Advisor Testimonials
SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.
We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.
SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States). SmartAsset is not a financial planner, broker or tax adviser. The Service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through SmartAsset.com may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.
1. At the time of the interview, this advisor did not receive compensation. However, he has since become a paid consultant.
2. This advisor received compensation for the interview.
3. This advisor did not receive compensation for the interview.
4. Robert Gilliland, is a client of SmartAsset and has received compensation for his participation in this interview. Robert's experience and metrics regarding SmartAsset are his own. Results may not be the same for everyone who uses SmartAsset.
Join a community of advisors who are thriving and growing their businesses.
Client Acquisition Made Easier for RIAs
Award and Recognition
*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
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Target New Clients This Year
Michael Collins has grown his AUM by $50 million with SmartAsset
"For every $1 I put in, I earn $2 in recurring revenue. The most important client acquisition strategy for us has been SmartAsset. The quality and ROI of SmartAsset leads has been much higher than other services we have tried." 1
CFA®
Michael Collins
Founder & CEO of WinCap Financial
This Young Advisor Closed Around 1 New Client a Month with SmartAsset
"I'm getting about one, I think I average one to one-and-a-half clients per month from my leads from SmartAsset, and I've already generated about a 3 to 3.5 times ROI."
I've really reached a good spot now, where some of the leads that I think I would have lost at one point, I'm converting into clients because I've gained the expertise just by working it over time." 2
TJ Tamura
Financial Advisor and Retirement Planner
Joe Anderson has raised over $1 billion in AUM from SmartAsset since 2018
"Today we manage roughly $6 billion...and a little bit more than $1 billion is from SmartAsset.
If I spend $1 million with SmartAsset...I know we'll bring in $100 million of assets. I'll do that all day long because I know the long-term value of the client is a lot more than that." 3
CFP®
Joe Anderson
CEO & President of Pure Financial Advisors
The testimonials are provided by financial advisors that have ongoing business relationships with SmartAsset. They are individual experiences, reflecting the real-life experiences of those who have used our services. The testimonials are not 100% representative of all of those who will use our products and/or services, and we make no admissions of such. SmartAsset may extend free products, discounts, promotional support, or other indirect or direct financial incentives to these sources. These incentives may or may not influence the nature of the testimonial.
Get validated referrals within your target asset tiers and geography, plus automated, pre-built nurture campaigns.
The 30 Top Funded Black- and Latinx-Founded Companies in 2021
#81
Deloitte Technology Fast 500™
Ranked 160th
YC Top Companies - 2022
#81
Inc. 5000
Ranked #561 (Top 11%)
LUMINARIES Class of 2021 - Thought Leadership — Programs, Products & Services
Winner
Fintech Awards - Best Financial Planning Technology Company - New York
Winner
The Top 100 Financial Technology Companies of 2021
Winner (Ranked #47)
Top 50 Financial Technology CEOs of 2021
Winner - Michael Carvin
Entrepreneur Of The Year® 2021 New York
Winner - Michael Carvin
Michael Collins has grown his AUM by $50 million with SmartAsset
Michael Collins
Founder & CEO of WinCap Financial
"For every $1 I put in, I earn $2 in recurring revenue. The most important client acquisition strategy for us has been SmartAsset. The quality and ROI of SmartAsset leads has been much higher than other services we have tried." 1
CFP®
This Young Advisor Closed Around 1 New Client a Month with SmartAsset
"I'm getting about one, I think I average one to one-and-a-half clients per month from my leads from SmartAsset, and I've already generated about a 3 to 3.5 times ROI."
"I've really reached a good spot now, where some of the leads that I think I would have lost at one point, I'm converting into clients because I've gained the expertise just by working it over time." 2
TJ Tamura
Financial Advisor and Retirement Planner
Joe Anderson has raised over $1 billion in AUM from SmartAsset since 2018
"Today we manage roughly $6 billion...and a little bit more than $1 billion is from SmartAsset.
If I spend $1 million with SmartAsset...I know we'll bring in $100 million of assets. I'll do that all day long because I know the long-term value of the client is a lot more than that." 3
CFP®
Joe Anderson
CEO & President of Pure Financial Advisors
The testimonials are provided by financial advisors that have ongoing business relationships with SmartAsset. They are individual experiences, reflecting the real-life experiences of those who have used our services. The testimonials are not 100% representative of all of those who will use our products and/or services, and we make no admissions of such. SmartAsset may extend free products, discounts, promotional support, or other indirect or direct financial incentives to these sources. These incentives may or may not influence the nature of the testimonial.
Advisor Testimonials
Join a community of advisors who are thriving and growing their businesses.
Are You a Financial Planner?
Client Acquisition Made Easier for RIAs
Get validated referrals within your target asset tiers and geography, plus automated, pre-built nurture campaigns.
Award and Recognition
*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
YC Top Companies - 2022
#81
Deloitte Technology Fast 500™
Ranked 160th
Inc. 5000
Ranked #561 (Top 11%)
The 30 Top Funded Black- and Latinx-Founded Companies in 2021
The 30 Top Funded
LUMINARIES Class of 2021 - Thought Leadership — Programs, Products & Services
Winner
Fintech Awards - Best Financial Planning Technology Company - New York
Winner
Top 50 Financial Technology CEOs of 2021
Winner - Michael Carvin
Entrepreneur Of The Year® 2021 New York
Winner - Michael Carvin
The Top 100 Financial Technology Companies of 2021
Winner (Ranked #47)
Robert Gilliland's Modern Client Acquisition Playbook Added a Reported
~$50M in AUM in 3 Years
"My experience with regards to SmartAsset is every year I’ve done it I've brought in between $15 million and $25 million worth of assets directly attributable to SmartAsset." 4
CRPC®
Robert Gilliland
Managing Director and Senior Wealth Advisor
Robert Gilliland's Modern Client Acquisition Playbook Added a Reported ~$50M in AUM in 3 Years
"My experience with regards to SmartAsset is every year I’ve done it I've brought in between $15 million and $25 million worth of assets directly attributable to SmartAsset." 4
CRPC®
Robert Gilliland
Managing Director and Senior Wealth Advisor
