Everyday we reach high net worth consumers looking for an advisor.

Would you like to meet them?

Whether you’re getting started or have been in the business for decades, SmartAdvisor is here to support your growth.

Everyday we reach high net worth consumers looking for an advisor.

Would you like to meet them?

Whether you’re getting started or have been in the business for decades, SmartAdvisor is here to support your growth.

Schedule a Demo

Schedule a Demo

We work with financial advisory firms of all sizes

We work with financial advisory firms of all sizes

How SmartAdvisor 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.

Leads are reviewed

SmartAdvisor has an in-house concierge team dedicated to validating 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.

Get matched to leads

SmartAsset reaches over 65 million* consumers each month with financial content and tools

*As of October 2022

Our Investors: By the Numbers*

$831K

in average investable assets

do not currently have advisors

81%

are retired or near retirement

53%

*As of December 2022

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Learn More

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.

We know that you want to focus more on managing your client's finances and less on prospecting for leads. SmartAdvisor has effortlessly matched thousands of advisors with high-intent investors. Our platform is flexible and simple to use and getting started is quick.

Ready to scale your business? We’re here to do just that.

Get Started

Ready to scale your business?

We're here to help you do just that. We know that you want to focus more on managing your client's finances and less on prospecting for leads. SmartAdvisor has effortlessly matched thousands of advisors with high quality investors. Our platform is flexible and simple to use and getting started is quick.

The advisors featured are not employees of SmartAsset and are actual SmartAdvisor clients. Additionally, they have not been paid for their insights.

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 advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States 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 Adviser, participate in the management of any user’s account by an Adviser 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.

Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

How SmartAdvisor Works

Our Investors:
By the Numbers*

Our Awards