44 Trending Financial Advisor Businesses [2024]
Looking for some examples of a financial advisor business?
Interested in case studies of a successful financial advisor business? Check out our full list of success stories.
1. I Will Teach You to Be Rich
Bestselling author, Ramit Sethi, featured in ABC News, CNN, and the WSJ, has taught thousands to manage their personal finances and how to become rich.
Where they're located: New York, New York, United States
2. The College Investor
The College Investor helps millennials get out of student loan debt to start investing, building passive income, and wealth for the future.
How much they make:
Where they're located: El Cajon, CA, USA
Current team size: 2
Learn more about starting a financial advisor business:
Where to start?
-> How much does it cost to start a financial advisor business?
-> Pros and cons of a financial advisor business
Need inspiration?
-> Other financial advisor business success stories
-> Marketing ideas for a financial advisor business
Other resources
4. Well Kept Wallet
Learn how to make money, save money, pay off debt and invest so that you can achieve your goals with Well Kept Wallet.
How much they make:
Where they're located: Phoenix, AZ, USA
Current team size: 5
5. The Financial Diet
How much they make:
Website traffic: 660K/month
6. Beyond
Write your will online, apply for probate or arrange a meaningful funeral.
7. Journey To Launch
Launching to Financial Independence & Helping Others Along The Way
How much they make:
Where they're located: New York, NY, USA
8. Saen Higgins
Where they're located: Roseville, CA, USA
9. Home
10. Candor Advisors
Where they're located: San Diego, CA, USA
Current team size: 1
12. Humphrey
Welcome back to Instagram. Sign in to check out what your friends, family & interests have been capturing & sharing around the world.
How much they make:
Where they're located: San Francisco, CA, USA
13. The Broke Generation
Where they're located: Melbourne VIC, Australia
14. Financial Samurai
Slicing Through Money's Mysteries
How much they make: $360K/year
Where they're located: San Francisco, CA, USA
Current team size: 0
Financial Samurai founder, Sam Dogen, shares how he turned his cathartic writing hobby into a personal finance site that generates over $10K a month in passive advertising revenue and has over 1 million organic visitors a month, as well as his tips on starting and growing a business, and diversifying clientele.
15. Millennial Money
Next Level Personal Finance
Website traffic: 690K/month
16. FE International
Our experienced website brokers offer a highly personalised service and access to a large network of investors looking to buy and sell successful websites.
Where they're located: Aurora, Colorado, USA
17. Making Sense of Cents
Welcome to Making Sense of Cents. Here we talk about personal finance, paying off student loans quickly, how to reach financial independence, money tips, and much more.
How much they make: $900K/year
Where they're located: Living on a Sailboat
How much did it cost to start: $100
Current team size: 1
Website traffic: 210K/month
Michelle Schroeder-Gardner earns $100,000 a month from Making Sense of Cents, a personal finance and lifestyle blog where she writes informative and fun articles about financial freedom and her life on the road, thanks to a diversified traffic approach and monetization strategies, such as affiliate marketing, sponsored partnerships, and course sales.
18. KPMG
KPMG is a global network of professional firms providing Audit, Tax and Advisory services.
Website traffic: 620K/month
19. Good Financial Cents®
Website traffic: 570K/month
20. Personal Finance Club
Website traffic: 80K/month
21. EconoMe Conference
Provocative Speakers Exploring a New American Dream
22. Wall St Rank
A daily ranking of positively rated stocks by top research firms. Save time on research - tap into insights from the smart money on Wall Street.
23. Sean Castrina
Welcome to Sean Castrina's website. I’m a serial entrepreneur with the mission of encouraging entrepreneurs for success through a wide variety of resources.
24. FirstLine Financial
25. Lakisha Simmons
Learn how to reach financial independence and retire early. Let's create your Financial Freedom Plan: how to budget, payoff debt, invest in your 401k, invest in the stock market.
26. HLC Insurance Broker
We provide holistic insurance planning by understanding your life and business. We don't just stick you in a policy.
27. Marcus Horton Credit Mentor
UWE - United Wealth Education
28. Arcus Financial Intelligence
Making payments possible for everyone. Somos la compañía B2B que está detrás de las soluciones de pagos dentro de muchas de las apps que usas hoy.
29. Plain English Finance
Plain English Finance's proven investment method, "owning the world", explains why and how to invest for your future using ISA & SIPP allowances.
30. CPD Advisors
31. Baddies&Budgets
Baddies and Budgets is home to the viral Tik Tok budget binder. We offer custom budget binders designed to make it easy for you to start saving your money. You will learn how to start a budget, what are sinking funds, and how to cash stuff envelopes.
How much they make:
32. Theseus Capital
33. Pretty Arrow
How much they make: $125K/year
How much did it cost to start: $10
Current team size: 1
Founder Emily McDermott turned her passion for budgeting into a successful personal finance brand, Pretty Arrow, which sells customizable budget spreadsheets that have brought in over 29,000 sales since 2021, with much of the business coming from Etsy, email marketing, and Facebook ads.
34. Her First 100k
A money and career platform for gen-z & millennial women, Her First $100K gives women resources and money tools to get their first six-figures earned, saved, or invested.
35. Travis King
Proven methods for profitable land investments. We’ve updated the old-fashioned approach to land investing with effective, modern tools and techniques that are accessible to anyone willing to learn.
36. CFOAF
How much they make: $1.2M/year
Where they're located: Phoenix, AZ, USA
How much did it cost to start: $50K
Current team size: 5
CFOAF, founded by Byron Wolfe, quickly reached $1M in accrued revenue in its first year by offering top-notch CFO services to small to midcap companies, specializing in managing high-level financial decisions, minimizing tax burdens, and providing business growth knowledge across various industries.
37. Money Coach University
Where they're located: New York, NY, USA
38. Diversity
39. Out and Beyond
Out and Beyond is for anyone who wants to learn how to make and save extra money, achieve financial independence and live life on their terms.
40. Financially Intentional
41. Dawn Dahlby
42. Econologics Financial Advisors
You deserve a financial planning system designed specifically for you and your practice. We guide healthcare practice owners toward financial freedom.
43. Collective
Collective offers financial solutions designed for self-employed business owners – company formation, tax, accounting & bookkeeping.
44. The Generalist
The Generalist helps you understand how technology is changing the world. Join our community of over 60,000 entrepreneurs, investors, and operators in receiving weekly briefings, designed to help you think better, and capitalize on change.
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
- 4,818 founder case studies
- Access to our founder directory
- Live events, courses and recordings
- 8,628 business ideas
- $1M in software savings
