Elevate your
advisory brand.
Join the world's most prestigious directory for financial professionals. Showcase your expertise to high-net-worth clients actively seeking advice.
Free
Basic professional presence.
- check Basic Listing
- check Contact Form
Verified
The standard for trusted advisors.
- check Verification Badge
- check Priority Search
- check Lead Notifications
- check Profile Analytics
Elite
Maximum exposure and branding.
- check All Verified Features
- check Personal Intro Video
- check Advisor Spotlight
- check Monthly Strategy Call
Compare features
| Feature | Free | Verified | Elite |
|---|---|---|---|
| Verification badge | — | check_circle | check_circle |
| Priority search | — | Standard | Top Placement |
| Leads generation | Passive | Active Notifications | Concierge Routing |
| Performance analytics | — | Basic | Advanced Insights |
| Personal introduction video | — | — | videocam |
| Feature advisor spotlight | — | — | Homepage |
Representing multiple advisors?
We offer custom licensing and managed profiles for boutique firms and large financial institutions. Get a tailored quote for your organization.
Frequently asked questions
How long does the verification process take?
Our compliance team typically verifies listing credentials and regulatory status within 24-48 business hours.
Can I switch plans at any time?
Yes, you can upgrade or downgrade your plan instantly through your advisor dashboard. Pro-rated billing applies.
Is there a long-term commitment?
No, all our standard plans are month-to-month. You can cancel at any time without penalty.
What data is required for a listing?
We require your professional CRD or license number, a high-quality headshot, and a summary of your financial specializations.