A Smarter Way to Find Investor Leads
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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
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.