AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
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We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Empowering Your Financial Journey: Find, Evaluate, and Monitor Advisors with Confidence

At AdvisorCheck, our mission is to empower you in your financial journey. We provide essential tools and transparent information to help you find, evaluate, and monitor financial advisors, ensuring you make informed decisions every step of the way.

Empowering Your Financial Journey
Find

Easily Find Your Ideal Financial Advisor

Our search engine simplifies the process of finding a financial advisor. Filter through a vast database of registered professionals across the US to find the right match for your needs.

Tailored Results

Filter by location, specialties, and more to find your perfect advisor.

Deeper Dives

Access detailed profiles of every registered advisor.

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Easily Find Your Ideal Financial Advisor
Evaluate

Evaluate Financial Advisors with Confidence

Our platform allows you to view detailed profiles of financial advisors, showcasing all their regulatory information. Advisors can also enhance their profiles to provide additional insights about their services and fees.

Transparent Profiles

Access essential regulatory data to make informed decisions.

Empowered Choices

Advisors can claim profiles to provide more personalized information.

Evaluate Financial Advisors with Confidence

Take Control of Your Journey

Sign up today to empower yourself in choosing the right financial advisor for your needs.

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Take Control of Your Journey
Monitor

Stay Informed: Monitor Your Advisor Effortlessly

With AdvisorCheck, you can easily monitor financial advisors and receive monthly alerts about any changes in their regulatory data, including state registrations, certifications, and employment status. This tool ensures you're never caught off guard by a change in your advisor's situation.

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Stay Informed: Monitor Your Financial Advisor's Regulatory Changes Effortlessly
Premium

Advanced Tools with AdvisorCheck Premium

Advisor Firm Monitoring

Your Financial Advisor is just a part of the picture; the overall health and stability of their firm is just as important for your financial well-being.

More Frequent Alerts

Firm Stability Insights

AdvisorCheck Premium members get alerts and historical data for important Firm Stability Indicators like Assets Under Management, Advisor Headcount, Regulatory Disclosures, and more.

More Frequent Alerts

Ensure you always have the latest in your inbox with monitoring emails including Advisor and Firm Insights sent every two weeks, instead of just once a month.

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AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
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