Get High-Quality Clients Who Are Ready to Invest

Join the TFA network and get exclusive access to investors actively seeking financial advisors. 100% free to join. Only pay when clients book.

Why Financial Advisors Choose TFA:

  • One-click AI risk profiles: Get real-time customer risk profiles based on actual behavior - not just what they say. See how their profile changes over time as they interact with our investing, trading, and planning tools
  • Real-time client engagement: Clients can follow you and get real-time feedback, creating ongoing relationships and higher retention
  • Protected reputation: Unlike Google or Yelp, you can remove fake reviews - we verify all feedback is from real clients
  • Global client access: Connect with clients worldwide, not just your local area - expand your practice internationally
  • Pre-qualified leads: Connect with serious investors, not tire-kickers
  • Exclusive territory: Only 1 advisor per ZIP code - zero competition
  • Instant credibility: TFA badge proves you're in the top 1%
  • Zero risk: No monthly fees, no contracts - pay only when you accept appointments
  • Built-in marketing: We rank #1 on Google for "Trusted Financial Advisor"
$5 per appointment you accept - that's it
100% Free to Join. No setup fees. No monthly charges. No hidden costs.
Apply Now - It Takes 5 Minutes

How It Works

Get started in 4 simple steps — from application to getting clients

1

Apply

Fill out the form below
(takes 5 minutes)

2

Get Verified

We verify your credentials
(2-3 business days)

3

Go Live

Your profile goes live
on our platform instantly

4

Get Clients

Start receiving bookings
(pay $5 only when you accept)

Join 1,000+ Elite Advisors

Start Getting Clients in 48 Hours

Join the #1 ranked platform for financial advisors. Get verified, go live, and start receiving pre-qualified client bookings immediately.

5 min
To Apply
2-3 days
To Get Verified
$0
To Get Started

Your Path to More Clients Starts Here

Fill out the form below and join the elite network of trusted financial advisors

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1 Basic Information

Only 1 advisor per ZIP code

2 Professional Details

3 Tell Us About Yourself

This helps clients find you based on their needs

100% Secure • We'll review your application within 2-3 business days