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$34.5 billion

in new, closed assets under management in 2023*

unique consumers reached each month

~9.5 million

$996k in average assets

from those seeking an advisor**

Ready to learn more about how SmartAsset AMP can help you grow your business? Schedule a Demo.

*The estimated AUM closed by advisors from SmartAsset referrals is based on the number of matches made between validated investors reporting over $25K in investible assets and advisors in 2023. Further, the calculation assumes: a 4% close rate (based on data collected from partners and industry benchmarks) and an average amount of assets per household of $996K, that was calculated from self-reported asset ranges in the advisor matching survey. The calculation is: Valid Matches*Average Assets Per Household*4% Conversion Rate.

**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.

Get smart with your assets

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.

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Get financial advisor news and insights delivered to your inbox.

Subscribe to the smartadvisorminute
newsletter

Get news, practice management tips and industry insights relevant
to your advisory practice.

Stay up to date on the latest news topics impacting financial advisors as well as ideas and strategies for how to strengthen and grow your business with our newsletter.

SmartAsset AMP is the largest marketplace connecting investors with financial advisors.