Everyday we reach high networth consumers looking for an advisor.
Would you like to meet them?
Whether you’re getting started or have been in the business for decades, SmartAsset is here to support your growth.
Schedule a Demo
How the SmartAsset AMP Referral Pipeline Works
Investors complete a detailed survey
Investors who are in-market for financial advice are invited to take a 30+ question survey about their investment goals and financial planning preferences.
Referrals are reviewed
SmartAsset has an in-house concierge team dedicated to validating leads.
Get matched to leads
Advisors are able to set target asset level and geographic ranges for their leads. Once a match is available, you will receive each lead via phone or directly to your inbox.
SmartAsset reaches over 9.5 million* consumers each month with financial content and tools
Search
Calculators
SmartAsset Site
News Partners
TV & Radio
Social Media
*As of December 2023
Our Investors: By the Numbers*
$996K
in average investable assets
66%
do not currently have advisors
82%
are retired or near retirement
*As of December 2023
*Average investor investable assets doesn't include consumers reporting <$25K in investible assets, is calculated using the midpoint of asset tiers selected by the consumer, and aggregated over 2023.
Ready to scale your business? We’re here to do just that.
We know that you want to focus more on managing your client's finances and less on prospecting for leads. SmartAsset has effortlessly matched thousands of advisors with high-intent investors. Our platform is flexible and simple to use and getting started is quick.
Our Awards
We’re grateful to have won a few awards along the way. This wouldn’t be possible without the support of our community.
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