WiserAdvisor is America's oldest and largest independent network of prescreened financial advisors. We make it easy and convenient for individuals to find and connect with qualified financial advisors in their local area.
Written by the business, not verified by us.WiserAdvisor (www.wiseradvisor.com) has a 4.1 out of 5 rating on OK.one, based on 101 user reviews collected here. It is listed under Money & Insurance and its reputation is good. 78% of reviews are 4 stars or higher and 9% are 1 star; The business has replied to 24% of negative reviews; 10 of them were added in the last 12 months. Last updated 2026-09-07.
Several advisors reached out. I spoke with 3, met with one, whom I decided to go with. The company is local, Vintage Wealth Advisors in Napa, CA. A local company was important to me. A friend is also affiliated with this company and is also very happy with them. Grant Smith is the person who reached out to me. I like him; I have confidence that he knows what he is doing. He communicates well with me. I have every reason to believe he will grow my money.
Very effective and time-efficient service
You provided some reasonable recommendations; we interviewed the top one; his approach is not appropriate for us. The second one is associated with a group that we had a negative experience with before; the third one, we did not interview. We have decided to work with another group that was recommended by a friend. Thanks for your efforts in trying to help us. Linda Edwards.
The firm, Allworth Financial, was responsive, arranged for a face-to-face meeting at their office near me and the advisor, Blake Davelaar, was knowledgeable, well spoken and listened to our needs.
The three advisors that contacted me were all quality referrals; we picked one of the three to become our advisor...the one in second place was very close in our estimation
I received three legitimate companies to interview and ultimately chose one. Good resource!
The recommendations I received from WiseAdvisor helped me chose a MUCH better financial advisor to handle my IRA.
WiserAdviser proposed 3 financial adviser (companies). I liked the first one I investigated sufficiently well that I did not bother the other two companies by contacting them. They provided contact information to make it easy for me to contact them, but the system used by WiserAdviser kept my contacts with the companies from becoming a nuisance either to them or to me. It was a very useful, easy system to use.
It was a great way to kick-start our search for financial help. Quick, convenient, professional.
Shortly after submitting my information I was contacted by three qualified financial planners. Great experience!
Help custiva you young of going to the payment version from la Verne.
I didn't realize I was going to be deluged with cold calls from investment firms after using WiserAdviser. Never again.
It seemed nice at first. . . three carefully chosen matches to my needs. So why did they sell my information to several other, very aggressive, I mean VERY AGGRESSIVE firms? I suspect one of the original three would have been great, but all of the others became a major nuisance. I went elsewhere.
Hi Terry, we are extremely sorry for the terrible experience you went through. We only match to 3 advisors and do not sell information to others. We are as disappointed as you are to hear this. A customer service personnel with be calling you to understand your experience. We would appreciate if you could provide her with the details of the additional calls so that we can get to the bottom of this. Once again we do apologize for any inconvenience and would appreciate you helping us so that other consumers do not face the same issue.
Helped me find a perfect fiduciary, much appreciated.
I requested advisors from my zip code in the Houston area but I was contacted by advisors in California and Maryland so I was unable to use their services.
I was able to connect with 3 Advisors recommended to me. Two of the firms were what I was looking for and I selected based on location. Very happy with the service.
I was contacted by 3 advisors through your website. Two were very promising. One was more expensive than i was willing to spend. We did end up going with one of the other 2, not necessarily the lowest fee, but the one we were most comfortable with.
Gave me some very good options to consider. Have narrowed it down to two and expect to make a decision in the next few weeks.
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