Let the right clients find you and your firm

Reaching the largest group of prospective clients searching for advisors and planners online. AdvisorFinder is your digital business developer.

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Proud to work with advisors from leading firms

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About

Learn why firms love AdvisorFinder

AdvisorFinder is where clients find advisors online.

Simple, transparent pricing. We charge an annual subscription fee. No revenue split, per-lead fees, or other hidden fees.
AdvisorFinder is where clients find advisors online.

Simple, transparent pricing. We charge an annual subscription fee. No revenue split, per-lead fees, or other hidden fees.

Don’t just take our word for it

Hear from some amazing advisors who are using AdvisorFinder.
"AdvisorFinder is changing the game when it comes to ‘finding a financial advisor’, glad to be a part of this!"
David Wanja, Jr., CFP®
Financial Synergies Wealth Advisors • Texas
David's Profile on AdvisorFinder
"You guys are doing it a different way. And I’m happy we can work together towards a common goal of bringing real financial planning to the average household."
Andrea Clark, CFP®
The Table Financial Planning
• Arizona
Andrea's Profile on AdvisorFinder
"AdvisorFinder is the way clients are going to find their ideal advisor match going forward."
Chris Randall
Axis Capital Management
• California
Chris' Profile on AdvisorFinder

Your Digital Business Developer

Technology has changed our behavior as consumers. The way you approach clients should change too. AdvisorFinder optimizes the client experience from before you even connect with each other.

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Easier for new clients to find you
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Simply customize your profile
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Cheaper than any alternative
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Easier for you to tell your story
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A better way for you to grow
Pricing for Advisors
what to expect

Compliant advisor
marketing that actually resonates with prospects

What is AdvisorFinder?

A marketplace where people connect with financial advisors

How it Works

Advisors apply to join by providing their CRD #

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Not a Solicitor

We don't sell leads to advisors, or split revenue

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No Messaging with Prospects

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. One of the founders of AdvisorFinder was a financial advisor; our team makes compliance a top priority.

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Pricing

Annual subscription fee - visit our Pricing page for more info

COMPLIANCE

Frequently Asked Questions

What is AdvisorFinder?
How do I sign up?
Is AdvisorFinder compliant for me and my firm?
How much does it cost?
Will I get messages from prospects?
Can clients leave reviews?

How to Sign Up

01
Apply to AdFi
02
Create Your Profile
03
Grow Your Business