Where Advice Ought to Live.
You can look up a restaurant’s health score in seconds. The person managing your savings? That’s been harder than it should be. We’re building the place that changes that.
The full site opens here soon. Everything you use today is still at AdvisorCheck.com.
Four commitments we built everything else on.
Consumer-first
Built for the person asking the question, not the person selling the answer.
Transparency
The record, in full. Nothing kept behind a sales call or a paywall you didn’t expect.
Intelligibility
Regulatory filings, translated into plain language you can actually act on.
Accountability
Advice should leave a record. We hold advisors, and ourselves, to it.
Do you really know who’s advising you?
Has your advisor ever had a complaint or a regulatory action?
It’s public record. Most clients never look.
How many firms has your advisor worked for, and why did they move?
A career history says more than a bio page.
How stable is the firm holding your relationship?
Your advisor’s firm matters as much as your advisor.
Three products. One trusted experience.
Advisor search, background reports and due diligence.
Ongoing monitoring and alerts on an advisor and their firm.
Questions answered by vetted advisors.
Be first in when the doors open.
Early-access members see new tools before anyone else. Tell us which side of the table you sit on.
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