The new advisor finder

Starting this week, we will be building out a new, improved advisor finder tool. While the FA map was great, the next iteration will allow visitors to delve deeper and create more accurate lists of advisors. The matching tool will show a list of all advisors sorted by geography and minimum account size. Visitors can whittle down this list by selecting from a set of filters. 

We will be testing this and gathering feedback in the next two months. Our goal is to launch it by March. 

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Visitors to the directory will enter their zip, age and AUM. They click "find an advisor" and a sorted list is presented.

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The list of all advisors is sorted by geography and account size. All premium advisors are shown at the top of the list. The "cards" feature a larger headshot and contact information. 

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If visitors want to create a more curated list, they have the option to filter out bad matches. The filters include: ranking, FINRA/SEC registration, State(s), certifications, specialities and planning (y/n). 

Our ultimate goal is to create a tool that matches investors to their perfect advisor. We think this is a step in that direction.