The industry's first all-in-one advisor recruiting platform.

For firms looking to add more advisors — without the traditional price tag.
One platform. One monthly fee. Zero middlemen.

Pre-loaded call list. Always current, always growing.

Purpose-built CRM. Move advisors from prospect to partner.

Adaptive intelligence. Gets sharper as you use it.

Get started for free. Cancel anytime.

AdvisorHop product overview: discovery list, recruiting CRM, and intelligence radar
Live Platform Data
—
Total Advisors
—
Research-Ready Profiles
—
Fully Enriched Profiles
25,673
Phone Numbers
52,460
Email Addresses
18,205
Advisor Bios
12,377
LinkedIn Profiles
—
Total Advisors
—
Research-Ready Profiles
—
Fully Enriched Profiles
25,673
Phone Numbers
52,460
Email Addresses
18,205
Advisor Bios
12,377
LinkedIn Profiles
What's Inside

Three tools. One platform.

Pre-loaded call list, purpose-built CRM, and adaptive intelligence — working together, one simple price, ready now and updating constantly.

Pre-loaded, enriched, and ready to search the moment you log in.

  • 158,723+ advisor profiles — thousands fully enriched with contact data, credentials, and more
  • Continuously updated — new advisors and profile enrichment
  • Filter by firm, state, years licensed, firm tenure, and more
  • Add any advisor to your pipeline list in one click
Filters
Firm
State
Contact
Years Licensed
Firm Tenure
Custody / Clearing
Search by name, firm, or credentials...
158,723 advisor profiles
Name
Firm
Location
ContactAction
TA
Thomas Anderson
CRD: 4281937
Clearwater WealthScottsdale, AZ
RS
Rebecca Sinclair
CRD: 3157204
Meridian WealthCharlotte, NC
DO
David Okafor
CRD: 5839412
Summit BridgeDenver, CO
CR
Catherine Reeves
CRD: 2764081
Lakeshore FinancialMinneapolis, MN
MP
Michael Pham
CRD: 6012748
Bluffview CapitalAustin, TX
Get Started

From new account to active pipeline in three steps.

No data to import, no CRM to configure, no contracts to sign.

Step 01

Create Your Account

Sign up takes less than five minutes. No data to import, no contracts to sign, no setup required. The pre-loaded call list and CRM are ready when you log in.

Create your account

No credit card required. Cancel anytime.

First name
Last name
you@yourfirm.com
Enter your firm name
Create a password
I agree to the Terms of Service and Privacy Policy
Create Account

Already have an account? Sign in

JT
Thomas Anderson
Clearwater Wealth Partners
Scottsdale, AZ
CFPChFCAPMA
Years licensed with SEC22
Years at current RIA6
CRD #4281937
Contact
Emailt.anderson@cwwealth.com
Phone(480) 555-0147
Websitecwwealth.com/thomas-anderson
LinkedIn—
Data Available7 of 9
Bio

A Certified Financial Planner with 22 years of experience serving as a Senior Wealth Advisor. Provides personalized financial advice focused on retirement income strategies and estate planning.

Specializations
Retirement PlanningEstate PlanningTax Strategies
Add to Pipeline
Step 02

Browse Advisor Profiles

Click the pre-loaded call list. Search and review enriched profiles — contact info, work history, bio, tenure, and more. Add any profile to your pipeline list in one click.

Step 03

Start Recruiting

Manage your pipeline with the purpose-built CRM. Qualify prospects, log calls, capture notes, set reminders, and move advisors from first contact to closed deal.

Pipeline List
Manage your active recruiting prospects and track every touchpoint.
Board
List
New Lead3
TA
T. Anderson
Clearwater
Just added
LP
L. Patel
Harbor Pine
BN
B. Nakamura
Summit Bridge
Researching4
RK
R. Kim
Clearwater
DM
D. Morales
Cedar Rock
AW
A. Warren
Summit Bridge
MP
M. Price
Lakeshore
Contacted3
KW
K. Walsh
Meridian WM
TC
T. Chen
Bluffview
NR
N. Rivera
Lakeshore
In Discussion2
DO
D. Okafor
Summit Bridge
PG
P. Garcia
Summit Bridge
Pricing

The industry's only all-in-one advisor recruiting platform.

No setup fees. No contracts. Cancel anytime.

Standard Plan
$150/month

Three tools. One platform.

No credit card required. Cancel anytime.

Team Options Available
Up to 3 seats — $250/month. Everything in Individual, plus shared pipeline and team visibility.
Coming Soon

Everything you need. Nothing you don't.

Pre-loaded call list — Thousands of advisors, searchable by firm, state, credentials, and contact availability.
Purpose-built CRM — Pipeline stages, lead qualification, activity tracking, and follow-ups built for the way recruiting works.
Adaptive intelligence — Signals, nudges, and insights that get sharper as you use the platform.
AI-enriched profiles — A continual stream of enrichment for phone numbers, emails, websites, bios, LinkedIn, and more.
Search and filter — Narrow the list to your ideal candidate in seconds.
A living platform — New advisors added continuously, profiles refreshed automatically, and intelligence that sharpens with every interaction.
See the Difference

Same goal. Very different costs.

The old playbook is expensive, fragmented, and slow. AdvisorHop replaces all of it.

Third-Party Recruiter
8% – 12%
of trailing 12-month production
Fee paid to the recruiter at placement
Highest-paying firms get priority — you wait in line
Your recruiter works a dozen desks at once
The recruiter owns sourcing, pipeline, and timing
High fee — 8-12% of advisor T12 production per placement
You need a contract, a budget, and their attention. Firms willing to pay more get the introductions first.
Data List + CRM
$9K – $16K
per year
Two tools. Two contracts. Sold separately.
Raw data, often stale — no enrichment included
Generic CRM that takes weeks to configure
No recruiting intelligence. Can’t surface who’s worth calling or why
Assembly required. You connect the pieces yourself
Two platforms, two contracts. Snapshot data you enrich yourself. Switch either tool and your workflow breaks.
AdvisorHop
$150
per month
Three tools. One platform. Cancel anytime.
Enriched call list — continually updated and refreshed
Purpose-built CRM for advisor recruiting — add prospects in one click
Adaptive intelligence and AI-generated insights included
Ready now — no setup or assembly required
Pre-loaded call list. Purpose-built CRM. Adaptive intelligence. One platform, one price.
Case Example
One advisor. $500K production. 85% payout.
Third-party recruiter
$40K–$60K
placement fee
Data list + CRM
$9K–$16K/yr
tools & licensing
AdvisorHop
$1,800/yr
full platform
The numbers change. The math doesn't.

A $500K producer at 85% payout generates $75K/year for your firm. How much of that you keep in year one depends entirely on how you recruited them.

Read the full case study
Coming soon for advisors

Advisors — something is coming for you.

We are building the other side of AdvisorHop — where advisors set the terms. Control your visibility. Explore firms on your own. Let the right opportunity find you.

List yourself with full anonymity — no one knows you’re looking
Explore firm profiles — payouts, technology, and more
Receive competing offers from multiple firms with total privacy
Search, evaluate, and message firms — all in one place

Thinking about merging, acquiring, or being acquired? We are building that too.

More options. Better opportunities. No middleman.

No spam. One email when advisor features go live.

Open to conversations
Anonymous
Coming Soon
Advisor profiles & marketplace
AdvisorHop
AdvisorHop

Pre-loaded call list. Purpose-built CRM. Adaptive intelligence.

One platform. One price. No middlemen. The recruiting playing field just got leveled. Everything you need to get started — what are you waiting for?

Have more questions?

Data sourcing, pricing, team plans, how we compare — it's all covered.