# WiserAdvisor

WiserAdvisor is an other based in Fairfax, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Fairfax, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** wiseradvisor.com
- **LinkedIn:** https://www.linkedin.com/company/wiseradvisor

## Regulatory record

- **CRD number:** 321249
- **SEC file number:** 801-125919
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321249

## About

WiserAdvisor is an independent financial advisor matching service that helps consumers connect with vetted, FINRA/SEC-registered financial advisors. It provides a free match service, an advisor directory, financial articles and blogs, and calculators. WiserAdvisor is a wholly-owned brand of Respond.com Inc., which is registered with the SEC as an investment adviser; WiserAdvisor itself does not manage investor assets or render investment advice beyond referrals.

## People

- Philippe B. Lanier — CEO

## Questions

### Who runs investment decisions at WiserAdvisor?

WiserAdvisor does not make investment decisions. It is a referral network that matches consumers with screened financial advisors, wealth managers, and RIAs. Philippe Lanier is CEO and runs the overall business, but the firm does not have a CIO or an internal investment team because it does not manage a portfolio or allocate capital.

### How does WiserAdvisor source proprietary deal flow?

The firm does not source investment deal flow in the traditional sense. It sources 'advisory flow' — individuals seeking financial planning and investment management — through digital marketing, search visibility, and consumer-facing educational content. Advisors pay for introductions to these screened prospects, which is the firm's primary business model.

### Does WiserAdvisor participate in fund commitments or only direct deals?

WiserAdvisor does not participate in fund commitments, direct deals, or co-investments. The firm generates revenue through referral fees paid by financial advisors who receive qualified client introductions. It has no disclosed investment vehicle or deployable capital pool.

### Which sectors does WiserAdvisor explicitly avoid?

The firm itself avoids all sectors as an investor. Even within its referral model, it does not appear to limit advisor specialties by sector, instead matching across retirement planning, tax strategy, estate planning, and general wealth management. There is no known negative-sector list published by the firm.

### Who operates WiserAdvisor and what is its governance structure?

Philippe Lanier is the CEO and founded the firm in 1998 (per the firm's official communications). WiserAdvisor is privately held with no disclosed outside investors or board structure in public records. Its governance is relevant primarily in how it screens the advisors it admits to its network, which includes background and disciplinary checks.

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- [DSJ Wealth Management](https://altss.com/profile/dsj-wealth-management-llc)
- [Big Sky Wealth Advisors](https://altss.com/profile/big-sky-wealth-advisors-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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