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Independent experts. Personalized approach. Privacy protection.

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A personalized approach to finding the best firm to manage your wealth:

1. Together, in a private, virtual meeting with’s head of research, Jessica Hoelscher, you will complete our 20-point questionnaire, establishing your personalized client profile.

2. Our data team, utilizing our proprietary Trust Algorithm, will then analyze your criteria to narrow down more than 17,000 possible advisory firms to 10.

3. From there,’s team will personally reach out to all 10 targeted firms on your behalf (privacy protected), requesting additional information including pricing, options, and offered services.

4. After collecting all responses, we will decide on the 3 finalists that best fit your client profile.

5. In a follow-up meeting, Jessica will present our findings to you and our team will assist in coordinating introductory meetings with the firms you choose.

Additional services: can also assist with consultation meetings, negotiating management fees on your behalf, and reviewing final proposals (additional fees apply).

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Only 8 reservations remain in August.

About Jessica Hoelscher

An industry veteran, Jessica entered the financial industry at just 20 years old and previously held her Series 7, 66, 9, 10, 4, and 24 licenses. With a strong belief in fiduciary advice, Jessica left her licenses behind to join and fully dedicate herself to consumer advocacy.

As the Head of Research for, Jessica is responsible for all 28 million data points on the site. Having read thousands of regulatory filings, Jessica created the Trust Algorithm, which uses regulatory data from the SEC and FINRA to rate advisory firms and identify the right questions to ask financial advisors.

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.