A marketplace where people connect with financial advisors
Advisors apply to join by providing their CRD #
We don't sell leads to advisors, or split revenue
No in-app messaging between clients and advisors
People are searching online for financial advisors now more than ever. AdvisorFinder helps firms and advisors optimize their online presence. AdvisorFinder was founded by a former financial advisor; our team makes compliance a top priority.
This feature will not be implemented
Annual subscription fee - visit our Pricing page for more info
A marketplace where people can find a financial advisor. Each advisor customizes a unique profile. Profiles are publicly discoverable on the marketplace and when people search for advisors based on their unique need.
Financial advisors and planners apply to join by submitting their name, email and CRD #. AdvisorFinder may work with firms to verify the identity of advisors. We do not claim to vet advisors on our platform.
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Yes - To ensure we are compliant, AdvisorFinder follows specific compliance reviews and completes vendor onboarding assessments. Each advisor profile allows for advisors to input custom disclosure text, add the RSNIP disclosure if applicable, and other features that make compliance easier.
AdvisorFinder charges an annual subscription fee. The annual fee is set to gradually increase as we continue to release more features for advisors. Please see our pricing page for more details.
No. There is no in-app messaging on AdvisorFinder. This is intentional because we understand the regulatory implications of communicating with prospective clients. However, prospects may submit a contact request form which is sent to the advisor's email.
No. This functionality will not be implemented anytime soon. When we are ready to implement client reviews, each advisor will be notified able to opt in/out to enable reviews on their profile. Advisors on the AdvisorFinder platform will receive advance notice if/when we decide to implement reviews.