AdvisorMatch
Get Clarity. Find Your Advisor.
AdvisorMatch connects you with fiduciary financial advisors who are legally bound to act in your best interest. Our free service matches nearly 50,000 people monthly with pre-screened advisors.
How Our Free Service Works
Answer AdvisorMatch Quiz
Complete a brief questionnaire about your financial situation and goals to get started.
Review Pre-Screened Matches
Browse through your personalized advisor recommendations at your own pace.
Speak With Advisors
Connect with financial professionals at no cost to determine who's right for you.
Why Choose AdvisorMatch?
We Only Work With Fiduciaries
All advisors on our platform are vetted fiduciaries, legally bound to act in your best interest. We partner with both local and nationwide firms.
We Are Here For You
We provide an easy, convenient way to find financial advisors in your area, empowering you to decide which advisor is right for your financial situation.
No Obligation. No Hidden Fees.
Our service is completely free and takes just minutes to start. You have no obligation to work with any of your matches.
Financial Resources To Guide Your Journey
Access our comprehensive guides on working with financial advisors, including questions to ask, understanding fiduciary duty, advisor costs, and determining if you need professional financial help.
Get Matched For Free
1
Select Your Location
Choose your state from our dropdown menu to find advisors licensed in your area.
2
Choose Meeting Preference
Decide whether you prefer to work with an advisor remotely or in-person.
3
Start The Process
Click to begin your personalized advisor matching journey at no cost to you.
Your One-Stop Financial Shop
Mortgage Tools
Compare today's top mortgage rates and use our calculators to make smarter home buying decisions.
Investment Resources
Find the best online brokerage accounts and compare trading platforms to optimize your investments.
Banking Solutions
Discover high-interest savings accounts with rates up to 8x the national average.
Comprehensive Financial Tools
Retirement Planning
Access 401(k), retirement, and Social Security calculators to demystify your retirement planning process.
Home Buying & Refinance
Use our mortgage calculators, affordability tools, and current rate comparisons to make informed housing decisions.
Tax Resources
Simplify tax planning with our income tax calculators, property tax tools, and guides to tax credits.
Banking Comparisons
Find the best savings accounts, checking options, and CD rates to maximize your banking experience.
For Financial Advisors
1
Target Client Growth
Access validated referrals within your target asset tiers and geographic preferences.
2
Dedicated Support
Work with a concierge team focused on validated leads and warm prospect introductions.
3
Automated Nurturing
Leverage automated follow-ups via SMS and email to help nurture prospects effectively.
4
Strategic Coaching
Receive guidance from a dedicated account manager to optimize your client acquisition.