Lead Inbox
Every matched client appears in one queue with their stated intent and verified contact details. Review the ones you want to act on and dismiss the rest. Dismissed matches are not billed.
For licensed financial advisors
Ready-to-meet clients matched to you.
AdvisorMatch matches you with pre-qualified clients actively looking for a financial advisor. You pay only when a meeting is booked. No subscription, no platform retainer.
Verified against FINRA · About 3 minutes · No subscription
Every Financial Advisor on AdvisorMatch is license-verified.
Checked against FINRA BrokerCheck
Verification is automatic and encrypted. We confirm your license only. We never post, file, or transact with your regulator on your behalf.
From application to first match
Verified in about three minutes.
- 1
Create your account
Name, email, password. That's the whole form.
- 2
Verify your license
We check your CRD number against FINRA instantly. Encrypted end-to-end and read-only — we never post to your regulator.
- 3
Build your profile
Drop in your LinkedIn or résumé PDF. The system extracts your bio, credentials, and specializations for you to review. Profiles with a bio and firm details get 3× more matches.
- 4
Start receiving matched clients
Connect Calendly or Google Calendar. Once your availability is synced, matched clients begin appearing in your lead inbox.
No setup fee. No subscription. You're charged only when a match converts.
The professional dashboard
Tools for managing matched demand
Calendar sync
Connect Calendly or Google Calendar and the matching engine reads your real availability. With no open slots you are not matched, so you are never booked into a meeting you cannot take.
Wallet
A prepaid balance funded through Stripe, with an itemized ledger. Every charge is tied to the exact match it paid for, so spend is auditable at any time.
Disputes
If a matched lead does not meet the stated criteria, file a dispute within 48 hours. Approved disputes are credited back to your wallet balance.
AI profile enrichment
Upload a PDF and the system drafts your bio, credentials, and specializations for review. A more complete profile improves match rank and frequency.
Lead quality and matching
How matching and lead quality work
AdvisorMatch doesn't sell you a list. A consumer comes to us, tells us what they need, and verifies their phone number with a one-time code before they ever reach you. Our algorithm matches them to the advisors who actually fit — on specialization, location, and real calendar availability — and ranks on demonstrated outcomes and profile quality, not on who pays the most. So a client rolling over a 401(k) reaches an advisor who handles retirement rollovers and has time to take the meeting — not whoever bid highest.
no public bidding war, no race to the bottom on price or quality.
Built so the deal stays fair
How your money, data, and commitments are protected
48-hour dispute window
If a matched lead does not meet the stated criteria, you have 48 hours to file a dispute. Approved disputes are credited back to your wallet.
Encrypted PII vault
Consumer contact details and your license number are encrypted at rest and access-controlled. The platform retains only the data required to make and bill a match.
Read-only license verification
Verification only reads your record at FINRA. The platform never posts, files, or transacts with FINRA on your behalf.
No lock-in
There is no subscription, contract, or minimum spend. To pause, clear your calendar availability; with no open slots you receive no matches and no charges.
Pricing
You pay when it works.
That's the entire model.
No subscription. No setup fee. No charge for a profile or a match you dismiss. You pay the rate-card fee when a meeting is booked.
AdvisorMatch wallet activity
Under $250,000−$150
$250,000 – $1,000,000−$350
$1,000,000 – $5,000,000−$650
$5,000,000+−$1,000
Charged only on results
From $150 to $1,000 per booked appointment, by investable assets.
Dismissed matches are not billed. Leads disputed successfully within 48 hours are refunded. You only ever pay for demand that reached you.
2,400+
Verified Advisors
94%
Match-to-booking rate
<90s
Avg. time to first match
I stopped paying for lead lists that went nowhere. The introductions from AdvisorMatch are people who already requested an advisor, so my preparation time goes toward the meeting instead of chasing contacts.
FAQ
Common questions before applying
Are these shared or recycled leads?
No. A matched client is routed to the advisor who fit, not distributed to a list. The same consumer is not resold across a pool of advisors to see who closes first.
What does "qualified" actually mean?
The consumer came to us, described what they need, and verified their phone with a one-time code before reaching you. Intent is stated and the contact is real.
What happens if a match is not legitimate?
File a dispute within 48 hours. If approved, the charge refunds straight to your wallet, so you do not absorb the cost of an invalid match.
Is there a subscription or contract?
No. There is no subscription, no setup fee, no minimum, no contract. You are charged when a meeting is booked, at the rate on this page for that client.
What if I'm slow to respond, or get too busy?
Matching follows your real calendar. No open slots means no matches and no charges. Faster responses improve match rank, but a slow response is never charged a fee.
Do you contact or report to my regulator?
Never. License verification is read-only against FINRA. The platform confirms your CRD number and does not post, file, or transact on your behalf.
How soon can I start receiving matches?
Verification takes about three minutes. Once your profile is live and your calendar synced, matched clients typically appear within minutes.
Do you support RIA and fiduciary practices?
Yes. AdvisorMatch works for both broker-dealer and RIA models; matching and disclosures respect your compliance mode.
Apply once.
Get matched for years.
Join the Verified Advisors on AdvisorMatch. About three minutes to verify. No subscription. You pay only when it works.
Verified against FINRA · About 3 minutes · No subscription