SmartAdvisor by SmartAsset

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, SmartAdvisor is here to support your growth.

Schedule a Demo

We work with financial advisory firms of all sizes

Cetera LPL Financial Wealth Enhancement Group Brookstone Capital Management Concourse Financial Group Securities

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.

Survey Question Example

Leads are reviewed

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

Concierge Leads Review

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.

Advisor Profile Example Advisor Profile Example Advisor Profile Example

SmartAsset reaches over 9.5 million* consumers each month with financial content and tools

Search

Search

Calculators

Calculators

SmartAsset Site

SmartAsset Site

News Partners

News Partners

TV & Radio

TV & Radio

Social Media

Social Media

*As of December 2023

Our Investors: By the Numbers*

$890K

in average investable assets

66%

do not currently have advisors

82%

are retired or near retirement

*As of December 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. SmartAdvisor 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.

2022 - Inc. 5000 Award - Ranked #1,065 (top 22%) 2022 - Deloitte Technology Fast 500 - Ranked 250th 2022 - LUMINARIES Class of 2022- Executive Leadership - Finalist - Michael Carvin