Stay Informed.
Always.
Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.
What We Track
AdvisorCheck's monitoring tool keeps you informed about crucial changes in your financial advisor's status. From job changes to licensing updates, we ensure you have the latest information at your fingertips.
New Jobs or Firm Affiliations
Licensing or State Registration Changes
Any Regulatory Disclosures
Updated Contact Information
Advisor Insights Right In Your Dashboard
Simply visit the Monitored Advisors tab in your Member Dashboard, then click the exclamation point on any advisor to see their monitoring timeline.
Full Timeline View
Get the full picture by seeing an advisor's data changes on an easy-to-understand timeline.
Plain-Language Summaries
We use a custom AI to summarize regulatory updates on your monitored advisors.
How To Start Monitoring
Getting started is as easy as 1-2-3Log In
No account? No problem. Advisor Monitoring is free for all AdvisorCheck users.
Monitor an Advisor
Simply click the 'Monitor' button on an Advisor search result or profile page.
See My Monitored AdvisorsHow The Data Flows
A Change Is Reported
We Detect The Change
Instant Dashboard Update
Monthly Monitoring Alert Email
Advanced Monitoring 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
Ensure you always have the latest in your inbox with monitoring emails including Advisor and Firm Data sent every two weeks, instead of just once a month.
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.
