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

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Advisor Pre-Screening

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

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No Conflict of Interest

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

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No Cost

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

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Confidential

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

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No Obligation

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

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Hundreds of Pre-Screened Advisors

We have advisors from independent RIAs to large broker dealers.

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Saves You Time

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