The hardest parts of growth made easy.
WiserAdvisor makes the two most challenging parts of growing your advisory firm easy – finding quality leads and showing your value through compliant client reviews.
By combining an industry-leading prospect pipeline with the kind of social proof needed to close new clients, WiserAdvisor gives you a true organic growth platform that no one else can match.
Verified Leads
For more than 20 years, WiserAdvisor has been providing advisors with high-quality, verified leads who are actively seeking an advisor. Over those two decades, WiserAdvisor has perfected the process, enabling you to diversify your lead sources for a more predictable, reliable flow of new clients.
Compliant Client Reviews
In 2023, WiserAdvisor acquired Indyfin, an innovative client reviews platform that empowers firms large and small to survey clients, collect feedback, and publish 100% compliant client reviews across their digital ecosystem.
Financial Advisors Grow with Indyfin
Joe Anderson
CEO, Pure Financial
Whitepaper
The 2025 State
of Digital Leads Report
Our exclusive research reveals 4 keys insights around:
- Why digital leads exceed quality expectations
- How to stand out as competition intensifies
- Converting digital leads with proven strategies
- Leveraging the client review advantage
Recent Insights
Case Study: How a Texas Financial Advisor Gained $50M in AUM Through WiserAdvisor
A seasoned financial advisor partnered with WiserAdvisor to accelerate business growth and attract high-quality clients. Over the years, this independent advisor transformed his book of business, adding roughly $50M in assets under management (AUM) from leads acquired through the WiserAdvisor platform — all with a total spend of just $55,000.
The $10 Billion Cost of Online Financial Advisor Invisibility
In 2025, financial advisor online visibility is the difference between growth and stagnation. Enterprise advisory firms are paying for a problem they don’t even see: invisibility. When prospects search online for financial advisors, what they find is often incomplete and inconsistent profiles, outdated bios, and no client reviews to build trust.
6 Steps for Updating Your Lead Gen Strategy
Many advisory firms say they want growth, but their lead generation strategies haven’t kept pace with today’s consumer behavior. Referrals, social media and brand awareness remain important, but these broad strategies build visibility over time. They don’t always reach prospects at the critical moment when they’re actively searching for an advisor.