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.

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“How Indyfin, powered by WiserAdvisor, was able to package this in a compliant, friendly way was a no-brainer for us. Our compliance team is very strict and we wanted to make sure we were doing things appropriately. The process has been phenomenal and I would encourage most advisors, if not all.”

Joe Anderson

Joe Anderson

CEO, Pure Financial

“Indyfin has become an essential partner in my company’s growth! Client referrals have always been the best way to win new business and the team at Indyfin are amazing at helping do just that. The client feedback and testimonials have been enlightening to me as an advisor…”

Peter Lusk

Peter Lusk

MBA

“Indyfin has built an advisor focused solution that enables me to easily gather and share client feedback in the future. This helps build trust with prospects and provides client ratings that are the standard on many consumer facing ecommerce platforms”

Fredrick Standfield

Fredrick Standfield

CFP®, CPA

“How Indyfin, powered by WiserAdvisor, was able to package this in a compliant, friendly way was a no-brainer for us. Our compliance team is very strict and we wanted to make sure we were doing things appropriately. The process has been phenomenal and I would encourage most advisors, if not all.”

Joe Anderson

CEO, Pure Financial

“Indyfin has become an essential partner in my company’s growth! Client referrals have always been the best way to win new business and the team at Indyfin are amazing at helping do just that. The client feedback and testimonials have been enlightening to me as an advisor…”

Joe Anderson

MBA

“Indyfin has built an advisor focused solution that enables me to easily gather and share client feedback in the future. This helps build trust with prospects and provides client ratings that are the standard on many consumer facing ecommerce platforms”

Fredrick Standfield

CFP®, CPA

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Quality leads

Compliant Client Reviews

AUM Growth

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.

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Client Meeting
Client Reviews

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.

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Financial Advisors Grow with Indyfin

Joe Anderson

CEO, Pure Financial

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Joe Anderson

As featured on

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As featured on

Client Reviews

Whitepaper

The 2025 State
of Digital Leads Report

Client Reviews

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
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Recent Insights

Marketing & Strategy

How Wealth Management CMOs Can Stand Out: Insights from Jolt 2025

At this year’s Jolt conference, WiserAdvisor’s Rishi Bharathan and Mayank Jain each joined panels focused on key challenges for CMOs and marketing leaders in the wealth management space. Together, they shared fresh perspectives and practical strategies—alongside industry leaders like Robert Sofia, Diana Cabrices, and others—on how firms can differentiate their brands and drive sustainable growth…
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Marketing & Strategy

6 Reasons Why Referrals Are Declining (And How to Adapt Your Lead Generation Strategy)

Recent survey data has painted a surprising picture for advisors: firms can no longer grow on referrals alone. From our own research, surveys, and studies, we’ve identified the top reasons why firms are beginning to experience a decline in lead generation through referrals. Plus, we’re providing three easy, yet effective, ways to transform your lead…
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