Find A Financial Advisor

Successful Financial Future

Our research shows that successful advisors have a close personality and lifestyle match with their clients.

Fill out this short form to begin. We’ll schedule a phone call between you and one of our advisor concierges. Then, we’ll match you with an advisor that best fits your needs.

Find a Financial Advisor

Giving investors access to the best advice

Screening

Fill out the interest form, tell us what you need. If we have additional questions, we’ll usually contact you within minutes.

Data Solutions

Why rely on the recommendation of some guy you know to make one of the most impactful decisions of your life? Advice Chaser wants you to have all the information. That’s why we dig deep and share our findings with you.

Appointment

When a match is located, we’ll schedule your first engagement. Be sure to give us a few suggestions for appointment times.

Analytical Data

We match investors and advisors based on hundreds of data points. We want you to have all the information you need to make the best choice.

Sustainability

Advice Chaser is doing its part to participate in BSR’s Sustainable Development Goals by bringing partners to the table who have been traditionally underserved by financial institutions.

Vetting Financial Advisors

The First Step

All of our advisors go through a rigorous vetting process before they can join our platform. In addition to passing a detailed background check, advisors must be registered with their state or the SEC.

Check for Yourself.

In addition to our detailed process we encourage each individual to do their own research on their advisor. FINRA Broker Check is a great place to start your investigation.

How is your advisor paid?

It’s important that you understand how your financial professional is compensated. Does he have conflicts of interest? Do you want advice one time, and then to be on your own? Or do you want a professional who will partner with you on your financial journey?

It Matters.

Tell us what’s important to you, we can’t wait to help you find the right advisor.