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
    Award Logotype
    #81
    YC Top Companies - 2022
    Y Combinator
  • 2021
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    Ranked 160th
    Deloitte Technology Fast 500™
    Deloitte
  • 2021
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    The 30 Top Funded
    The 30 Top Funded Black- and Latinx-Founded Companies in 2021
    Crunchbase
  • 2021
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    Ranked # 561 (top 11%)
    Inc. 5000
    Inc.
  • 2021
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    Winner
    LUMINARIES Class of 2021 - Thought Leadership — Programs, Products & Services
    ThinkAdvisor
  • 2021
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    Winner
    Fintech Awards - Best Financial Planning Technology Company - New York
    Wealth and Finance International
  • 2021
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    Winner - Michael Carvin
    Top 50 Financial Technology CEOs of 2021
    The Financial Technology Report
  • 2021
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    Winner - Michael Carvin
    Entrepreneur Of The Year® 2021 New York
    Ernst & Young LLP (EY)
  • 2021
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    Winner (ranked # 47)
    The Top 100 Financial Technology Companies of 2021
    The Financial Technology Report
  • 2021
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    Honoree
    Websites and Mobile Sites: Financial Services/Banking
    Webby Awards
  • 2020
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    Honorable Mention (Content Series), Honorable Mention (Financial Services Campaign) - LC Launch
    Content Marketing Awards
    Ragan’s PR Daily
  • 2020
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    Winner (7th in NYC, 10th in the Finance category and 32nd overall)
    America's Best Startup Employer in 2020
    Forbes
  • 2020
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    Finalist / Listmaker
    (Live Connections)
    Best New Product
    Benzinga
  • 2020
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    Finalist
    Best Wealth Management Solution
    Finovate
  • 2018
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    Top 100 Company
    Top 100 Company
    Y Combinator

In the Press

New York Times logo. The Wall Street logo. Forbes logo. ThinkAdvisor logo. WealthManagement logo.

Our Office

Map of SmartAsset located at 122 East 42nd Street, Suite 4300, New York, NY 10168.
122 East 42nd Street, Suite 4300,
New York, NY 10168

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