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AdvisorFinder, LLC competitors & alternatives
The 12 closest competitors and alternatives to AdvisorFinder, LLC among financial services companies — ranked by similarity to what AdvisorFinder, LLC actually does, not by market-cap band.
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About AdvisorFinder, LLC
AdvisorFinder, LLC operates an online matching platform that connects individuals, couples, and business owners with vetted financial advisors. The platform allows users to filter professionals by location, specialties, and fee structures to find customized financial planning and investment management services.
AdvisorFinder, LLC at a glance
AdvisorFinder, LLC is a financial services company headquartered in United States. It has raised at least $5.3M across the 2 funding rounds on record. Its most recent funding round raised $3.3M in December 2024. Xcout tracks 7 named people at AdvisorFinder, LLC, including Jason Friedman (President and CEO).
AdvisorFinder, LLC leadership
- Jason FriedmanPresident and CEO
- Jason FriedmanCEO & Founder
- Drew KeeverCOO & Co-founder
- Zack SnyderVP of Product & Enterprise Solutions
- Andrew KeeverExecutive Officer
- Jason FriedmanExecutive Officer
1 more named person on record for AdvisorFinder, LLC, with roles, board committees and tenure — see the full roster →
AdvisorFinder, LLC funding rounds
At least $5.3M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $3.3M | — | |
| SEC Form D filing | $2M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 AdvisorFinder, LLC competitors
Ranked by semantic similarity — how close each company is to AdvisorFinder, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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Hightower Advisors operates as a wealth management platform and registered investment advisor that partners with independent financial advisory practices. The company provides growth-oriented advisors with operational scale, resources, and investment solutions to help them serve their clients. Additionally, it connects individual investors with fiduciary financial advisors.
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WealthCloud, LLC provides an online wealth management platform and virtual family office service that combines AI automation with access to licensed professionals such as CPAs, wealth managers, and estate attorneys. The company serves individuals, families, and business owners, offering a centralized digital workspace to coordinate financial planning, taxes, estate strategies, and asset management.
Similar financial services company
Onefund, LLC operates an investment platform that enables accredited investors and institutions to access top-tier private equity and venture capital funds at reduced investment minimums. The digital platform provides tools for onboarding, comparing offers, reviewing fund documents, and managing portfolio allocations.
Similar financial services company
DPL Financial Partners, LLC is a U.S. insurance platform and distribution network that helps fee-only financial advisors access commission-free insurance and annuity products. It serves registered investment advisors and other fiduciary wealth professionals, connecting them with insurance carriers and providing related product and support services.
Similar financial services company
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Similar financial services company
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
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Edward Jones provides financial advisory services and wealth management strategies to individual investors. The company helps clients explore financial products, review pricing, and connect with local advisors to support their financial security.
Similar financial services company
Pathway Partners Wealth Advisors, LLC is a registered investment adviser that provides financial planning, investment management, and business consulting services. The firm serves individuals, families, and business owners to help them achieve their financial goals through a structured multi-stage advisory process.
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Swagerty Finance, LLC (operating as Swagerty & Gardner Financial Group) is a team of financial advisors providing comprehensive financial planning, investment management, risk management, and related financial services. They serve individuals, small businesses, and foundations by crafting personalized financial strategies tailored to their unique situations and goals.
Similar financial services company
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
Similar financial services company
Unbiased is a digital platform that connects individuals and businesses with vetted, FCA-regulated financial advisers, mortgage brokers, and accountants.
Similar financial services company
Advisor Strategies, LLC is an independent financial services firm based in New Jersey that provides comprehensive financial planning, investment management, and retirement planning services. The company helps clients navigate wealth management, education planning, life insurance, and major life transitions through personalized strategies. Their services are designed for individuals seeking professional guidance to achieve their personal and financial goals.
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