SmartAsset is well-known for its precise advisor matching quiz, helping you find the right fit based on your financial situation, goals, and location. It also includes guides and calculators for topics like mortgages, taxes, retirement, banking, and investing, publishing reviews of some of the leading providers.
But even if you’ve been satisfied with the information you’ve found on SmartAsset, you might want to explore other sites to get a better feel for what’s out there. This is a wise choice no matter what kind of financial product or service you’re looking for.
With that in mind, here are some of the best SmartAsset alternatives available online today.
SmartAsset Alternatives: At a Glance
| Best For | Investment Product Coverage | Advisor Matching Tool? | Educational Resources | |
| WiserAdvisor | Advisor matching | Financial advisors | Yes | Articles, calculators |
| NerdWallet | Financial education | Financial advisors, brokerage accounts, trading platforms, IRAs | Yes | Articles, calculators |
| WalletHub | Credit building | Financial advisors | No | Articles, calculators, Q&As, original research |
| BestMoney | Self-driven research | Online stock brokers, IRA accounts, gold and silver IRAs | No | Articles, calculators |
| Finder | Cryptocurrency | Online brokers, IRA accounts, robo-advisors, cryptocurrency | No | Articles, calculators, original research |
WiserAdvisor: Best for Advisor Matching
WiserAdvisor is a solid place to start if you need a financial advisor. It helps match you with a professional at no cost to you, and it contains other resources and guides to learn more about retirement, investing, and what to look for in a financial advisor. It’s also been around for a while, having launched in 1998.
Product Coverage
WiserAdvisor isn’t much of a comparison site, as financial advisors are its main focus. However, you can narrow advisors down to those that are fee-only or fee-based, and you can view the top choices by city or state. Plus, the site publishes options for those in niche, high-achieving fields, like professional athletes and doctors.
Advisor Matching
The main feature that WiserAdvisor promotes is its advisor-matching quiz, which it claims that over 100,000 consumers have used, targeting those with portfolios of $250,000 and above.
The quiz requires you to provide several pieces of information, like when you’d like to retire, whether you’re a homeowner, whether you’re a business owner, your current household income and portfolio size, whether you currently have a financial advisor, and whether you need your advisor to be within commuting distance. Based on your inputs, you will get between one and three matches.
Educational Resources
WiserAdvisor publishes blogs on financial planning, retirement planning, education planning, investment management, estate planning, and other topics. It also has guides discussing what financial advisors do and the questions you should ask when vetting them.
Financial calculators are another specialty of WiserAdvisor, as the site has interactive tools for retirement and investment. A few examples are its calculators for retirement expenses, investment returns, Roth vs. traditional 401(k)s, and inflation.
Pros
- Strong advisor-matching tool
- Advisor options for niche professions
- Plenty of calculators
Cons
- Can’t compare other financial products
- Email required to get results
- Not for those with portfolios below $250,000
NerdWallet: Best for Financial Education
NerdWallet covers various areas of both personal and business finances, with financial advising being one of many. It’s one of the leading finance sites for broadening financial literacy and comparing providers.
Product Coverage
NerdWallet has informational resources on credit cards, bank accounts, mortgages, loans, insurance, investments, retirement accounts, financial advisors, business funding, and taxes, and this is just a selection. It publishes lists of the “best” providers for each category, including detailed ratings and reviews.
Outside of financial advising, it covers other investment-related topics like brokerage accounts, robo-advisors, trading platforms, and Roth IRAs, so it can be useful if you’d rather take a self-guided approach than hire a professional.
Advisor Matching
For those wanting to consult with a financial advisor, you can search by your ZIP code to find listings that detail the number of clients, assets under management, firm age, and compensation structure.
Then there’s the NerdWallet Advisors Match quiz, which is a personalized tool asking for details like your age, ZIP code, employment status, marital status, household income, the type of assets you own, and how much you have in investment accounts.
Educational Resources
NerdWallet publishes in-depth guides on a range of personal finance topics, like tracking credit, managing money, making money, managing debt, travel, and other subjects. They also have plenty of helpful calculators, including those for net worth, savings goals, credit card interest, compound interest, and mortgage refinancing.
Pros
- Strong educational resources
- Can compare a variety of financial products
- Good advisor-matching tool
Cons
- Name required to get matched with financial advisors
- Limited financial advising resources without completing quiz
- Potentially overwhelming site
WalletHub: Best for Credit Building
WalletHub is for all things credit: credit scores, credit cards, and paying off debt. You can register for a WalletHub account and download their app for credit monitoring and budgeting, but that’s not a requirement to use the site. And even if you’re focused on something other than credit, WalletHub can still be a useful resource for comparing financial products.
