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Advicers.

The community behind Advicer.bio: advisors trading what works.

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What's an Advicer?

ad·vic·er.

/əd-ˈvī-sər/ · noun
  1. Someone whose value is the advice they give, not the products they sell. They're paid for the advice, however the fee is charged.
  2. A whole person who happens to give advice: makes things, writes, speaks, listens first, asks better questions, gives freely and never stops learning.

“Ask an Advicer. They'll ask you three questions before they answer one.”

The word comes from Michael Kitces' Financial Advicer Manifesto.

Members (140)

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Outside the US: Toronto, Canada (Chris Jugovic, Jason Pereira) · Melbourne, Australia (Simon O'Keefe) · Madeira, Portugal (Stevyn Guinnip) · Regina, Canada (Taylen Sather) · Regina, SK (Scott Sather, CFP®, CIM®, CKA®, FMA)

Razel EscoRazel EscoNeil PradhanNeil PradhanDesign Leader & Product Builder | Capital One Commercial Bank (Treasury Management) | Human-Centered, AI-Powered, Agentic Workflows for Enterprise & Fintech | Founder, AdvisorCopilot.comTessa Erickson, MSOLTessa Erickson, MSOLCustomer & Business Operations | SaaS & Fintech | CRM, Implementations & Process ImprovementJustin RiceFinancial Planner at Integrous Wealth StrategiesSimon O'KeefeSimon O'KeefeFounder @ Alcova | AI for Financial Advisers | ex JBWere | 10+ years in machine learningBrian ChucriBrian ChucriJack CasadyJack CasadyFounder, CEO: Cue StudioSean GrossFinancial advisor at Telos WealthJulien BaneuxJulien BaneuxFounderDana MenardDana MenardFee-only Financial Planner guiding Twin Cities professionals, business owners, & entrepreneurs in making smarter life decisions with their money.Patrick KellyPatrick KellyCEO of Signal AdvisorsSam Sharples, RICP®Sam Sharples, RICP®Founder - Montana Wealth, Co-Founder - Solid State Wealth Advisory GroupJohn HeldmanFinancial advisor at Triad Investment Management, LLCMatt Aaron, CFP®, RICP®, ChFC®Matt Aaron, CFP®, RICP®, ChFC®Founder & CEO | CERTIFIED FINANCIAL PLANNER™ | Micro Private Equity & Real Estate Investor | Personal and Business Consultant | 🎤 Speaker | PhilanthropistShakeel LalaShakeel LalaCo-founder of Marloo - the AI partner for Financial AdvisersBrendan KingBrendan KingCo-Founder & CEO @WavvestSinon BennettSinon BennettCo-Founder & CIO @WavvestWilliam HortzWilliam HortzFinancial services innovation writer, speaker & consultant - Founder Institute for Innovation DevelopmentJames NiedzinskiJames NiedzinskiFinancial advisor at Motive Wealth Advisors, LLCMitchell J. ThompsonMitchell J. ThompsonI help people solve and navigate financial transitionsJustin D'Agostino, CFP®, CPWA®, TPCP®, ChFC®, CRPC®Justin D'Agostino, CFP®, CPWA®, TPCP®, ChFC®, CRPC®Wealth Strategist for Business Owners and ExecutivesTrevor HicksTrevor HicksFractional CTO for Wealth ManagementNight HawkNight HawkPowered by SkoolyJake King, CFP®Jake King, CFP®Financial planning and wealth management | Harvest Rock AdvisorsJustin HoffmanJustin HoffmanLauren BernalLauren BernalSam KendreeSam KendreeCEO & Co-Founder at WealthFeedSteven WoodsFinancial advisor at Stirlingshire InvestmentsJohnny SandquistKristine McKinleyKristine McKinleyFinancial advisor at Beacon Financial Advisors, LLCChris JugovicChris JugovicHealth and wealthJosh RossJosh RossRetirement Tax Planner at Energized