Find Your Advisor Match
Personalized Advice for Portfolio Size of 250K and Above
Answer a few questions and get matchedwith 2 to 3 vetted financial advisors based on your needs.
Where are you located?
Required for advisor match and connect. By submitting personal information through the Site, you agree
to our "Terms of Service" and consent to receiving emails, phone calls, and/or text messages
from WiserAdvisor and up to 3 financial advisors related to your request. Your privacy is
important to us.
Who We Are
WiserAdvisor is an independent matching service
that helps individuals find the best financial advisorfor their unique needs.
We have successfully helped over 100,000+ individuals like you find their
ideal financial advisor since 1998. In order to join our network,
each and every advisor must pass our three-step qualification process.
We screen advisors based on their years of experience, their SEC/FINRA registration and records,
and their compensation criterion. All advisors on our network are fee only or fee based.
What We Do
We make it easy and convenient for consumers to find and connect with pre-screened financial advisors in
their area.
Why Use Us
No Cost: The Advisor Match Service is free to consumers.
No Obligation: You are not obligated to hire any financial advisor that is matched to you.
Confidential: Your information is not shared with anyone other than the advisors.
Saves You Time: You only talk to pre-screened advisors that match your financial needs.