WiserAdvisor

Compare Top Financial Advisors Matched to Your Specific Needs

Personalized advice for
Portfolio Size of 100K and above

FINRA/SEC Registered Advisors

What We Do

We pre-screen advisors based on experience, compensation as well as licensing and disclosures with SEC/FINRA.

We custom match and send you profiles of 2 to 3 advisors that match your specific needs.

Financial advisors call you to setup your free initial one-on-one consultation. No obligation.

WiserAdvisor Reviews

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

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Confidential

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

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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.

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Saves You Time

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