AdvisorCheck

Pricing - AdvisorCheck Our premium membership brings your more data, more often, and more peace of mind. AdvisorCheck provides objective, comprehensive background checks on financial advisors and a quick and easy advisor background check service for potential investors looking to evaluate their options or reassess their current financial partner.

Advanced Monitoring includes:

✅ Biweekly monitoring
✅ Firm data like AUM & leadership changes
✅ Clear explainers, no jargon

And more on the way with AdvisorCheck Premium.

Get it here: www.advisorcheck.com/pricing...

Financial peace of mind isn’t just about the numbers.
It’s knowing someone’s looking out for you.
Adjusting your plan when life changes.
Helping you feel calm, not confused.

That’s what a great financial advisor can do.

See what else they do for you: www.advisorcheck.com/blog/wh...

Introducing AdvisorCheck Premium - Blog - AdvisorCheck Staying up to date on changes with your advisor, and with their firm, can present a challenge. Where do you look, what does a change to their address or their AUM mean to you, and how do you make sur

Sometimes the big changes aren’t with your advisor, they’re with the firm.

Advanced Monitoring alerts you to those changes, so you can make confident decisions.

Get started: www.advisorcheck.com/blog/in...

Financial advisors! 👋
We’re refining advisor profiles and need your take on:
- How can we make profiles more useful for you and your clients
- What insights and analytics matter for you
DM us for a quick call, and help us build a better tool with your insight.

Introducing AdvisorCheck Premium - Blog - AdvisorCheck Staying up to date on changes with your advisor, and with their firm, can present a challenge. Where do you look, what does a change to their address or their AUM mean to you, and how do you make sur

Now available: AdvisorCheck Premium.
Monitor not just your advisor, but their firm too.

Stay ahead of job changes, leadership shifts, regulatory disclosures, and more, all delivered biweekly. With more on the way.

Details here: zurl.co/nYS18

A financial advisor is not just for the wealthy.
They help:
– First-time investors
– New parents
– Recent grads
– Entrepreneurs
– Anyone planning for the future (including you!)

See what they actually do, and how they get paid: zurl.co/pWGzI

First time meeting with a financial advisor? Or maybe you're long overdue for a check-in?

Our latest article walks you through exactly what to bring, what to expect, and how to make the most of your meeting.

zurl.co/xKvSz

Smart. Savvy. Still unsure.

In this guest post, Lorie from Fearless Financial Advisors breaks down how the confidence gap keeps women from investing, and what to do about it.


Read it here: zurl.co/GZtpE

Financial Advisor vs. Financial Planner: What’s the Difference, and Who Should You Hire?  As your income and net worth grow, so does the complexity of your financial life and the impact of

Not all financial professionals are the same.

Hazel Secco of Align Financial Solutions breaks down the key differences between financial advisors and financial planners and how to choose the right partner for your goals.

Must-read: zurl.co/W2vss

20 Questions to Ask Your Financial Advisor or Wealth Manager During the Interview (and Expert Tips) Choosing a financial advisor is a major step toward building a secure financial future — but knowin

Not sure what to ask a financial advisor you're considering working with?

These 20 questions cover background, risk, fees, and red flags, plus tips on what to listen for in their answers.

Start here: zurl.co/Gituu

What Does RIA Stand For in Finance: Definition, Duties, and Responsibilities What is an RIA (Registered Investment Advisor)? A Registered Investment Advisor (RIA) is a profe

A Registered Investment Advisor (RIA) is a financial professional registered with the SEC or state regulators.
They follow a fiduciary standard and often use fee-based models.

Learn more about how RIAs work: zurl.co/XzKaV

20 Questions to Ask Your Financial Advisor or Wealth Manager During the Interview (and Expert Tips) Choosing a financial advisor is a major step toward building a secure financial future — but knowin

Choosing a financial advisor is a big deal, but it doesn’t have to feel like a shot in the dark.

We put together 20 must-ask questions to help you size up an advisor’s qualifications, approach, and red flags.

Because smart financial choices start with the right questions.

zurl.co/4ET95

What Are the Most Important Things to Look Out for and Research When You Are Deciding Which Financial Advisor to Work With? Making the right decision about which financial advisor to work with is an essential choice for you

Choosing a financial advisor? Start here.

This article covers what people who’ve done it before prioritize, what red flags to watch for, what makes an ideal advisor, and how to vet your options with AdvisorCheck.

Make a confident decision: zurl.co/DHyWp

These Are the Life Events Where a Person Definitely Needs a Financial Advisor, and Why It’s Okay to Ask for Help Children, divorce, retirement oh my If you’re like most people, you don’t have all the answers to e

Marriage. Moving. Retirement. Divorce.

When life changes, your finances often need a new plan.

Here are the moments when a financial advisor can help you make smarter decisions:

zurl.co/RpG4s

“Financial advisor” is a broad term.
RIAs, broker-dealers, and wealth managers all follow different rules and standards.
– RIAs = fiduciary
– Broker-dealers = suitability
– Wealth managers = varies

Get the full breakdown: zurl.co/rukk5

Advisor Search - AdvisorCheck AdvisorCheck’s Advisor Search is a robust platform that will allow you to locate and search for any financial advisor you can think of in the United States. Our search records will help you distinguish whether or not a financial advisor near you is fiduciary or if they act as more of a stock broker. You can use Advisor Search to locate financial advisors by inputting their name, city and/or state, or the firm that they work at.

Your financial future deserves your attention, even when life gets busy.

Follow an advisor on AdvisorCheck to get monthly updates on job moves, license changes, and disclosures, plus clear explainers.


Start here by following your first advisor: zurl.co/YSNRr

Mind the Gap (The Pay Gap, That Is) This guest-authored opinion piece reflects the author's opinion and not necessarily the opinion(s)

The pay gap is more than a stat, it’s a lifelong financial hit.

In Part 2 of her guest series, advisor Lorie Jones shares how it impacts women’s futures, and 5 fearless ways to push back.

Personal, practical, and worth the read: zurl.co/euD4J

Why Retirees Should Work with a Financial Advisor: Key Benefits for a Secure Retirement Retirement is one of life’s most significant milestones, bringing both freedom and financial challe

Retirement should feel secure, not stressful.

A financial advisor can help you plan for the long run, manage the unexpected, and stay ahead of what’s next.

Here’s why expert support matters: zurl.co/qHARZ

Advisor Search - AdvisorCheck AdvisorCheck’s Advisor Search is a robust platform that will allow you to locate and search for any financial advisor you can think of in the United States. Our search records will help you distinguish whether or not a financial advisor near you is fiduciary or if they act as more of a stock broker. You can use Advisor Search to locate financial advisors by inputting their name, city and/or state, or the firm that they work at.

New: Start monitoring your advisor with one click.

Follow any advisor on AdvisorCheck to get monthly updates on job changes, certifications, disclosures, and more.

All with clear explanations of what they mean. No digging required.

Try it now: zurl.co/izV9L

Introducing Monitoring: A New Way to Stay Informed About Your Advisor Making decisions about a financial advisor isn’t something you do once and forget. It’s an ongoing

New on AdvisorCheck: Monitoring made easy.

Follow advisors to receive monthly emails with important updates to their professional record like job changes, contact information changes, new or expired registrations, and other disclosures.

Read more: zurl.co/JnMmR

What do financial advisor credentials mean, and what do they mean to you?
We’ve broken it all down for you in our blog! Learn what these credentials represent, who they’re best suited for, and how to choose the right advisor for your unique financial goals. www.advisorcheck.com/blog/financi...