Sound familiar?
Mike paid $3,000 last month for leads that never called him back.
David competed with four other advisors for the same lead and lost to whoever called first.
Jennifer's website gets 12 visitors a month (half are probably her, but she doesn't even have Google Analytics to check).
We get it. Growing your practice shouldn't feel like playing whack-a-mole with bad leads and marketing strategies. That's why we built AdvisorFinder differently.
Here's what we know: Most lead generation platforms sell the same prospect to five advisors at once. You're competing on speed, not expertise. The prospect gets overwhelmed. Everyone loses except the platform.
We don't do that.Instead, you get exclusive connections with people who actually want to work with someone like you.
No bidding wars with other advisors. No racing to dial first. Just quality prospects who found you because you're the right fit.
Soon there'll be just two kinds of advisors.
Those who chase leads, and those who attract them.
Two ways to attract the prospects you actually want.
Starting at $800 per month - You set a monthly budget
* Cost per connection varies by target tier. You choose who you want to connect with.
Predictable pricing, unlimited visibility
• Basic lead filtering
• Perfect for advisors building their book
• Google-discoverable profile
• Exclusive connections only
• Enhanced lead filtering
• Focus on $500K+ assets
• Advanced prospect intelligence
• Monthly performance analytics
• Dedicated success manager
Join 12,400+ advisors who've ditched the lead mills
Our team will be in touch
that is built to scale.
We make it easier for high intent clients to find your advisors.
Our pricing is simple, predictable, and built to scale.
Compliance is a top priority for AdvisorFinder.
Improve the online presence of hundreds of your advisors with our user-friendly profiles, while managing compliance from a simple dashboard.
Compliance admins can get real-time visibility into every advisor profile and interaction, with our custom dashboards.
With custom guardrails, it's easy to protect your advisors from accidentally making a 'guarantee' in their bio, for example.
Never miss a potential connection. Get access to reports on profile views for your advisors and insight into search performance.
"Finally, enterprise software that doesn't feel like it's from 1995... even though the pricing page looks like it!"
See How AdvisorFinder Delivers Better Economics Than Traditional Lead Platforms
* True Cost per Client includes platform fees plus the dollar value of your time invested ($100/hour). Traditional platforms require 50 minutes per lead (initial contact + follow-ups), while AdvisorFinder connections average 15 minutes since many book meetings directly.
Actual results may vary based on your specific situation, market conditions, and how well you work those leads. This is not financial advice, not a guarantee, and definitely not a crystal ball. This is informational only and is not intended to provide specific advice or recommendations. ROI calculations may be based on assumptions that may not reflect real costs or outcomes. ROI metrics presented are provided for illustrative purposes only and do not guarantee future performance or investment outcomes.
Our platform is completely free for individuals searching for a financial advisor.
Advisors pay to be listed on the platform, connect with potential clients, and access premium features.
Everything you need to know about AdvisorFinder
Yes! AdvisorFinder is completely free for individuals searching for a financial advisor. Only financial advisors pay to be listed on the platform and connect with prospects.
No — and we solve a problem most lead gen platforms ignore.
Traditional lead gen companies focus solely on selling you new leads (often to multiple advisors). But what about all the referrals you're already getting?
When someone refers a prospect to you, that person almost always Googles you first. Without a strong online presence, you're leaving conversions on the table.
AdvisorFinder gives you:
• An SEO and AI-optimized profile that ranks when prospects search your name, turning "I'll think about it" referrals into actual clients by providing the trust-building information they're looking for.
• Exclusive marketplace connections from consumers actively searching for an advisor who chose you specifically (not a lead sold to 5 other advisors).
It's a free, open marketplace. Your profile is publicly discoverable. We're building the best place to find a financial advisor, which means helping both new prospects and your existing referrals connect with you.
No, AdvisorFinder charges a subscription fee or pay-as-you-go per-lead fee model. We do not take a split of your revenue for acquiring a client through the AdvisorFinder marketplace.
Once you meet with an AdvisorFinder representative, you two will determine how and when you’ll pay. For large teams, we have custom onboarding and payment.
No, not all advisors who apply to join are accepted. Additionally, each advisor or firm is responsible for ensuring their profile is compliant.
AdvisorFinder is an online platform where people search for and connect with financial advisors based on their specific wants and needs. On AdvisorFinder, each advisor has their own unique profile that is publicly discoverable.
From experience as a financial advisor, our founding team saw the significant challenges when it came to people finding advisors. Our team recognized the online prospecting solutions for advisors not only resulted in hefty expenses and hundreds of hours spent on different strategies, but they left the people looking for help feeling more confused than when they started.
The opportunity to build a better tech-enabled experience for advisors to find more clients, as well as enhance their online presence, while giving people the easiest way to find or research advisors presented itself.
Today, the wealth management industry is being impacted by technology and changing consumer behaviors. The nuanced approach we are taking with AdvisorFinder is seen with our focus on design and user experience. This is highly intentional as we need to take careful consideration to the emotions and finances of advisors and prospects.
The result is AdvisorFinder: an online marketplace where people can search for financial advisors based on their specific wants and needs. Our goal is to help people feel more confident about choosing a financial advisor.
Read about our founder story here: Early Days Of AdvisorFinder with CEO, Jason Friedman.
AdvisorFinder is based in Virginia Beach, VA. Meet our team
Our team is here to help you grow your practice the right way.
Contact Support
By Advisors, For Advisors
The lead generation industry is broken. It rewards speed over expertise, quantity over quality, and platforms over people. We didn't come here to play nice with the status quo. We came to innovate and build something better.
"We built this because we've been there"