A Smarter Way to Find Investor Leads
Let our platform handle prospecting, so you can spend more time advising
SmartAsset Connects Financial Advisors with Nearly 50,000 Investors Monthly
SmartAsset is the #1 financial advisor lead generation marketplace, connecting RIAs with high-net-worth investors looking for fiduciary guidance.
$1.15M
in average investable assets
64%
do not currently have advisors
82%
are retired or near retirement
Estimated ROI on an Accelerate Package
See the estimated impact from one of our subscription packages at a glance. Discover how our service can potentially bring value to your business with projected returns over three years and a strong estimated ROI in the first year.
Assumptions: Lead conversion rate: 2.5%. Leads' average assets: $625K. Advisor fee: 1.1% on AUM. Estimated clients per year: 7
Estimated calculations are for general information only and are not intended to provide specific advice or recommendations for any individual.
Any return on investment (ROI) metrics presented are provided for illustrative purposes only and do not guarantee future performance or investment outcomes.
Estimated ROI on an Accelerate Package
See the estimated impact from one of our subscription packages at a glance. Discover how our service can potentially bring value to your business with projected returns over three years and a strong estimated ROI in the first year.
Assumptions: Lead conversion rate: 2.5%. Leads' average assets: $625K. Advisor fee: 1.1% on AUM. Estimated clients per year: 7
Estimated calculations are for general information only and are not intended to provide specific advice or recommendations for any individual.
Any return on investment (ROI) metrics presented are provided for illustrative purposes only and do not guarantee future performance or investment outcomes.
Success Stories
Hear from our satisfied clients who achieved their financial goals with the help of fiduciary advisors.
Michael Collins has grown his AUM by $50 million with SmartAsset
"For every $1 I put in, I earn $2 in recurring revenue."
The most important client acquisition strategy for us has been SmartAsset. The quality and ROI of SmartAsset leads has been much higher than other services we have tried.
Michael C., 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."
If I spend $1 million with SmartAsset...I know we'll bring in $100 million of assets. I'll do that all day long because I know the long-term value of the client is a lot more than that.
Joe Anderson, CFP®
CEO & President of Pure Financial Advisors
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 and 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."
"I’ve really reached a good spot now, where some of the leads that I think I would have lost at one point, I’m converting into clients because I’ve gained the expertise just by working it over time."
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.
RIA Lead Generation & Client Acquisition with SmartAsset AMP
A leading end-to-end marketing solution for fiduciary advisors looking to grow their practice. We offer referrals, automated outreach, and dedicated account management to help attract AUM to your firm.
Referrals
SmartAsset is the nation's largest marketplace connecting consumers to advisors. We'll match you with high-intent investors that you can target based on geography and investable assets.
Live Connections
Our Concierge team makes live, over-the-phone, introductions of referrals to you to help maximize your ability to close new clients.
Automated calling & texting outreach
Automated, personalized mobile and SMS outreach helps handle the grind of prospecting, so you can focus on closing the deal.
Nurture campaigns
Send automated email nurture campaigns to keep up with prospects who need a longer sales cycle.
CRM Integration
Integrates with common CRMs like Salesforce and Redtail if you already use one to manage your prospects.
Dedicated Account Management
A dedicated resource to provide ongoing consultative support and answer any questions that come up along the way.