SmartAssetReviews of smartasset.com

I am an independent advisor and CFP in Tampa and I love this program. I started it November 2025 and today I have closed 4 clients around 1.3 million AUM getting back my annual subscription fee back plus 2x more so I am in green with 9 months still left. I will say this, you have to go through a lot of leads to find one. Their data on conversion rates are accurate. But if you put the work in, this definitely works.

It's refreshing when a company does what they say they are going to do! Using Smart Asset, we have connected with a long list of individuals and families that needed retirement planning and investment management expertise. I would recommend the platform to any advisor trying to grow their book of business!

Gives totally untrustworthy advice. Do not give them your personal info. because they will hound you relentlessly if you do. I think they partner with Fisher Investments, which is the worst investment management firm ever.

SmartAsset is by far the best, most consistent resource for high quality leads and client acquisition. It outperforms by far other marketing efforts we’ve tried. We’ve built over 70% of our business using the SA program. For every $1 we spend we make $2.25 - net the cost of the program.

Smart Asset is a great service for us as an advisory firm. They provide access to quality leads at reasonable pricing which allows us to expand our book of business with ease. I would recommend them over their market competition as their lead quality, support and communication are superior.

Very unhappy with the service we have received from Smart Asset. We requested that our targeting area be limited to two cities in Southeastern Nevada in July, yet we still received leads (more than 50%) from Northern Nevada and parts of Northern Utah, way outside of our service area. They provide little to no help when there are technical issues. To top it all off, the quality of the leads is just terrible.

Just another clickbait link to steal your information on a advisement on the internet. Anything that wants you to provide survey answer is sus.

3 reasons to stay away: 1) The one national firm that all advisors detest, yes, they sell the leads to that one, and that firm will distribute them to all advisors. I have had leads tell me that they would receive at least 2 calls a day from different people at that firm. Leads were frustrated by the time I was in contact (within 2 days if they answered). 2) They say they vet the leads... No. Sometimes there are bad phone numbers and email addresses, and others say, "I never filled anything out." 3) I had to pay for recycled leads. If someone fills out a form and then fills it out again after 90 days, yes, you get to pay for that lead again. I will never do business with them again.