Reach people looking for an advisor

$0 to join. Listed after a quick verification.

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Step 1: What you get

  1. 1

    People searching now

    Visitors come here to find an advisor.

  2. 2

    Your profile, your way

    Edit fees and disclosures any time.

  3. 3

    Say no freely

    Decline any booking at no cost.

Step 2: What it costs

$0to join
$5per booked appointment
About the $5 fee

Charged only when a prospect books through TFA — not for views or declined bookings. Confirm with your firm.

FAQ

Not legal advice — your firm comes first.

Who can join?

Licensed or credentialed advisors at any firm, or independent. See our compliance standards.

Are clients guaranteed?

No. We do not guarantee leads, rankings, or traffic.

Can joining fit SEC / FINRA marketing rules?

Rule 206(4)-1 allows paid introductions and directory placement with fair advertising and disclosures. FINRA Rule 2210 expects firm-supervised, balanced communications. TFA is a platform, not your supervisor.

Sources: SEC Marketing Rule · FINRA 2210 · TFA standards
How do investors verify me?

Profiles can link to BrokerCheck and IAPD so prospects check your record at the source.

Sources: BrokerCheck · SEC IAPD
Can I show reviews or performance?

Testimonials, ratings, and net performance have their own disclosure rules. Show them only where your firm permits.

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Check the terms to continue.

Advisor credentials by country · Retirement planning guide · FAQ