perm_data_setting
28,000,000+
Data points analyzed
people
690,000+
Financial professionals in our database
mobile_friendly
70,000+
Monthly website visitors
Trusted Advisory Firms Spotlight
Accretive Wealth Partners
PDM Investment Services
Bogart Wealth
Clear Perspectives Financial Planning
A special thank you to these Trusted firms for supporting the investor.com mission and ongoing research! Are you a Trusted fiduciary? Join these firms today.
Ratings powered by regulatory data
The investor.com Trusted badge is awarded to the advisory firms that meet strict regulatory requirements.
Inside Scoop
Unlike doctors and lawyers, not all financial professionals act as fiduciaries when providing Americans financial advice. Financial advisors have not one, but three possible regulatory classifications.
The Solution
Using over 23 million data points collected directly from the SEC and FINRA, the investor.com Trust algorithm surfaces the most important benefits and considerations Americans should know. Is your financial advisor's firm Trusted?
