Built for IBDs, RIAs, and Branch Offices

Find, track, and recruitfinancial advisors.

AdvisorHop provides a pre-loaded financial-advisor call list, a purpose-built CRM, and recruiting intelligence — all in one, integrated platform.

Free during beta.

What's Inside

Three tools. One platform.

Everything an independent recruiting firm needs to find, track, and recruit financial advisors — in one place.

Pre-Loaded Call List

Log in. The list is already there.

Your call list is pre-loaded, enriched, and ready to search the moment you log in.

  • Thousands of fully enriched advisor profiles with contact information and practice details
  • Filter by firm, location, custodian/clearing, firm tenure, and more
  • Add any advisor to your pipeline in one click
Pre-Loaded Call List

Log in. The list is already there.

Your call list is pre-loaded, enriched, and ready to search the moment you log in.

  • Thousands of fully enriched advisor profiles with contact information and practice details
  • Filter by firm, location, custodian/clearing, firm tenure, and more
  • Add any advisor to your pipeline in one click
Who we serve

Built for firms doing advisor recruiting themselves.

An all-in-one recruiting platform for RIAs, hybrid RIAs, IBDs, OSJs, and branch offices building their own advisor pipeline.

We built AdvisorHop so any firm can own advisor recruiting itself — without recruiter fees, stitched-together tools, or starting every search from zero.

Growth opportunities shouldn't be gated by the size of your recruiting budget.

Get Started

From new account to active pipeline in three steps.

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

Step 1

Get Early Access

Request early access for your firm — we're currently in beta. No contracts to sign, no data to import — the pre-loaded call list and CRM are ready when you log in.

Create your account

No credit card required. Cancel anytime.

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TA
Thomas Anderson
MetaCortex Financial
Capital City, CC
CFPSeries 65
Years licensed27
Years at current RIA9
CRD #99303303
Contact
Emailt.anderson@metacortex-fin.com
Phone(555) 010-1999
Websitemetacortex-fin.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 2

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 in one click.

Step 3

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.

CRM
Manage your active recruiting prospects and track every touchpoint.
Board
List
Researching3
TA
T. Anderson
MetaCortex
Just added
LP
L. Patel
Harbor Pine
BN
B. Nakamura
Summit Bridge
Contacted4
RK
R. Kim
Clearwater
DM
D. Morales
Cedar Rock
AW
A. Warren
Summit Bridge
MP
M. Price
Lakeshore
Interested3
KW
K. Walsh
Meridian WM
TC
T. Chen
Bluffview
NR
N. Rivera
Lakeshore
In Process2
DO
D. Okafor
Summit Bridge
PG
P. Garcia
Summit Bridge
Pricing

The all-in-one platform
built specifically for advisor recruiting.

No setup fees. No contracts. Cancel anytime.

Free during beta
Standard Plan
$0$199/month

One platform. One monthly fee. Zero middlemen.

Pre-Loaded Call List
Purpose-Built CRM
Recruiting Intelligence

Free while we’re in beta — then $199/month. No card required.

Team Options Available
Up to 5 seats. Everything in Standard Plan, plus shared pipeline and team visibility.
Coming Soon
What You Get

One subscription — an entire recruiting infrastructure.

Source Direct

Search a pre-loaded advisor list, no middleman.

Claim Prospects

Move any advisor into your pipeline in one click.

Reach Directly

Phone and email on the profile, ready when you are.

Weigh Fit

Capture AUM, production, and payout as you go.

Manage Pipeline

Log every call and note, including scheduling reminders.

Stay Ahead

Track advisor movement and catch market signals.

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
/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.
Free during beta
AdvisorHop
$199
/month
Three tools. One platform.
Enriched call list — continually updated and refreshed
Purpose-built CRM for advisor recruiting — add prospects in one click
Recruiting intelligence and insights that surface who to call next
Ready now — no setup or assembly required
Pre-loaded call list. Purpose-built CRM. Recruiting intelligence. One platform, one price.
AdvisorHop
AdvisorHop
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We're just getting started — our multi-phase roadmap is robust. Product updates and early-access news, straight to your inbox.

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Have more questions?

How AdvisorHop works, what it costs, and why it's different.