Designed to target a specific number of new clients per year.
¹The estimated AUM closed by advisors from SmartAsset referrals is based on the number of matches made between validated investors reporting over $25K in investible assets and advisors in 2023. Further, the calculation assumes: a 4% close rate (based on data collected from partners and industry benchmarks) and an average amount of assets per household of $996K, that was calculated from self-reported asset ranges in the advisor matching survey. The calculation is: Valid Matches*Average Assets Per Household*4% Conversion Rate.
²The average estimated payback period is calculated across all SmartAsset AMP subscriptions. The estimate assumes a 3% client close rate, the following AUMs for each lead tier based on actual historical data, and a 1.1% advisor fee on the AUM. The payback period calculation is: (Year 1 subscription cost divided by Year 1 advisor fee earned)*12 months. Tier 1: $1,598,087. Tier 2: $593,533. Tier 3: $280,064. Tier 4: $62,500.
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.
Designed to target a specific number of new clients per year.
SmartAsset is the largest advisor marketplace on the web, matching over 50,000 consumers with fiduciary advisors every single month.
A leading end-to-end marketing solution for fiduciary advisors looking to grow their practice. We offer referrals and dedicated account management to help attract AUM to your firm.
Data provided as of January 2024. Average investor investable assets doesn't include consumers reporting <$25K in investable assets, is calculated using the midpoint of asset tiers selected by the consumer, and aggregated over 2023.
Data provided as of January 2024. Average investor investable assets doesn't include consumers reporting <$25K in investable assets, is calculated using the midpoint of asset tiers selected by the consumer, and aggregated over 2023.
SmartAsset AMP is estimated to have an average payback period of 6.6 months.²