Product Coverage
You can use WalletHub to compare over 1,000 credit cards and savings accounts, though you can also use it to research car loans, home equity loans, mortgages, personal loans, and other products. Plus, it can help you find a financial advisor, insurance agent, real estate agent, or mortgage broker. WalletHub relies heavily on user reviews, but there are editorial reviews as well.
Advisor Matching
While WalletHub doesn’t have an advisor-matching quiz, it has a lengthy list of financial advisors. You can filter by location, specialty (asset management, charitable giving, tax planning, etc.), and credentials (CFP, CPA, CFA, etc.).
Educational Resources
Outside of comparison, WalletHub’s resources fall into one of three categories: answers, calculators, and articles and studies. The answers section is for Q&A, where users can ask finance-related questions and receive an answer from a member of WalletHub’s team. In the calculator category, there are several tools related to housing costs, credit cards, student loans, auto loans, personal loans, savings, and retirement, among other topics. There are articles and guides to explore, as well as WalletHub research reports.
Pros
- Can filter to find a financial advisor
- Can compare a variety of financial products
- Plenty of credit resources
Cons
- No dedicated advisor-matching quiz
- Doesn’t cover investment products
- Doesn’t cover insurance products
BestMoney: Best for Self-Driven Research
BestMoney has more in common with SmartAsset’s product comparisons than its advisor-matching features, as it doesn’t have any quiz specific to finding a financial advisor. However, it helps you evaluate a broad range of personal finance products, and you can use it to compare options if you’ve decided to manage your investments on your own.
Product Coverage
Some of the many products that BestMoney helps you compare include loans (mortgage, business, personal, car, student), insurance (car, life, pet, renters, home, travel, business), bank accounts (savings, checking, business checking), and credit cards. It lists out several choices for each category, and depending on the product, you can filter the list according to your needs. BestMoney’s editorial team also rates each option and publishes detailed reviews.
Advisor Matching
Unlike SmartAsset, BestMoney doesn’t have a dedicated tool to match you with a financial advisor. Instead of connecting you with professionals, BestMoney is better for a more self-driven approach, helping you find products on your own, such as online stock brokers, IRA accounts, and gold and silver IRAs.
Educational Resources
BestMoney has an extensive article library, discussing common topics like the difference between a bank and a credit union, how to do a credit card balance transfer, mortgage pre-approval, and cash value life insurance, among others. Specific to investments, there are articles on navigating market volatility, diversifying your portfolio, and investing in precious metals.
Plus, it has a few calculators, including those for balance transfer savings, home affordability, simple savings, and CD earnings.
Pros
- User-friendly site
- Includes a range of investment products
- Detailed editorial reviews
Cons
- No financial advisor matching tool
- Can’t use it to compare financial advisors
- No investment-related calculators
Finder: Best for Cryptocurrency
Finder falls into a similar category as BestMoney; you can use it to compare a variety of financial products, including those for investing, but financial advisors aren’t part of its repertoire. Instead, it’s more for independent research.
Product Coverage
Finder covers products under the categories of banking, investing, lending, business, credit cards, and phone plans. You can drill down and get specific with your searches, as you can look into bank accounts for children, money transfer apps, credit cards with crypto rewards, and cash advance apps, just to name some examples. Under the investing category, you can research online brokers, IRA accounts, robo-advisors, and cryptocurrency.
Finder’s team rates and reviews the products listed, with some having user reviews as well.
Advisor Matching
Finder doesn’t match you with particular financial advisors; it leans more toward self-directed comparisons. If you want to start investing on your own, you can visit the site to compare stock trading apps, brokerage accounts, day trading platforms, discount brokers, ETF brokers, international brokers, IRA accounts (including Roth and SEP), robo-advisors, crypto exchanges, crypto wallets, and crypto treasuries.
Educational Resources
If you want to brush up on your finance knowledge, Finder has detailed guides to savings accounts, startup funding, personal loans, and more. It also publishes original research, including reports on new businesses, gas prices, credit cards, car loans, and other topics. Calculators are available as well, including those for savings interest, personal loan monthly payments, debt consolidation savings, loan comparison, car loan payments, and crypto conversion.
Pros
- Covers a variety of financial products
- Covers several investment products, including crypto
- Provides plenty of product options
Cons
- No financial advisor matching tool
- Can’t use it to compare financial advisors
- Difficult to locate articles and calculators
Which Sites Are the Best SmartAsset Alternatives?
There are plenty of sites like SmartAsset that you can use to find tools for investing or connections to advisors. However, each site has its own unique quirks, and there’s seemingly no one site that can “do it all.”
If you want a site that is strictly focused on financial advising, then WiserAdvisor would be the best fit. Only WiserAdvisor, along with NerdWallet, has dedicated quizzes to match you with a financial advisor. WalletHub still lets you compare financial advisors, though, as you can filter them by location, specialty, and credentials. BestMoney and Finder don’t have these advisor-finding tools, but they are solid sites nonetheless if you want to take a more self-directed approach.