Connecting FA's to Asset Management and Insurance Companies

Share A Project. Grow Your Network

Are you a

  •    Provide Better Support

  •    Manage Your Territory

  •    Grow Your Business

Are you a
Financial Advisor?

  •    Find Wholesalers

  •    Identify Best Solutions

  •    Grow Your Business


FA Guide is a free platform that connects financial advisors and financial wholesalers/service providers. Use our platform to post & discover new projects, connect with the best people/ideas in the industry, and optimize communication between FA's and wholesalers.

Post Projects

Need marketing idea for a seminar? Want to learn about a specific ETF or mutual fund? FA's, post your projects and our algorithm will connect you to wholesalers in your territory.

Select a Partner

Wholesalers will respond to project opportunities allowing FA's to select the best wholesaler to work with.

Grow your business

Connect and collaborate to find the best solutions for the client.

Benefits for Financial Advisors

Use FA Guide to grow your business and provide the best service to your clients. Oh, it's free too!

  • Discover wholesalers that cover your territory
  • Post project and let interested wholesalers reach out to you on your terms
  • Review proposals from the best wholesalers in the industry
  • Connect and provide the best solutions for your clients
Sign Up

Benefits for Wholesalers

Use FA Guide to discover new FA projects in your territory. Did we mention that our platform is free to use?

  • Join our database to get discovered by new FA’s looking for your help
  • Discover new projects posted by FA’s and take action
  • Manage your territory more effectively
  • Everybody has a capacity. Look at FA profiles to see when they want you to contact them
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Popular Wholesaler Groups

Use our powerful search tool to identify wholesalers across the country. You can search for wholesalers based on state, type, company, title, etc. Learn about the wholesalers background and connect.

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