Referred by a friend?

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 receives compensation from Advisers for our services. 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.

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SmartAsset AMP

What You Can Expect When You Sign Up

You'll make your targeting selections. 
This includes specifying the: 

• Range of investable assets 
• Geographic area (zip code-based) 
• Number of introductions per month

Transparent Pricing
Pay per lead--and set a monthly budget--with no upfront fees.

SmartAsset matches nearly 50,000 people a month with vetted financial advisors like you.

We'll double-check your credentials. 
We seek to provide our users access to the best financial advisors.

We'll introduce ourselves!
We'll give you a call- and a tour of the platform.

You'll start getting matches.
You'll receive email notifications each time you are matched with a prospect. Review detailed information in the SmartAsset AMP interface anytime.

The market for financial advisory services is expected to grow 7% through 2028.¹

Are you positioned to capture this growth?

1. Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, Personal Financial Advisors. 

You're in the right place.

Sign up and receive a $500 credit for you and your friend!

referral program

*Applies to 12-mo subscription. Credit is applied in the next billing cycle.

Get a $500 credit for you and your friend when you sign up.*

Find your next client with SmartAsset AMP.

*Applies to a minimum 12-mo subscription by a new client. Credit is applied in the next billing cycle.

• You will receive a $500 credit toward your plan in the billing cycle following the sign-up. The credit will appear on your SmartAsset AMP invoice.
• There is no limit to the number of credits you may receive! We appreciate your endorsement.
• Continue helping us recruit the best financial advisors while adding to your credits!

How SmartAsset AMP Referral Program Works

• Sign up for a 12-month subscription and receive a $500 credit toward your plan!
• The credit will appear in the billing cycle following your initial subscription date on your SmartAdvisor invoice.
• Your referring friend will also receive a $500 credit once you're signed on.

If you received a link to this page from an existing SmartAsset AMP client...