Answering some basic questions will enable us to find a more suitable financial advisor match for your specific needs. Your information will remain private and confidential.
Sometimes a pre screened local advisor may not be the most suitable match and may limit the options for your specific needs. Your information will remain private and confidential.
Our advisors specialize at handling different asset levels. Your portfolio size is required for a successful match. Your information will remain private and confidential.
Double checking that we got the location right. Your Information will be sent to 1-3 matched advisors only. Your privacy is important to us.
Required for advisor match and connect. By submitting personal information through the Site, you agree to our "Terms of Service" and consent to receiving emails, phone calls, and/or text messages from WiserAdvisor and up to 3 financial advisors related to your request. Your privacy is important to us.
Financial advisors specialize at providing specific financial services. Your information helps us find you the right advisor to suit your needs.
Who We Are
WiserAdvisor.com is an independent matching service
that helps individuals find the best financial advisor for their unique
needs. We have successfully helped over 100,000+ individuals like you
find their ideal financial advisor since 1998.
In order to join our network, each and every advisor must pass
our three-step qualification process. We screen advisors based on their
years of experience, their SEC/FINRA registration and records, and
their compensation criterion. All advisors on our network are fee only
or fee based.
What We Do
We make it easy and convenient for consumers to find and connect with pre-screened financial advisors in their area.
Why Use Us
No Cost: Our Advisor Match Service is free to consumers.
No Obligation: You are not obligated to hire any financial advisor that is matched to you.
Confidential: Your information is not shared with anyone other than the advisors.
Saves You Time: You only talk to pre-screened advisors that match your financial needs.