After spending decades working in financial services, we witnessed tens of billions in annual investor losses due to advisor misconduct and a lack of performance.
Disheartened to see bad actors, failure to fulfill client needs, a convoluted and complex cloud of cleverly disguised intermediaries and products, we were determined to give the power back to you.
Our ethos is founded on transparency. It inspired us to create a simple, fast, and intuitive service.
Our goal is to elevate the Wealth Management Industry and bring clarity and insight to every investor.
Our Mission is ...
to protect and empower every investor on their journey to financial independence.
We treat your data like it’s yours, not ours.
AdvisorCheck was built for investors, by investors. Our goal is to help you find, compare and monitor the advisor or team, that best fulfills your needs. We can help you through every part of your journey whether you are early in the research phase, currently considering switching advisors, or already in a long-established relationship and simply wish to add an extra layer of accountability. AdvisorCheck will help you assess your options by providing unbiased, comprehensive data on advisors and their respective institutions.
We are not a lead-generation platform for the financial industry. You are never for sale.
Unlike other websites, we do not receive back-end affiliation fees nor referrals for providing our services. We are not a financial institution, nor are we affiliated with one. No aggressive and persistent follow up sales calls or annoying emails. We are “conflict-free” with the sole purpose of helping every investor achieve greater transparency and increase their financial literacy.
Chief Operating Officer
Chief Development Officer
Sr. Software Architect
Director of Marketing
Sr. Backend Engineer
Robert Patrick Lewis
We're uplifting both sides of the financial services industry, from clients to advisors through financial literacy, transparency through data and empowerment.
СHALLENGE CONVENTIONWe aim to build confidence in the Wealth Management industry
DRIVE ACCOUNTABILITYEverything that is measured and monitored always improves
BE AUTHENTICWe always uphold our integrity and our true selves
BE KINDThe world has enough challenges – let’s be nice to each other