
AdvisorCheck is a consumer-first platform designed to help individuals find, evaluate, and monitor financial advisors. The platform offers transparent, unbiased data by consolidating information from sources like FINRA BrokerCheck and Investment Adviser Public Disclosure (IAPD). It aims to build trust by removing costly intermediaries, making advice more affordable and accessible, and eliminating sales pressure. Users can find their ideal advisor through search tools, evaluate them with detailed profiles, and monitor them for regulatory changes. AdvisorCheck aims to empower consumers with the knowledge and tools to make confident financial advisor decisions, acting as a trusted guide in a complex industry.

AdvisorCheck is a consumer-first platform designed to help individuals find, evaluate, and monitor financial advisors. The platform offers transparent, unbiased data by consolidating information from sources like FINRA BrokerCheck and Investment Adviser Public Disclosure (IAPD). It aims to build trust by removing costly intermediaries, making advice more affordable and accessible, and eliminating sales pressure. Users can find their ideal advisor through search tools, evaluate them with detailed profiles, and monitor them for regulatory changes. AdvisorCheck aims to empower consumers with the knowledge and tools to make confident financial advisor decisions, acting as a trusted guide in a complex industry.
What they do: Consumer-first platform to find, evaluate, compare, and monitor U.S. financial advisors using reconciled public regulatory data
Business model: Free Essentials tier plus paid Premium monitoring tier
Founded: 2021
Employees: 16
Total funding (reported): USD 1,800,000
Financial advisor discovery, due diligence, and ongoing regulatory monitoring
2021
Fintech / Regulatory data SaaS