Find Your Advisor Match

PERSONALIZED ADVICE
FOR PORTFOLIO SIZE OF 100K AND ABOVE Answer a few questions and get matched
with 2 to 3 advisors based on your needs.

Where are you located?

Enter a zip code

Why do we need this information?

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.

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.

Compare Top Financial Advisors Matched to Your Specific Needs

Personalized advice for Portfolio Size of 100K and above

AS FEATURED ON:

What We Do

WiserAdvisor Reviews

Why Use WiserAdvisor

Advisor Pre-Screening

No Cost

Confidential

No Obligation

Saves You Time

Trusted by over 100,000+consumers since 1998

Find Your Advisor Match

Where are you located?

Does your advisor need to be within commuting distance?

YES, I NEEDA LOCAL ADVISOR

I AM OK WITH A NON LOCAL ADVISOR IF IT IS THE BEST MATCH FOR ME

NO PREFERENCE

I would like to retire in:

1-5 YEARS

5-10 YEARS

10+ YEARS

ALREADY RETIRED

I own a home:

YES, I OWNA HOME

NO, I DON'T OWN A HOME

I own a business:

YES, I OWNA BUSINESS

NO, I DON'T OWN A BUSINESS

My current household income:

LESS THAN $40,000

$40,000 - $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

MORE THAN $250,000

My current portfolio size is:

$250,000 - $500,000

$500,000 - $1 MILLION

$1 MILLION - $3 MILLION

MORE THAN $3 MILLION

$50,000 - $100,000

$100,000 - $250,000

Do you currently have an advisor?

YES, I HAVE AN ADVISOR

NO, I DON'T HAVEAN ADVISOR

Why are you looking for a new advisor?

I'D LIKE ASECOND OPINION

I'M NOT HAPPY WITHMY CURRENT ADVISOR

OTHER

Where can you receive the additional vetted information about your advisors?(credentials, experience, firm details etc.)

Your contact information for the advisor match:

FINAL STEP:

Additional information to help with your personalized match:

Why do we need this information?

Who We Are

What We Do

Why Use Us

As featured on:

As featured on:

Personalized advice for
Portfolio Size of 100K and above

Trusted by over 100,000+
consumers since 1998

YES, I NEED
A LOCAL ADVISOR

YES, I OWN
A HOME

NO, I DON'T
OWN A HOME

YES, I OWN
A BUSINESS

NO, I DON'T
OWN A BUSINESS

LESS THAN
$40,000

MORE THAN
$250,000

MORE THAN
$3 MILLION

YES, I HAVE
AN ADVISOR

NO, I DON'T HAVE
AN ADVISOR

Why are you looking
for a new advisor?

I'D LIKE A
SECOND OPINION

I'M NOT HAPPY WITH
MY CURRENT ADVISOR

Where can you receive the additional vetted information about your advisors?
(credentials, experience, firm details etc.)