Discover a smarter way to
attract new clients
No more "costly middlemen" for questionable leads
No more "chasing" after questionable leads
No more "selling" to survive
You deserve more, Investors deserve better.
CLAIM your profile, and let’s Grow.
“Our mission is to give every investor the tools to build and sustain trust in their financial relationships. We're redefining how investors maintain trust and transparency with their advisors, while creating significant growth opportunities for reputable, ethically-operating advisors and firms.”
Michael Fox, Chief Product Officer & COO
Get Discovered
by Investors looking for a Financial Advisor
(more than 2,000 advisor profiles viewed daily)
Create your Professional Storefront: How It Works
Establish Credibility
CLAIM your profile - This helps confirm your identity and ensures that correct FINRA and SEC data match your profile. Claimed profiles create trust with investors.
Improve Engagement
Answer 8 Investor Questions and Add your Personal Quote. This will create a more meaningful investor review of your profile and improve search ranking.
Optimize Connection
Complete Advisor Questionnaire. This is a comprehensive assessment of your professional profile and your personal interests. This will allow our algorithm to respond more accurately to search queries and improve search ranking.
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."
