Compare Financial Advisors in Your Local Area

WiserAdvisor has successfully helped over 100,000+ individuals like you
find their best financial advisor since 1998.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors that match your specified needs
  • Financial advisors contact you to set up your FREE initial 1-on-1 consultation. No obligation

Please provide some basic information needed for your personalized match
(Your privacy is important to us. This information is only shared with the 1-3 advisors that match your needs.)

What advisory services do you need?
What is the size of your investment portfolio?
Zip Code*:
First Name:   Last Name:
Email   Phone No:
Additional Information (optional)

Benefits of Using WiserAdvisor


Advisor Pre-Screening

All advisors have to meet strict screening criteria to be part of our network.


No Conflict of Interest

WiserAdvisor is NOT a financial services company and does NOT offer any financial advice or products.


No Cost

Our Advisor Match service is FREE to consumers. Advisors do pay a fee to be part of our network.



We will not share your information with anyone but the advisors who are matched to your financial preferences.


No Obligation

You are not obligated to hire any advisor that you are matched with.


Hundreds of Pre-Screened Advisors

We have advisors from independent RIAs to large broker dealers.


Saves You Time

You will only talk to advisors whose profile matches your financial needs.