Get found by people looking for an advisor like you
People use Find an advisor to look for an advisor by state, city and who they work with, and to answer a few questions and get matched. It's free for you and for them, and no one pays to be listed or to rank higher. Five things make your page ready. Want to be the first advisor people see? Sponsor your niche's page.
Get the Verified badge
People can see your page matches your SEC record, which is the first thing they check.
Pages built from SEC records have it already. If yours doesn't, add your CRD number and we check it against your record.
Add a photo
A face makes a page feel like a person to talk to rather than a listing.
A clear headshot, the one you use on LinkedIn works.
Write a few sentences about who you help
This is what people read before they decide to reach out.
Who you work with, the problems you solve for them and how you're paid. Three or four sentences, in plain English.
Pick who you work with
It's how you show up on niche pages, like financial advisors for tech employees, and in the match questions.
Choose up to 3 main focuses, and any others you serve.
Keep messages on
Introductions from people who match with you arrive by email. With messages off, they can't reach you.
On by default. Check it under Email & messages.
Extras that help people choose you
- Put the badge on your website: it links to your page and shows you're verified.
- Add client testimonials, with your compliance team's approval: clients confirm each one by email.
- Write a guide for the people you serve. It's listed on your niche's page, with your name and SEC record.
- Check your page stats: how many people saw your page, and what they searched for.
Advicer.bio shows your fees and services from your firm's Form ADV, and never sells introductions or placement. Questions? Reply to Joe, or email joe@advisortechbook.com.