We're matching our readers with financial advisors across the U.S.
How it helps
Each month, millions of readers visit U.S. News Money to learn about retirement, investing, and personal finance
We reach out to and verify every investor request before matching them with you.
How it works
Matches are based on both investor and financial advisor criteria
Investor lead information is delivered via email. We'll also notify the investor that the matched advisor will be reaching out shortly.
Take a few minutes to tell us about your business and preferred client profile
Once an investor submits a request, their interest is verified by a member of our team
Receive matches based on your own selection criteria, via email
Set a monthly budget and cancel at any time
How To Apply
Follow simple steps to reach potential clients quickly
Get started by enrolling in our matching program today.
Provide contact info and details about your business.
We'll review your info and notify you of our decision within a few days. We may call you to discuss your business as well.
Connect With US
Reach out to us if you have any further questions or want to stay informed on your application