Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers.

CHOOSE THE RIGHT FINANCIAL ADVISOR WITH CONFIDENCE

Finding the Right Financial Advisor, Made Simple

Why settle for just the closest advisor when you can find your ideal financial advisor based on specialization, verified client reviews, credentials, fee structure, fiduciary status, and more?

HOW TO USE WEALTHTENDER

Get the Most From Your Experience with Wealthtender

Wealthtender is more than an advisor directory, it’s a complete platform for finding, comparing, and connecting with financial advisors who are an ideal fit for your unique needs. Becoming a power user is easy. Here’s how to maximize your search:

Your Step-by-Step Guide

1. DEFINE YOUR NEEDS – What type of financial planning or advice do you need? Retirement planning? Portfolio management? Tax strategy? Estate planning? Debt reduction strategies? Gifting? Do you prefer to meet online or in person? Understanding your priorities helps you find the right specialist.

2. SEARCH BY WHAT MATTERS – Based on your needs and preferences, use our interactive maps and filters to search by:

• Specialty or planning focus
• Fee structure (fee-only, flat fee, hourly, AUM-based)
• Credentials (CFP®, CFA, CPA, etc.)
• Location (local or nationwide)
• Services offered
• Client types served

3. READ REVIEWS – Compare advisors based on authentic feedback and real client experiences. Our Certified Advisor Reviews™ always include important disclosures and context you won’t find on general review platforms.

4. VIEW PROFILES – Compare advisor backgrounds, credentials, specialties, investment philosophies, fee schedules, and service descriptions. Everything is transparent and in one place.

5. SCHEDULE INTRODUCTORY CALLS – Almost all advisors offer free initial consultations. Schedule meetings with 2-3 advisors to find your best fit.

6. CHOOSE CONFIDENTLY – Make an informed decision based on published advisor details, real client feedback, and your actual conversations with advisors.

Types of Financial Advisors You’ll Find on Wealthtender

On Wealthtender, you can explore a diverse range of financial advisors and wealth management firms that include:

• Fiduciary advisors committed to acting in clients’ best interests
• CFP® professionals with advanced financial planning credentials
• Fee-only advisors compensated solely by clients
• Advisors for growing families, people nearing retirement, and business owners
• Specialists across multiple categories (e.g., life stage, occupation, ethnicity, lifestyle, religion)
• Highly-rated advisors with positive client reviews
• Firms of varying sizes with advisors who can meet with you in person or online
• Fee-based advisors who offer access to insurance and alternative investments

CERTIFIED ADVISOR REVIEWS™ – WE INVENTED THIS

Real Reviews. Real Clients. Real Transparency.

Before Wealthtender, no find-an-advisor platform featured client reviews.

Think about that for a moment. Just a few years ago, you could read reviews for restaurants, plumbers, dentists, hotels, and mechanics, but not for the professionals managing your retirement savings and financial future.

We changed that in 2021 by becoming the first platform to collect and publish authentic financial advisor reviews designed specifically for compliance with industry regulations.

Why This Matters

The financial services industry is held to a higher standard than most businesses… and that’s a good thing. The Securities and Exchange Commission (SEC) requires that important disclosures accompany every online review about a financial advisor to provide the transparency you deserve when your life savings could be at stake. These disclosures include:

• The relationship of the reviewer to the advisor (e.g. client or not?)
• If the reviewer was compensated to write their review
• Any material conflicts of interest

What Makes Certified Advisor Reviews™ Different

Unlike general review sites like Google and Yelp, every review on Wealthtender about financial advisors and wealth management firms includes specific disclosures about the client relationship, any compensation paid to the reviewer for their feedback, and any material conflicts of interest. This information helps you make more informed decisions about who to hire.

The Statistics

According to the Wealthtender 2025 Study of $100K+ Households Seeking Financial Advice, 83% of Americans want to read online reviews about a financial advisor before choosing a financial advisor. Deciding which financial advisor to hire is one of the most important financial decisions you’ll make in your lifetime. Before you choose, read their reviews.

→ Learn More About Certified Advisor Reviews™

AWARDS FOR WHAT MATTERS MOST

Recognizing Financial Advisors Who Deliver Exceptional Client Service

Most financial industry awards celebrate advisors and wealth management firms for being the largest or growing revenue the fastest – metrics that matter to business owners, not clients. Wealthtender takes a different approach.

Wealthtender’s Voice of the Client Awards™ is the first in the industry to recognize financial advisors and wealth management firms that consistently receive superior client reviews.

What This Means for You

When you see a Wealthtender Voice of the Client Award badge displayed on a Wealthtender profile or a financial advisor’s website, you know it was earned through exceptional client service.

These awards aren’t purchased placements or self-nominations. They’re earned recognition based on what real clients say about their experiences. When you’re researching advisors, our awards help you quickly identify financial advisors and wealth management firms with proven track records of client satisfaction.

→ Learn More & View Award Winners

OUR INDEPENDENCE & BUSINESS MODEL

How Wealthtender Works – Complete Transparency

Unlike lead-generation platforms that profit from sending your contact information to multiple advisors (whether they’re right for you or not), Wealthtender operates with a straightforward model that ensures you’re always in control.

