Trust and Verify Your Financial Advisor
The only consumer-first platform that unifies financial advisor discovery, evaluation, and ongoing trust monitoring.
Because your money deserves a guardian angel.
Advisor Monitoring: Made for People Like You
Clients Suddenly Reassigned to a New Advisor
Your trusted advisor moved firms? Instantly see your new advisor's background and red flags before making your next financial decision.
AdvisorCheck Reimagines How Investors and Advisors Interact
A modern marketplace built on trust, transparency, and accountability. We unify SEC, FINRA, and court filings into a single-truth platform that delivers verified transparency, actionable intelligence, and continuous oversight.
Verified Transparency
Reconciled data from credible sources including SEC, FINRA, and court records
Plain Language Reporting
LLM-powered plain language summaries demistify financial terms for laypeople
No Hidden Scandals
AdvisorCheck leaves no stone unturned and finds even expunged misconduct records
Why a Trustworthy Financial Advisor Matters
Investors lose annually to financial mismanagement from not working with a financial advisor.
According to one study, prior offenders are five times more likely to engage in new misconduct.
Clients with transparent advisor relationships report higher satisfaction and better long-term financial outcomes.
Trust Isn't a One-Time Decision. It's an Ongoing Practice
Advisors and firms change over time. AdvisorCheck keeps you informed so you always have true peace of mind.
Advisors and firms evolve — stay informed
Track changes in certifications, locations, and business practices
Transparency builds stronger relationships
Open communication creates trust between advisors and clients
Verified data from FINRA and SEC
Direct integration with official regulatory data
You're in control. No Sales Pressure.
You initiate contact with advisors when you're ready. Not the other way around
Proactive alerts when updates occur
Get notified right in your inbox when important changes happen
Easily compare financial advisors
Get a side-by-side comparison of up to three financial advisors' data
Evaluate and Monitor What Matters
We track both positive and negative trust signals, so you always see the full picture of your financial advisor and their firm.
Positive Signals
New certifications earned
Improved client ratio
Stable employment history
Clean regulatory record
Assets Under Management (AUM) growth
Warning Signs
Unreported settlements
High advisor churn rate
Regulatory action
Client complaints
Licenses suspended or expired
One Platform. Two Audiences. Aligned by Trust.
For Consumer Investors
Evaluate, compare, and monitor advisors in one place
Comprehensive profiles with verified data
Turn complexity into clarity with clean data
Simplified insights from complex regulatory information
Stay protected through continuous updates and alerts
Ongoing monitoring keeps you informed of important changes
For Financial Advisors
Claim your profile and engage directly
Verify your credentials and field questions directly
Showcase verified transparency to stand out
Verified advisors come up first in searches
Trust maintenance tools for thriving client relationships
AdvisorCheck makes it easy to delight your clients longterm
Built for Transparency and Trust
AdvisorCheck doesn't sell leads or play favorites. Our mission is to give both investors and advisors a fair, transparent system for engagement. No hidden agendas, no pay-to-play rankings.
Verified Data
Information sourced from official regulatory databases
Proactive Alerts
Regular alerts so you know when important changes occur
Transparency
Open methodology and clear data sourcing
Consumer-First
Built for investors, not lead generation
No lead selling
No paid rankings
No hidden fees
Pure transparency
You're in Control
No sales calls. No hidden agendas. No paid placements. You decide who to evaluate, when, and how.
Your Choice
Decide which advisors to monitor and evaluate
Your Timeline
You initiate all contact with advisors. No unsolicited sales outreach
Your Privacy
Your data and preferences are never shared without your consent
Your Communication
Ask advisors questions directly through our secure platform
Your Scheduling
Request meetings with advisors at your convenience
No credit card required • Free forever for Essential features
1 - According to a 2024 NFEC survey, financial mismanagement costs Americans an average of $1,015 annually per person. Applied to approximately 240 million U.S. adults, this amounts to over $243 billion in 2024.
