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
    • 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.)


Select Your Portfolio Range (?) *
Zip Code (?) *
First Name (?) *   Last Name (?) *
 
Email (?) *   Phone No (?) *
 

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, once they qualify, to be a part of our network.

  • Confidential

    We do not share your information with anyone other than the financial advisors are are matched to as per your requirements.

  • No Obligation

    You are not obligated to hire any financial advisor that is matched to you. We do however request you to interview all the advisors to check if they suit your financial situation.

  • Saves You Time

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