How it Works

A better way to recruit financial advisors.

AdvisorHop gives independent firms the tools to recruit with confidence.
Find the right advisors, manage every conversation, and build a pipeline that moves.

The Engine Behind the List

Profiles that keep getting richer — not a static database.

AdvisorHop's proprietary AI-powered technology brings together advisors across the industry, then builds each profile layer by layer — contact information, professional bios, credentials, and practice information — continuously, at scale, across the entire platform.

The result is a call list that gets richer every day. Not a static file — a living dataset that evolves as advisors and firms change.

Advisor Discovery
Our proprietary AI-powered technology keeps the list growing across the industry — with an emphasis on the independent segment.
Data Sources
Publicly available sources and third-party vendors feed the platform.
AI Enrichment
AI-powered technology builds out each profile — contact details, bios, credentials, and more.
Refresh
Profiles are continuously refreshed, so they stay current as advisors and firms change.
The Pre-Loaded Call List

Search, filter, and find the advisors you want to talk to.

The Discovery List comes preloaded with 370,000+ advisor profiles from independent BDs, RIAs, and hybrid firms across the country, with more added all the time. Profiles carry credentials, firm affiliation, and, where available, a direct phone number and current contact details — so you know who to call before you pick up the phone.

Filter by firm, location, custodian, tenure
Add any advisor to your pipeline in one click
Direct dials and details, where available
Enriched profiles: bios and credentials
GUIDED DEMO

See AdvisorHop in action.

A live walkthrough of the call list, the CRM and Recruiting Intelligence.

The Purpose-Built CRM

Move advisors from prospect to placed — you control the pipeline.

Every note, call, and stage change is timestamped and searchable — nothing lives in your head or a sticky note. When an advisor you talked to in Q1 calls back in Q3, you'll know exactly where you left off.

Pipeline stages built for advisor recruiting
A timestamped timeline on every advisor
Quick-click updates and typed notes as you go
Follow-up reminders that keep deals moving
Recruiting Intelligence

Track the market's moves. Measure your own.

AdvisorHop tracks advisor moves detected across the market and the firms gaining and losing them, then turns your own pipeline into numbers from find to close.

Advisor moves detected, with every update
Firm & segment changes, by firm size
Recruiting news, reviewed every week
Your own numbers: find, reach, advance, close
PRODUCT DEMO

Want to see a demo?

Request a demo and we'll send you more information.

The Recruiting Playbook

What can AdvisorHop do for you?

A pre-loaded call list, a purpose-built CRM, and recruiting intelligence — one platform, five ways to put it to work.

However you recruit, we can help.

Read the guide
Start from the list
Start with a ready call list
Pre-loaded, enriched advisor profiles — review one, add it to your pipeline in one click.
Follow the moves
Work advisors in motion.
See advisor moves detected and the firms gaining and losing them. Open any firm's page in one click.
Know your numbers
Track your own recruiting
Your Firm shows find, reach, advance and close, plus a few suggestions worth trying this week.
Manual add
Add your own advisors
Sourced a lead elsewhere? Enter them manually — name or CRD — so every lead lives in one pipeline.
Request research
Research the right firms
Want a firm added or built out? Request it, and our research engine goes to work.

Questions? Talk to a human.

We'll walk you through the platform and answer anything.