We make it easier to find a financial advisor.

We are committed to bringing you the most accurate and comprehensive understanding of financial advisors so you can comfortably decide which advisor is right for you.

Who We Are

SmartAdvisor Match is a solution brought to you by the award-winning team of experts at SmartAsset, a personal finance company that reaches approximately 75 million* people per month.

SmartAsset offers free and personalized tools to empower you to make smart personal finance decisions around homebuying, retirement, taxes and more. Now we’re proud to offer a way to help you find a financial advisor.

*As of September 2021.

How We Do It

Our team, including more than a dozen Certified Educators in Personal Finance (CEPF), has spent thousands of hours researching and compiling information on the more than 300,000 registered investment advisors. We used our data and finance expertise to sift through millions of data points to highlight only the most important.

SmartAdvisor Match is brought to you by:

Our mission is to empower people to make smart financial decisions.

We are passionate about empowering people to meet their financial goals. We believe in giving you all the tools you need, including educational articles and calculators. Recognized as an industry leader, SmartAsset has received multiple awards and been referenced in thousands of media articles since 2012.

Awards and Recognition

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

2022

#81

YC Top Companies - 2022

Y Combinator
2021

Ranked 160th

Deloitte Technology Fast 500™

Deloitte
2021

The 30 Top Funded

The 30 Top Funded Black- and Latinx-Founded Companies in 2021

Crunchbase
2021

Ranked # 561 (top 11%)

Inc. 5000

Inc.
2021

Winner

LUMINARIES Class of 2021 - Thought Leadership — Programs, Products & Services

ThinkAdvisor
2021

Winner

Fintech Awards - Best Financial Planning Technology Company - New York

Wealth and Finance International
2021

Winner - Michael Carvin

Top 50 Financial Technology CEOs of 2021

The Financial Technology Report
2021

Winner - Michael Carvin

Entrepreneur Of The Year® 2021 New York

Ernst & Young LLP (EY)
2021

Winner (ranked # 47)

The Top 100 Financial Technology Companies of 2021

The Financial Technology Report
2021

Honoree

Websites and Mobile Sites: Financial Services/Banking

Webby Awards
2020

Honorable Mention (Content Series), Honorable Mention (Financial Services Campaign) - LC Launch

Content Marketing Awards

Ragan’s PR Daily
2020

Winner (7th in NYC, 10th in the Finance category and 32nd overall)

America's Best Startup Employer in 2020

Forbes
2020

Finalist / Listmaker
(Live Connections)

Best New Product

Benzinga
2020

Finalist

Best Wealth Management Solution

Finovate
2018

Top 100 Company

Top 100 Company

Y Combinator

In the Press

Our Office

122 East 42nd Street, Suite 4300,
New York, NY 10168