The #1 name in quality lead generation for financial advisors.

Grow your practice with verified leads from a proven industry partner.

WiserAdvisor is the industry’s original lead generation platform. We’ve been successfully providing investor referrals to financial advisors while optimizing for quality for more than 20 years.

What does that mean for your firm?

High-intent prospects who are actively searching for a new financial advisor

Advisor-ready leads verified for accuracy and intent

SEO-enhanced advisor profiles

Fully customizable program

Dedicated Advisor Success Manager

WiserAdvisor is SEC-registered

About our leads

$650k

average investable assets

60%

retired or nearing retirement

33%

hired an advisor within two weeks

How WiserAdvisor Works

1 Step 1: Investors searching online
for a financial advisor find
WiserAdvisor.

2 Step 2: They request to be matched
with a financial advisor.

3 Step 3: Each prospect is verified
by WiserAdvisor.

4 Step 4: We match each prospect
to 1-3 advisors.

5 Step 5: Advisors and investors
receive contact details via
text message and email.

Quality

WiserAdvisor’s unique combination of search-based lead generation, high-touch lead qualifying, and 20 years of process optimization has created a program many advisors say delivers higher-quality referrals than other providers.

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WiserAdvisor Reviews

Three advisors, knew I was seeking a second opinion, gave full attention to my needs and listened to my questions. They related their answers, first with generic, then more detailed info. They thanked me for reaching out. Contact info was provided for any follow-up, if needed.

William Roy

August 29

The representative that called me was so knowledgeable and very friendly. She seemed to understand that I have a lot to learn and explained what there firm does and how it differs from others. Awesome

Tim Cunningham

August 14

Moved forward with confidence. It gave me an informed direction to take

BS

August 14

WiserAdvisor Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Pricing

Our simple platform pricing starts at $125/month plus per-lead fees ranging from $40-$400.

Includes:

Complimentary profile listings on 6 premium directories

Monthly lead generation

Portfolio size filtering

Leads will be delivered to you via email and text, and will be within your indicated mile radius/counties.

Enterprise pricing is available
Email or call 703-651-2060 or complete this form for more information.

Request Demo