AdvisorCheck
@advisorcheck.bsky.social
A tool to search, compare, and monitor financial advisors. Learn what their licenses, professional history, and disclosures mean to you.
AdvisorCheck does not offer investment advice and should not replace discussions with a financial advisor.
AdvisorCheck does not offer investment advice and should not replace discussions with a financial advisor.
Stay ahead of advisor and firm changes.
Premium adds more signal, more often: firm-level trends (AUM, client-to-advisor ratio, new disclosures) and advisor updates right to your inbox, every other Monday. Details: www.advisorcheck.com/pricing...
Premium adds more signal, more often: firm-level trends (AUM, client-to-advisor ratio, new disclosures) and advisor updates right to your inbox, every other Monday. Details: www.advisorcheck.com/pricing...
December 2, 2025 at 6:42 PM
Stay ahead of advisor and firm changes.
Premium adds more signal, more often: firm-level trends (AUM, client-to-advisor ratio, new disclosures) and advisor updates right to your inbox, every other Monday. Details: www.advisorcheck.com/pricing...
Premium adds more signal, more often: firm-level trends (AUM, client-to-advisor ratio, new disclosures) and advisor updates right to your inbox, every other Monday. Details: www.advisorcheck.com/pricing...
New: AdvisorCheck Premium.
Advanced Monitoring delivers biweekly alerts and Firm Stability Insights (AUM trends, client growth, advisor retention, and more) so members see changes and understand why they matter without digging.
Learn more: www.advisorcheck.com/how-we-...
Advanced Monitoring delivers biweekly alerts and Firm Stability Insights (AUM trends, client growth, advisor retention, and more) so members see changes and understand why they matter without digging.
Learn more: www.advisorcheck.com/how-we-...
November 11, 2025 at 8:39 PM
New: AdvisorCheck Premium.
Advanced Monitoring delivers biweekly alerts and Firm Stability Insights (AUM trends, client growth, advisor retention, and more) so members see changes and understand why they matter without digging.
Learn more: www.advisorcheck.com/how-we-...
Advanced Monitoring delivers biweekly alerts and Firm Stability Insights (AUM trends, client growth, advisor retention, and more) so members see changes and understand why they matter without digging.
Learn more: www.advisorcheck.com/how-we-...
An RIA’s fiduciary duty means advice centered on your goals, not commissions. Registration happens at the SEC (>$100M AUM) or at the state level (<$100M). Verify before you hire to stay confident and in control.
October 29, 2025 at 5:20 PM
An RIA’s fiduciary duty means advice centered on your goals, not commissions. Registration happens at the SEC (>$100M AUM) or at the state level (<$100M). Verify before you hire to stay confident and in control.
Meeting with an advisor for the first time? Start with these questions.
October 22, 2025 at 5:10 PM
Meeting with an advisor for the first time? Start with these questions.