Your trusted source for researching financial advisors

Search Firm Or Advisor
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

A special thank you to these Trusted firms for supporting the mission and ongoing research! Are you a Trusted fiduciary? Join these firms today.

Ratings powered by regulatory data

The 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. Trusted Badge

The Solution

Using over 28 million data points collected directly from the SEC and FINRA, the Trust algorithm surfaces the right questions Americans should ask their financial advisor. Private Services

Concierge Fee Assessment in the News

What Americans are saying about

“I have used your site to vet several firms I am considering using for money management. The information is very helpful.” - William P.

“I appreciate the information being available in a concise, well-organized report.” - Janet L.

“I really appreciate the information that the site offers, as it helped us narrow down the wide field of options to just a couple to focus on.” - Chris R.

“I turned the information over to my current investor who was looking closely at the company for potential employment.” - Elaine M.