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Understanding the Details and Background About Your Financial Advisor Is Critical
How long have they worked in the industry? What kind of clients do they work with? What outside business activities do they participate in? Do they have any disclosures on their record? If so, are they civil, financial, customer disputes or are they criminal? Detailed background on your financial advisor provides an extra layer of protection and peace of mind.
How It Works
Find your current or next financial advisor
Type in your existing advisor’s name, or search for an advisor by firm, location, accreditation or type to see who best suits your needs.
Dive deep into the details
Get a report displaying profile information about both the advisor and their firm, experience, licenses, other businesses and disclosures (if any).
Save your advisor(s)
Keep tabs on your advisor, or the one’s you’re shopping around for, to stay current on their details about changes throughout your working relationship.
Pull up as many advisors as you want and compare up to three advisors, in the exact same way you would compare a car to another model, or an iPhone to a higher model, with a side by side comparison of each advisor.
Monitor your advisor
When you save your advisor(s) into your user dashboard, you will be able to monitor if there are any changes to their history each time you log into your AdvisorCheck dashboard.
Share your favorite
Found an advisor you love and you want to share their profile? Send friends, family members and colleagues your advisor's profile to help them achieve their own financial independence.
We cross reference a multitude of data points from federal, state and county levels to data within FINRA BrokerCheck, IAPD and more, to give you a comprehensive look at your advisor.
We advocate for consumer protection. We don’t take fees from firms to sell off your information. We’re not a lead generation tool. We do not operate as a Broker/Dealer, an RIA, nor a marketing firm.
Prior to Advisorchek, Information was unevenly distributed to favor the institution. We created AdvisorCheck to redistribute information into your hands, empowering you to make the most informed decisions.
AdvisorCheck data is updated 24/7, 365 days a year, to provide the most up-to-date information about your advisor.
Our dashboard was designed with you in mind. Easy to navigate, easy to use and easy to understand.
$350+ billion is lost annually through personal finance mishaps. We are committed to provide financial literacy to help increase everyone’s financial health.*