The only consumer first platform for finding, evaluating, and monitoring financial advisors
Find
Find your ideal advisor using
our search tools
Evaluate
See all the facts and compare
advisor profiles
Monitor
Monitor advisors to keep track of
any regulatory changes
AdvisorCheck redefines the way you
connect with advisors
Builds trust
with transparent, honest,
and unbiased data
Removes costly intermediaries,
making advice affordable and
accessible for all
Eliminates the "sales pressure"
Engage with advisors when
you're ready
Empowers you
with tools and resources to drive
confidence in your decisions
Why a trustworthy financial advisor matters
$350b
a year1
That's how much money is lost each year due to financial mismanagement from not having a financial advisor.
3%+ more
in returns2
A good financial advisor can increase your returns by 3% or more per year, which could equate to millions.
100% more support
The right financial advisor for you is an expert dedicated to your future. You deserve to have that person on your team.
Reviews that speak volumes
"I trusted my advisor from the start, but only after meeting many others. Running an AC Profile+ report reassured me of his reputation and made me even more confident with him and his team."
"I used AdvisorCheck for a fast and easy background check on an advisor, which was very helpful in validating our decision. It’s a tool everyone should use."
"Before AdvisorCheck, checking regulatory sites was complex and time-consuming. Now, essential information is just a click away, making it easy to find trustworthy advisors."
"After 30 years, I finally ran a background check on my advisor using AdvisorCheck. The AC Profile+ report gave me great peace of mind and the information was eye opening."
What you get with AdvisorCheck
Advisor Research Made Easy
Our comprehensive search tools allow extensive filtering to help you find the right advisor for you.
Accurate and Reliable Results
We reference millions of datapoints, from FINRA BrokerCheck, Investment Adviser Public Disclosure (IAPD), and more, to give you a comprehensive look at your advisor.
Active, Ongoing Monitoring
Never be surprised by a change in your advisor's regulatory status with our constantly-updating data.
Unbiased Advisor Insights
We don't just provide facts and data; we help you understand what matters and what it all means.
A Trusted Guide
The world of Financial Advisorship is complex. Our tools are built to help you navigate it.
Security and Confidence
Your finances are your future. Our tools and insights allow you to feel good about your financial advisor decisions.
1 - According to a 2021 NFEC survey, financial mismanagement costs Americans an average of $1,389 annually per person. Applied to all 254 million U.S. adults, this amounts to over $352 billion in 2021.
2 - Source: Quantifying the Evolution of Advice and its Value to Investors, Vanguard, August 2022. The article or returns mentioned in the study do not reflect or serve as a sign of any returns achieved by advisors on AdvisorCheck.
