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perm_data_setting 500,000+ Data points analyzed
account_balance 16,000+ Financial firms in our database
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Trusted Advisory Firms Spotlight



Blankinship & Foster


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Wallace Hart Capital Management


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City Center Advisors


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Winans Investments


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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.

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The Solution

Using over 500,000 data points collected directly from the SEC, the investor.com Trust algorithm surfaces the right questions Americans should ask their financial advisor.





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InvestmentNews: Fiduciary advocate launches website to identify ‘trusted’ advisers

ThinkAdvisor: Are You a 5-Star Advisor?

Kitces.com: investor.com Rolls Out New “Trusted Advisor” Service For Consumers To Find An Advisor

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