Arizona Advisor Match
For advisors

Meet Arizona clients who fit your practice.

We introduce pre-qualified Arizona residents to one advisor at a time, based on fit. No shared leads, no bidding wars.

Apply to join
Why join

Introductions, not lead lists

One advisor per client

Each person we match is introduced to you alone, so you're not racing other firms to the phone.

Pre-qualified

We collect age, goals, assets, timeline, and meeting preference, and our team confirms details before the introduction.

Local and specific

Tell us your ideal client and service area. We only send people who fit.

How it works for advisors

From application to first introduction

Pricing is simple and per introduction. We'll walk you through it on a short call.

  1. Step 1

    Apply

    Tell us about your firm, your clients, and your service area.

  2. Step 2

    We review

    We check your registration, Form ADV, and disciplinary history, and confirm you act as a fiduciary for advisory clients.

  3. Step 3

    Set your preferences

    Asset minimums, specialties, locations, and how many introductions you want.

  4. Step 4

    Receive introductions

    We email you each match with the client's goals and contact details.

Apply

Apply to join our network

Applications take about three minutes. We'll be in touch within two business days.

  • Registered with the SEC or the Arizona Corporation Commission
  • Clean disciplinary history
  • Fiduciary for advisory clients
  • Office or clients in Arizona