We’re your organic growth partner
Spend less time prospecting and more time advising.

SmartAdvisor helped advisors raise more than US$5.2 billion in new assets in 2019 alone.

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.”

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 leads, 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.