Retirement Planners {coordinating retirement, tax, and estate planning within a single, integrated framework}Derek PollardDerek PollardFounder & Chief Brand Strategist | Constellar CreativeFrancesco DigenovaFrancesco DigenovaFounder at Pack AnalyticsEric Roberge CFP®Eric Roberge CFP®Creating optimized financial plans for successful professionals who want to live well now while also growing their assets for the futureBen BurkhartBen BurkhartFinancial PlannerFlavio MedeirosFinancial advisor at Coast Wealth Management Group, LLCAndrew J. Tapparo, RICP®Andrew J. Tapparo, RICP®Financial advisor at Tapparo Capital ManagementMike Walters, CFP®, EAMike Walters, CFP®, EATax-focused Retirement Planner | Helping Costco employees & families | Proud Girl DadElyse (Adler) Stoner, DESElyse (Adler) Stoner, DESHelping Wealth Management & Financial Services Firms Deepen Relationships, Engage Advisors & Drive Growth | Co-Founder, Event Advisors | Creator of ROM – Return on the Moment™S. Tate-PlansS. Tate-Plans😎 Estate Planning Memes Guy and RaconteurAustin GuestAustin GuestHead of Sales | Seed InvestorDaniel KeeverDaniel KeeverHelping the world’s best advisors tell their best stories. || Video for influential FA’s and FinServ leaders who don’t want to feel like influencers.Denys KontorskyyDenys KontorskyyContent & Partnerships, Revenue GridAlan Smith, CFP, CAPP, CRCSAlan Smith, CFP, CAPP, CRCSLive with Purpose - Build a LegacyShelby Nicholl, MBA, CEPA®Shelby Nicholl, MBA, CEPA®Moving financial advisors from breakaway to breakthrough | We Help Financial Advisors Move Firms, Build New RIAs and Hire Staff | We make it easier, boost success & land top deals | 🎙️ Host of Advisors Off-ScriptFrantz WidmaierFrantz WidmaierFounder @ Altitude + CEO of Bill Good MarketingJoshua ZimmermanJoshua ZimmermanJoshua ZimmermanNathan Donohue, CFP®, RICP®Nathan Donohue, CFP®, RICP®Founder of Valence Wealth | Equity Comp Specialist | EO MemberHayden EssHayden EssMBA Candidate @ Columbia Business School | Ex Morgan StanleyHerbert KylesHerbert KylesSVP, Wealth Advisor at FartherJason BarberJason BarberBuilding Holistic PlanningJacob LeiseJacob LeiseHead of Marketing at PractifiErin SabinErin SabinJames PollardAdam KnorrAdam KnorrGetting financial advisors millions of dollars & impressions | $150+ million in AUM pipeline for advisors on LinkedIn | 120+ million client impressions | 500+ meetings booked | Co-Founder at InfluenceLabMichael CascianoMichael CascianoHelping RIAs Push Less ButtonsArthur “Jamie” EbersoleArthur “Jamie” EbersoleFinancial Advisor at Ebersole Financial LLCMatthew R. EtzlerMatthew R. EtzlerFinancial planner at Etzler Financial Advisors, LLCChristopher CleppFinancial advisor at On Investment Management CoSara StanichSara StanichFinancial advisor at Cultivating WealthMax NovakFinancial advisor at Core PlanningBrian Portnoy, CFABrian Portnoy, CFAFounder at Shaping WealthJeff JurackaJeff JurackaRIA Sales Team Lead @ YCharts | Writer, Jeff at the DeskPaige HaynesPaige HaynesWealthTech ConciergeCaleb Brown, MBA, CFP®Caleb Brown, MBA, CFP®Podcast Host | Recruiter | ConsultantZach NovakZach NovakFinancial Planner at Novak Financial PartnersAlex Graf, MBA CIMA® CRPC®Alex Graf, MBA CIMA® CRPC®Rethinking How Fiduciaries Build Investment Engines | Institutional Quality, Transparent, Low(er)-Cost, Tax Aware, Fully Custom | Co-Founder @ ModelistKyle KuyatKyle KuyatCo-Founder | Defining WealthGraham GardnerGraham GardnerThe