Simplify your search for the right financial advisor.

Simplify your search for the right financial advisor.

Simplify your search for the right financial advisor.

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How It Works

We believe great financial advice should be available to everyone. So we designed our advisor matching system to create more meaningful connections in less time.

In just a few minutes, you can complete the form and Datalign's AI-enhanced platform will filter advisory firms for you, based on your financial goals and preferences. We match you with one firm in our network that is best suited to meet your personal financial needs.

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Define what matters to you

Complete our questionnaire to share your current finances, future goals, and preferences with an advisor.

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Discover your match

We connect you with the top advisory firm that aligns with your needs within our selective network.

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Decide what’s right for you

Based on your preferred method of contact, your matched financial advisor will arrange a free, no-strings-attached conversation. Then you determine if they're a good fit for you without any pressure or commitment.

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Your money. On your terms.

Finding the right advisor is a deeply personal decision. You shouldn’t have to sift through endless advisor websites and phone calls to find the right fit.

We’ve redesigned the process to be simple and efficient for you. 

Our platform captures a comprehensive view of your financial goals, personal profile, and preferences that drive the match to a single, suitable advisory firm in our network. Our selective network consists of industry-leading advisory firms1  that have the breadth of services and expertise to meet your needs.

Why choose Datalign

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Simple and fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re matched with one firm aligned to your needs.

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Access to our vetted network

We partner with leading advisory firms nationwide bringing expertise ranging from retirement planning to tax strategies and estate planning. We’ve pre-screened them by checking their disclosures and discipline history.

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You’re in control

We provide a curated recommendation and protect your privacy. We’ll display your match and give you the option to have them reach out to set up a call. We won’t share your information with any other advisory firms.

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Free for you

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

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The importance of finding the right financial advisor

While results will vary based on your financial situation, research from Vanguard2 and Envestnet3 suggests that financial advisor can add an average of 3% annually to net returns (meaning a 3% improvement in net returns after factoring in fees).

This improvement in performance translates to more peace of mind; investors with a financial advisor report being more than twice as likely as those without one to be very confident in their investment strategy.

1As of Feb 2024, 86% of RIAs on the Datalign platform are on the 2023 Barron’s Top 100 RIA list, which ranks firms based on assets, revenue and quality of practice. Learn more about the Barron’s Top Advisors methodology here.

2 Vanguard (Aug. 2022), Putting a Value on Value

3 Envestnet, Inc. and The Center for Generational Kinetics (July 2022), The Intelligent Financial Life™ National Study

The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the links enclosed in the references to see the methodologies employed in the referenced whitepapers.

In the market for an advisor?