WorthNet

Find Your Adviser » ×

Partner with WorthNet

Interested in Partnering with WorthNet?

The Qualities That Define Our Advisers

What Makes an Adviser “WorthNet-Worthy?”

Over the past 40 years, we’ve built relationships with respected professionals in the financial markets. And we’ve identified a small group of advisers who we believe stand out for their experience, professionalism, and commitment to client-focused service. We chose them because they are knowledgeable specialists in portfolio construction, income-elevating tax management, and client service. They are the advisers we’ve invited to join us here at WorthNet – the ones we deem have distinguished themselves as “WorthNet-Worthy.”

WorthNet brings specialized, “boutique” advisory firms together in one place.

Recognized in Their Field

Each with decades of experience, our partner advisers are recognized professionals known for their results and commitment to client success.

Passion for Their Craft

Driven by a genuine passion for helping clients succeed, our partner advisers prioritize service over self-promotion.

Greater Independence

Free from many of the constraints that often arise with larger financial services or business advisory institutions, our partner advisers will typically have more flexibility to offer independent, client-focused financial guidance.

Holistic Financial Approach

Taking a comprehensive view of your finances, our partner advisers address everything from portfolio strategies to tax efficiency and estate planning to align with your goals.

Partner with WorthNet

If you are an experienced investment professional who shares our commitment to client-first service and is looking to join our adviser network, we'd love to hear more about you.

Use the form below to tell us about your background and approach.

If you’re an investor looking for a financial adviser, click here.

In what area of financial services do you specialize, and what sets your approach apart?

Ready to Find a Financial Adviser Tailored to You?

Let’s Get Started.

We partner exclusively with seasoned professionals, so you’ll never have to worry about being matched with a shop still learning the ropes. Our network of advisers are licensed and registered specialists, all with a passion for their area of financial strategy and management. For each client, we strive to connect you, through our automated algorithm, with the partner adviser best matched with your goals.

Find Your Adviser »
Already Have a Preferred WorthNet Adviser?

It's Easy:

  1. 1
    Answer a Few Questions

    Share some basic information about your goals, challenges, and priorities so we can help you find an adviser well-suited to your needs. If we don’t have one that fits, we’ll tell you that, too.

  2. 2
    Review Your Matched Adviser

    We’ll introduce you to your carefully selected, pre-vetted partner. Learn more about them and get ready for your first conversation.

  3. 3
    Schedule Your Intro Call

    Your matched adviser will reach out to schedule a complimentary introductory call. During this session, you'll build on your shared information, discuss your goals in more detail, ask questions, and explore how they can support your financial journey. It’s a simple, no-obligation way to take the next step toward your financial future.

Holding Ourselves to the Highest Standard

As a registered investment adviser, WorthNet has a fiduciary duty to you. We work diligently to build a trusted adviser network – not an advertising platform that sells your information to the highest bidder. We are held to stringent and important regulatory standards, much like the advisers we recommend.