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We’re your organic growth partner.

Spend less time prospecting and more time advising.

SmartAdvisor helps financial advisors raise billions of new assets under management (AUM) each year.

  • 2019: $5.2 billion
  • 2020: $10 billion
  • 2021: $20 billion

SmartAdvisor helps qualified financial advisors build meaningful relationships directly with validated consumers who are actively searching for financial advice.

And now advisors can connect directly with local prospects through our Live Connections program, which Financial Advisor Magazine called “a game changer for the industry.

A game-changer for the industry Financial Advisor Logo

How SmartAdvisor Works

  1. Investors who are in-market for financial advice are invited to take a survey about their investment and financial planning preferences.
  2. After investors complete the survey, SmartAdvisor's in-house concierge team contacts them by phone, text and/or email to validate their contact information and intent.
  3. Once they are validated, investors are matched with up to three financial advisors based on both investor and advisor criteria which include geography, investable assets, and willingness to work with a remote advisor.
  4. You receive each lead - complete with all contact information, investable assets, and survey responses - in one of two ways:
    • Directly to your inbox via email
    • Instantly on the phone via SmartAdvisor’s Live Connections program

About Live Connections

SmartAdvisor’s Live Connections program is a new way of delivering high-intent, validated consumer leads that meet today’s on-demand expectations. After we validate a lead, we call you directly with the investor on the phone and make an introduction. With Live Connections, you are getting in touch with 100% of the investor leads that we connect you with!

Live Connections is an instant client correspondence opportunity that is exclusively available to certified financial advisors on SmartAsset’s SmartAdvisor platform.

What You Can Expect When You Sign Up

SmartAdvisor’s team is your partner to help you grow your practice. Upon signing up for SmartAdvisor, you’ll be introduced to a dedicated Account Manager that will help establish your profile, provide strategic advice to maximize ROI and develop a custom growth program based on your specific business needs and budget.

We're committed to providing you with high-quality consumer prospects, account flexibility and outstanding customer service.

Investor Attributes

Our average investor is about 57 years old, has substantial investable assets ($890,000) and 76% do not have an advisor. Approximately 70% are retired or less than 10 years away from retirement.

Already a SmartAdvisor Partner?

Our Advisor Support Team is happy to help with any questions or concerns. Submit any questions you have through our Inquiry page on the SmartAdvisor Portal.

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