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We invest 50% of all membership fees back into marketing the platform—driving a constant stream of high-intent prospects to your profile.
Consumers may contact multiple advisors independently when comparing services.
No long term contract required
Create a profile, appear in search results, and receive inquiries from prospective clients.
Most directories keep your fees as profit. We do the opposite. We pool 50% of every advisor's subscription into a massive Collective Ad Fund.
This creates a "marketing war chest" that allows us to buy traffic at a scale no individual advisor could afford alone.
We use 50% of all fees collected to build a massive marketing budget that drives traffic to the site. While competitors keep 90% in their pocket, we invest in your growth.
We spend on high-volume search terms like "Financial Advisor Near Me" and "Wealth Management Firms."
Prospects land on our site and search by anything from location to specialty, services to licenses—and find you, ready to book.
We don't just buy ads. We use proprietary data to intercept investors the moment they start looking.
Most directories target everyone. We target the ready. We leverage WealthReach's proprietary intent data to identify exactly who is researching financial topics right now—allowing us to deploy your ad dollars with surgical precision.
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Our data engine monitors behavior across the internet's most trusted financial publications and websites. When an investor reads about "tax-loss harvesting" or "ROTH Conversions" on a major financial news site, we know, and we target them immediately.
The way people research money has changed. Our intent data identifies users who are actively engaging with AI tools like ChatGPT, Gemini, and Perplexity to ask complex financial questions. We capture this signal to put your profile in front of investors seeking answers, not just keywords.
Because we target based on data, not just keywords, our ad spend goes further. We pay less to reach better prospects. We focus the 50% Marketing Fund exclusively on individuals who have already signaled they are "in-market" for financial advice, delivering higher conversion rates than any standard ad campaign.
Many prospects browse anonymously before reaching out. WealthReach's Visitor Intelligence technology deanonymizes this traffic, showing you the companies and specific individuals viewing your profile.
Know exactly who's researching you before they reach out
Reach out to warm prospects before your competitors do
Get notified instantly when high-value prospects view your profile
Sarah Johnson scheduled a consultation
Simple, transparent pricing. 50% of your fee contributes to the Platform Ad Fund.
Best for: Getting Found
Best for: Standing Out
Best for: Aggressive Growth
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2-10 Advisors
11+ Advisors
We don't chase cold leads. Our campaigns target investors who are actively searching for financial guidance right now. When they land on the platform, they are looking to book a meeting, not just read a blog post.
We don't sell leads. We deliver traffic. Prospects browse the directory and choose who to contact.
When an inquiry hits your inbox, it's because the client chose you—and that lead is exclusive to you. We do not sell your inquiry to other firms. Consumers may contact multiple advisors independently.
Everything you need to know about joining AdvisorList
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