We're your organic growth partner.

We're committed to providing advisors with quality leads, account flexibility and outstanding customer service.

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How SmartAdvisor Works

First, investors who are in-market for financial advice are invited to take a survey about their investment and financial planning preferences.

Next, after investors complete the survey, SmartAdvisor's in-house concierge team contacts them by phone, text and/or email to validate their contact information and intent.

Once they are validated, investors are matched with up to three financial advisors based on both investor and advisor criteria.

Finally, you receive each lead - complete with all contact information, investable assets, and survey responses - in one of two ways:

Directly to your inbox via email 

Instantly on the phone via SmartAdvisor’s Live Connections program

Meet Your Future Clients

SmartAdvisor connects you with prospects who are looking for a financial advisor. 

More than 3/4

do not currently have an advisor

$890,000

in average assets

Nearly 70%

are retired or nearing retirement

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments.

We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

© 2022 SmartAsset