FOR FINANCIAL ADVISORS
Get matched with clients who are ready to hire
Your firm is one of 3,000+ already listed from public SEC data. Claim your profile free, then receive pre-qualified clients matched to your minimums and specialties. Pay only for the leads you accept.
Claim your profile
Free · verified against your SEC record
How it works
Claim your profile — free
Your firm already has a profile built from public SEC data. Claim it to add your photo, services, and verified reviews, and to correct any detail.
Get matched with real clients
Our 2-minute matcher screens every visitor by goals, assets, and fees, then routes the right ones to you — pre-qualified and ready to talk.
Pay only for what you accept
Review each matched lead before you accept it. No subscriptions to start, no long contracts, no paying for leads outside your criteria.
Simple, pay-for-performance pricing
Start free. Add leads when you want them. No setup fees, no long contracts.
Claimed
Own your listing
Free
- Claim & correct your profile
- Add your logo & firm details
- Respond to client reviews
- Link to your website
Pro
The enhanced profile
$99/mo
- Everything in Claimed
- Verified badge & team photos
- Full services & bio sections
- Profile analytics (views, clicks, searches)
- Review invitations for your clients
- Remove competitor comparisons
Growth
Fill your calendar
Pro + per lead
- Everything in Pro
- Matched, pre-qualified leads
- Accept or decline each lead
- Featured placement in your metro
- Priority routing in match results
- Dedicated account manager
Lead and placement rates are set per market and confirmed in writing before your first introduction — contact us for a current quote. Compiled from 14,001 firms in the public SEC Form ADV dataset.
THE INSURANCE DESK
Place life, LTC, DI & annuity business through us
Top-of-market compensation, full carrier access, and a planning team that joins your client conversations. No desk fees, no minimums, no exclusivity.
Comp schedule & contracting kit in one business day
Advisor questions, answered
How much does it cost to get leads?
Claiming your profile is free. Lead pricing is pay-per-lead based on your market and the client's assets — you only pay for leads you accept, with no monthly minimum to get started. Featured placement is quoted per metro.
Where do the leads come from?
Consumers come to AdvisoryReviews to research advisors and use our free matching tool. We screen each one by goal, investable assets, fee preference, and location, then route qualified matches to firms that fit — including yours.
How do you verify my firm?
We match your claim against your firm's public SEC record (CRD number, registration status, and Form ADV). Only verified representatives of a firm can activate its profile.
Do I have to accept every lead?
No. You review each matched lead and accept only the ones that fit your minimums and specialties. You're never charged for leads you decline.
Claim your profile & start getting leads
Free to claim, verified against your SEC record. We'll follow up within one business day.