Anti GuruJeremy KeilJeremy KeilFounder, Keil Financial Partners | Retirement Financial AdvisorJulie LittlechildTheo KatsoulisTheo KatsoulisCo-Founder, ProdosJose M. LopesJose M. LopesAI Implementation for Financial Planners | AI Strategy | Founder, AI Advisor GuideTaylor StewartTaylor StewartObsessed with making financial planning betterNic Nielsen, CFP®, CLTC®Nic Nielsen, CFP®, CLTC®Founder | Know My Plan | Financial Planner for high-achieving professionals.Kris KitchenMatthew HyllandMatthew HyllandFlat Fee Financial advisor at Arnold and Mote Wealth ManagementStevyn GuinnipStevyn GuinnipHealth Advisor for Financial AdvisorsDustin BellistonDustin Belliston🔨 Building CurrentClientSean PolleySean PolleyPrivate Wealth ManagerAlanah Phillips, MBAAlanah Phillips, MBAHelping financial advisors break up with their broker-dealers! | Recruiter | Hiring and training G2 advisors | Speaker | Podcast Host of NextGen in 10 | Industry TroublemakerTaylen SatherTaylen Sather💯 Founder of Aryze DesignKari EllisI Recruit Financial & Insurance GURU's Nationwide - If You're Ready to Unleash Your Career Potential - Let's TalkDerek NotmanDerek NotmanFounder and CEO at Couplr.ai | REBL Dad | Co-Host Rethink FA PodcastChris DidomenicoChris DidomenicoFinancial advisor at Sparrows FinancialPatric GlassellPatric GlassellChief Growth Officer @ KwantiCraig IskowitzChristina TrampotaMatt DuToitBrian ThorpBrian ThorpFounder & CEO, Wealthtender | Helping advisors get found in AI search & grow with SEC-compliant client reviews — and helping consumers find advisors they can trustPhil WeissPrincipal, Apprise Wealth ManagementBrian LaytonBrian LaytonStrategic executive and SaaS co-founder with 25+ years in wealth management advisory, RIA platforms, and financial technology.Mike JohnsonMike JohnsonFinancial planner at Teacher WealthRitik MalhotraRitik MalhotraFounder and CEO, Savvy WealthGary FarrellGary FarrellFinancial advisor at Mosley Wealth Management, Inc.Jon CookJon CookFounder of Advisor StoryWhit LanierWhit LanierCEO, Co-FounderRyan HelderRyan HelderInnovation & IT Specialist @ Steward Wealth StrategiesJacob GardnerJacob GardnerCo-Founder & Lead Financial Planner at Defining WealthScott Sather, CFP®, CIM®, CKA®, FMAScott Sather, CFP®, CIM®, CKA®, FMAFounderJacob HughesJacob HughesPartner & Private Wealth AdvisorIsaac CarpenterIsaac CarpenterCo-owner, Advisor Guide · Know Your Numbers for independent RIAsAshley QuammeAshley QuammeFounder, Beyond the Plan®️H.Adam Holt, ChFC, CFPH.Adam Holt, ChFC, CFPFounder & CEO Asset-Map, Co-founder REBL Dads, Co-host Rethink Financial Advice PodcastAlex KuettelAlex KuettelCole WilliamsCole WilliamsFee-Only Financial Planner at Vessel Financial PlanningGabriel Kaplan, CPA CFP®Gabriel Kaplan, CPA CFP®Financial Advisor Specializing in Retirement Planning | Tax Optimization | Investment StrategyNick JordanNick JordanDistrict Manager | Team North Star | Insurance & Financial ServicesJacob Wagner, CDMPJacob Wagner, CDMPPrincipal of FidUlink AI and the 4FP AgencyJames C. ValenzuelaJames C. ValenzuelaFounderMitchell HamerMitchell HamerIntersecting WealthLogan AngusLogan AngusSSIF Financial Analyst | St. Jude Donor Relations | Aspiring Wealth Manager | SIU-C FinanceDave BenschDave BenschOhio-based CFP®, EA Helping W2 Employees Retire ResponsiblyJason PereiraJason PereiraFinancial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, & PodcasterLauren SoperLauren SoperThe Michael