Our Business Model Explained

Advisors pay Wealthtender a flat monthly or annual fee for directory inclusion and digital marketing benefits.

WHAT WE DON’T DO:

• Charge per lead or client introduction
• Accept pay-per-click advertising from advisors
• Rank advisors based on who pays more
• Sell your contact information to multiple advisors

HOW SEARCH RESULTS WORK: Your search results are determined by:

• Relevance to your search criteria
• Specialist filters (credentials, services, client types)
• Geographic proximity (when location matters)
• Quality indicators (reviews, credentials, experience)

You Control the Process

Browse Privately – Search and compare advisors without providing your contact information. Your privacy is protected until you’re ready to reach out.

No Forced Sharing – We don’t share your contact information with advisors unless you explicitly choose to do so. No surprise calls or emails from advisors you haven’t selected.

Direct Contact – When you find an advisor who may be a good fit, you reach out directly through their profile. Simple, straightforward, and on your terms.

Multiple Options – Compare as many advisors as you want. Schedule consultations with multiple advisors. Make your decision based on your own conversations and research, not pressure or sales tactics.

Why Independence Matters

This business model ensures that:

• Search results focus on fit, not fees
• Advisors can prioritize service quality, not marketing spend
• Your best interests remain top priority
• Trust is earned through transparency

This independence is why both advisors and consumers trust Wealthtender to connect them transparently. Wealthtender is governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers.

Recognized by Industry Leaders

Honored for innovation, transparency, and trust in connecting consumers with financial advisors.

🏆 InvestmentNews 5-Star Technology Award Winner (2025)

🏆 ThinkAdvisor Luminaries Award Winner (2025)

HELPING FINANCIAL ADVISORS GROW & THRIVE

More than 750 advisors & wealth management firms partner with Wealthtender for digital marketing tools and compliant online reviews that turn more prospects into clients by optimizing for traditional search engines and AI-powered answer platforms like ChatGPT, Perplexity & Google AI Overviews.

Why Forward-Thinking Advisors Choose Wealthtender:

✓ Certified Advisor Reviews™ – The first online review platform designed for SEC/FINRA compliance. Collect and display testimonials on Wealthtender, your website, and optimized for visibility in Google search results and AI answers.

✓ Answer Engine Optimization (AEO) – In addition to SEO, your profile is designed to ensure you appear more frequently and prominently in AI-powered search tools.

✓ Wealthtender Voice of the Client Awards™ – Advisors and firms with consistently exceptional client reviews gain impactful recognition that builds trust with prospects and sends trust signals to AI platforms.

✓ AI-Optimized FAQs – You share your expertise. We implement FAQ schema markup so AI answer engines easily find and cite you in responses to questions asked by consumers interested in the services you offer.

What You Get:

→ Profile on the #1 independent find-an-advisor website (500K annual visitors)

→ Domain Authority advantage that strengthens SEO/AEO

→ Featured in local and specialist directories

→ Compliant reviews & testimonial marketing toolkit

→ Get quoted in popular media outlets

→ Testimonial Marketing Studio™ for compliant social content

→ Done-for-you setup

Affordable Pricing:

Plans start at $49/month. No long-term commitment. Free done-for-you set up

→ Learn More About Wealthtender for Financial Advisors

OUR STORY

Founded to Help People Find Financial Professionals They Can Trust

Founded in 2019 and proudly based in Austin, Texas, Wealthtender was born from a frustrating realization: finding trustworthy financial professionals was unnecessarily difficult.

The Problems We Saw

Traditional advisor search results prioritized whoever paid the most for placement or consumer leads, not who was the best match for an individual’s needs.

Industry awards celebrated wealth management firms for their size and revenue growth, metrics that said nothing about client satisfaction or service quality.

And most significantly, no platform let you read reviews about financial advisors from actual clients.

We Decided to Change the Industry for the Better

In 2021, Wealthtender became the first find-an-advisor platform to feature authentic online reviews about financial advisors, establishing a new standard for transparency in financial services.

We didn’t just attach reviews to a legacy platform. We built a modern review system from the ground up, designed specifically for SEC/FINRA compliance, optimized for visibility in traditional search engines and AI discovery tools, and with important disclosures that accompany every review about financial advisors and wealth management firms to help consumers make more informed and educated hiring decisions.

But we didn’t stop there.

We also pioneered the industry’s first awards program that celebrates what actually matters most to Americans: an exceptional client experience from advisors they can trust.

While traditional industry awards recognize firms for their size or revenue growth, Wealthtender’s Voice of the Client Awards™ honor financial advisors and wealth management firms that consistently receive superior client reviews.

No self-nominations. No pay-to-play. No vanity metrics. Just recognition for advisors who consistently deliver exceptional experiences to their clients.

Our Innovations at a Glance

• First platform to publish compliant financial advisor reviews (2021)
• Industry’s first award program for advisors based on exceptional client reviews (2025)
• Award-winning technology: InvestmentNews 5-Star Technology Provider (2025)
• Thought leadership recognition: ThinkAdvisor Luminaries Award Winner (2025)
• The first advisor digital marketing platform for AI-optimization

What We’ve Built

The numbers help tell our story.

