Financial Advisor Lead Generation | SmartAsset Advisor Marketing Platform (AMP)

A Smarter Way to Find Investor Leads and Attract AUM

SmartAsset AMP matches fiduciary advisors with nearly 50,000 investors monthly and gives you the outreach tools to help close more business.

$30B+

AUM generated in 2024¹

~50K

Monthly Matches

SmartAsset has been cited by leading publications:

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How SmartAsset AMP Helps You Grow

Step 1

Get Matched with High-intent Investors

We match you with investors searching for a financial advisor. Get referrals within your target asset tiers and geography.

Step 2

Follow Up with Built-In Outreach Tools and Automations

Get in front of investors with built-in features like Fast Call, nurture campaigns, and CRM sync.

Step 3

You Book Meetings and Turn Leads Into Clients

As prospects engage, use your AMP dashboard to schedule intro calls, track outcomes, and build your book of business.

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AMP Gives You More Than Leads

Subscriptions include built-in tools and support to help you follow up, stay organized, and close more clients.²

Automated Nurtures

Stay in front of every lead—automatically.

Once created, nurture campaigns automatically enroll new leads without requiring manual setup. Campaigns can include email, text, and call reminders, and unlike other tools, there's no need to manually add leads to a sequence.

Fast Call

Call leads the moment they come in.

Your phone rings as soon as a new lead arrives. Just press 1 to connect instantly—no inbox refreshing, no delays. TCPA-compliant.

Next Call

Know who to call, every day.

Get a single, updated list of prioritized calls tied to your nurture campaigns. Helps reduce manual task management and makes daily outreach easier to stay on top of.

Inbox

See every investor interaction in one place

View all messages, calls, and investor activity in one organized feed. It’s your central hub for staying responsive and on top of how leads are interacting with you.

Integrations

Connects with Popular Advisor Tools

AMP integrates with popular CRMs, scheduling tools, and email tools - so your follow-up stays connected and streamlined.

Dedicated Account Manager

Strategic support, not just tech support.

You get a real partner to help launch your plan, tailor your outreach, and guide performance. From onboarding to ongoing growth, they’re with you every step of the way.

Real Advisors. Real Growth

Michael Collins has grown his AUM by a reported $50M in with SmartAsset

For every $1 I put in, I earn $2 in recurring revenue.

Michael Collins, CFA®

Financial Advisor

Michael Collins, CFA®, is a client of SmartAsset and was not compensated for his participation in this interview. However, he has since become a paid consultant. Michael's experience and metrics regarding SmartAsset are his own.

Joe Anderson has raised over $1 billion in AUM from SmartAsset since 2019

Today we manage roughly $6 billion... and a little bit more than $1 billion is from SmartAsset.

Joe Anderson, CFP

CEO & President

Joe Anderson, CFP®, is a client of SmartAsset and has not been compensated for his participation in this interview. Joe's experience and metrics regarding SmartAsset are his own. Results may not be the same for everyone who uses SmartAsset.

Robert Gilliland's Modern Client Acquisition Playbook Added a Reported ~$50M in AUM in 3 Years

"My experience with regards to SmartAsset is every year I’ve done it I’ve brought in between $15 million and $25 million worth of assets directly attributable to SmartAsset."

Robert Gilliland, CRPC®

Managing Director & Senior Wealth Advisor

Robert Gilliland, is a client of SmartAsset and has received compensation for his participation in this interview. Robert’s experience and metrics regarding SmartAsset are his own. Results may not be the same for everyone who uses SmartAsset.

This Young Advisor Closed Around 1 New Client a Month with SmartAsset

I'm getting about one, I think I average one to one-and-a-half clients per month from my leads from SmartAsset, and I’ve already generated about a 3 to 3.5 times ROI.

TJ Tamura

Financial Advisor and Retirement Planner

TJ Tamura, is a client of SmartAsset and has received compensation for his participation in this interview. TJ’s experience and metrics regarding SmartAsset are his own. Results may not be the same for everyone who uses SmartAsset.

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