Jordan of Empathy | Make strong organic revenue growth routine again.Daniel EbertDaniel EbertVice President, Wealth AdvisorStephanie DannebaumStephanie DannebaumCRM Strategic Partner | Facilitating Proven Solutions to Achieve Sustainable Business Success for Solo to Small Financial Advisory FirmsPatrick MooreFinancial advisor at OnesevenMichael FinnMichael FinnFounder @ Neponset River Wealth StrategiesKristen LukeKristen LukeFinancial Advisor Niche Marketing Consultant | Author of "Uncomparable"Steve AbbettSteve AbbettMake it easier to work with high-net-worth Pre-Retirees.Niki ClarkNiki ClarkNon-Boring Marketing for Advisory FirmsDaniel YergerDaniel YergerPresident of MY Wealth PlannersOmen QuelvogOmen QuelvogFinancial advisor at Formynder Wealth Management, LLCDon Douglas Hilario, CFP®Don Douglas Hilario, CFP®Founder + CFP® | Helping Googlers live, work, and retire with confidence.Steven FoxSteven FoxFinancial advisor at AdviceOnlyTyler D. WoodsTyler D. WoodsPartner, Alta Strada WealthSyed Mustafa HassanSyed Mustafa HassanChief Making It Rain On LinkedInBen S. Shae, CFP®Ben S. Shae, CFP®Chief Operations Officer at Lee FinancialCraig NealCraig NealFounder, ThirdNexa | Third-Party Risk Management for SEC-Regulated FirmsArin PieramiciArin PieramiciFounding Marketing Manager at GreenboardSam Flaten, CFP®, ChFC®Sam Flaten, CFP®, ChFC®Founder @ LEVR | Advisor Force MultiplierJake Cazier, CFP®Jake Cazier, CFP®Founder/Advisor - Canyon Strategic Wealth | Founder - CanyonOpsMark Tenenbaum, Ph.D.Mark Tenenbaum, Ph.D.Director of Research, Kitces.comKate GuillenKate GuillenWe’re on a mission to help advisors build thriving practices by transforming complex operations into simple systems!Joe Moss 🚀🔥Joe Moss 🚀🔥🔨 building Advicer.bio - the directory of financial advicePatricia DonalsPatricia DonalsOperations Integrator / Project ManagerMichael C. Whitman, MBA, CFP®Michael C. Whitman, MBA, CFP®Virtual Financial PlannerKatherine BeltranKatherine BeltranManager of Client Experience at Simplicity Ops

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Institute for Innovation Development37 membersThe Institute for Innovation Development is a business development organization for financial advisors, focused on innovation. These are its members on Advicer.bio.See members →Fiduciary Check65 membersBrowse 68 fee-only fiduciary financial advisors across the United States and Canada. Every one has earned the Orange Check and is legally bound to act in your best interest.See members →BoldinAdvisors16 membersWork 1-on-1 with a dedicated fiduciary — a flat-fee CERTIFIED FINANCIAL PLANNER® professional from Boldin Advisors.See members →Advisors Growing as a Community1 memberSee members →Citywire Advisory Board12 membersCitywire's RIA Advisory Board is a group of RIA chief investment officers who help shape Citywire's RIA events, meeting twice a year at its RIA CIO Summits in Scottsdale and Austin. These are its members on Advicer.bio.See members →wealthtender1,096 membersFinancial advisors with a profile in Wealthtender's directory, where clients read verified reviews and book an introductory call. These are those advisors on Advicer.bio.See members →PlannerXchange2 membersThe community where financial advisors build their own tools, list their creations on a governed marketplace, and find collaborators to supercharge what they're building.See members →

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