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.)
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Benefits of Using WiserAdvisor
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.
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.
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.