• 500,000 Americans who visit Wealthtender each year
• 750+ financial advisors and wealth management firms featured on Wealthtender
• 5,000+ Certified Advisor Reviews™
• 100% independent, privately owned and operated

OUR TEAM

Brian Thorp

Founder and CEO, Editor-in-Chief

Brian Thorp is the CEO and founder of Wealthtender, and Editor-in-Chief. He and his wife live in Austin, Texas. With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress. Learn More About Brian

Derek Moore

Designer & Developer

Derek is lead developer, with over 15 years of experience with front-end development, and web design. His core development technologies are HTML, CSS, JavaScript, PHP, and WordPress.

His core design technologies are paper, pen, Sketch, Figma, and the ever-powerful browser-based design.

Diana Cabrices

Chief Evangelist

Diana is a wealthtech growth expert and founder of Diana Cabrices Consulting.

With a proven track record of success in the wealthtech space and a reputation as a leading voice on the value of digital marketing for financial advisors, Diana’s experience and passion align perfectly with Wealthtender’s mission to help financial advisors attract their ideal clients online and accelerate business growth.

Haley Marx

AGC Community Manager

Haley is passionate about cultivating vibrant communities, fostering meaningful connections, and empowering AGC community members to reach new heights.

Born, raised, and rooted in California, Haley is a travel enthusiast and always seeks out live music.

Taylor Schulte, CFP®

AGC Co-Founder

Taylor co-founded AGC in 2019 with Justin Castelli.

Taylor is the founder of Define Financial, a fee-only RIA headquartered in San Diego, CA, the host of the Stay Wealthy Retirement Podcast, and a member of the Retirement Podcast Network.

Justin Castelli, CFP®

AGC Co-Founder

Justin co-founded AGC in 2019 with Taylor Schulte. Justin is the founder of RLS Wealth Management, an RIA located in Fishers, Indiana, and the guy behind All About Your Benjamins and The Advisor of Tomorrow.

Peter Mansfield

Managing Editor

Peter is a fintech marketing professional with a highly successful track record helping early-stage ventures in areas including payments, credit/prepaid, and lending.

His portfolio includes Marqeta, BillFloat, Wallaby Financial (acquired by BankRate), UNest, PropertyBridge (acquired by Moneygram), and Vertical Finance.

Leila Shaver

Legal Counsel

Owner of My RIA Lawyer, Outsourced CCO and General Counsel to SEC registered firms, Securities Attorney, Compliance Nerd, Speaker, Educator, Lip-sync enthusiast

OUR CONTRIBUTING WRITERS

We partner with writers who share our passion to help people enjoy life with less money stress.

→ Meet the Wealthtender Writers and Editorial Team

A Note from Our Founder

Hi there! 👋 Thanks for visiting Wealthtender.

Before launching Wealthtender in 2019, I anticipated that we would soon have an opportunity to make the experience of finding and hiring a financial advisor better. At the time, the Securities and Exchange Commission (SEC) prohibited financial advisors from sharing client reviews online. Fortunately, times were about to change.

Near the end of 2019, the SEC announced its intentions to finally modernize its rules and permit financial advisors to collect and publish client feedback online. This opened the door for Wealthtender to become the very first find-an-advisor website to feature online reviews about financial advisors when the SEC rules took effect in May 2021.

Then we went further, creating the industry’s first awards based exclusively on advisors and wealth management firms with exceptional client reviews, not firm size, revenue growth or self-nominations that commonly rank among the metrics used by many award programs for financial service providers.

With Wealthtender, you can read authentic reviews from actual clients. You can find specialist advisors who serve people just like you. You can compare fee structures and credentials transparently. And you can make confident decisions based on facts.

For People Seeking Financial Guidance

Whether you’re navigating stock options at a tech startup, managing a medical practice, saving for your children’s education, preparing for retirement, or just starting to accumulate wealth for the first time, you deserve an advisor who specializes in your unique situation. With more than 750 advisors and 5,000 online reviews, Wealthtender helps you find the right advisor you can trust.

There’s no pressure. Browse on your terms, read authentic reviews, compare local advisors and specialists across the US, and reach out when you’re ready. Your information stays private until you decide to connect.

For Financial Advisors

If you’re committed to delivering an exceptional client experience and want to be recognized for what actually matters most to consumers, Wealthtender is built for you. We help advisors and wealth management firms grow faster and attract their ideal clients through powerful digital marketing services optimized for traditional search engines and AI assistants.

We’re Raising the Bar

We’re not just building a better find-an-advisor directory. We’re setting new standards for transparency in financial services to fulfill our mission of helping people enjoy life more with less money stress by connecting them with trustworthy financial advisors.

As we continue this mission, I’d love to hear from you. What would make Wealthtender more useful to you? How can we better serve your needs?

Drop me a line anytime. Whether you’re searching for an advisor or you are an advisor looking to grow your business, I look forward to connecting.

Thank you.

Brian Thorp
Founder and CEO, Wealthtender
(512) 856-5406