Compare Top Financial Advisors
Matched to your Specific Needs*

Personalized advice for
Portfolio Size of 100K and above

FINRA/SEC Registered Advisors

*Advisor Match Service powered by wa-logo.png

How it Works


All advisors are prescreened based on experience, compensation as well as licensing and disclosures with SEC/FINRA.


You are custom matched and sent profiles of 2 to 3 advisors that match your specific needs.


Financial advisors call you to setup your free initial one-on-one consultation. No obligation.

Why Use


Advisor Pre-Screening

All advisors have to meet strict screening criteria to be part of the network.


Saves You Time

You will only talk to pre-screened financial advisors whose profile matches your financial needs.



We do not share your information with anyone other than the financial advisors that are matched to you as per your requirements.


No Obligation

You are not obligated to hire any financial advisor that is matched to you. We do however request you to interview all the advisors to check if they suit your financial situation.


No Cost

The Advisor Match Service is free to consumers. Advisors do pay a fee, once they qualify, to be a part of the network.