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$20+ billion

in new, closed assets under management in 2021

unique consumers reached each month

~75 million

$890k in average assets

from those seeking an advisor

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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.

SmartAdvisor is the largest marketplace connecting investors with financial advisors.