AdvisorCheck @AdvisorCheck1
A tool to search, compare, and monitor financial advisors. Learn what their licenses, professional history, and disclosures mean to you. advisorcheck.com New Jersey Joined November 2022-
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The AdvisorCheck Advisor Dashboard just got a full refresh! See your profile views in the last 90 days, track your appearance in search, see which sections of your profile investors click most, and more. Advisors can log in to take the new dashboard for a spin.
Want a deeper view of your advisor and their firm this year? AdvisorCheck Premium adds Firm Stability Insights (AUM, advisor headcount, client trends, disclosures, and more) with biweekly updates direct to your inbox. Explore AdvisorCheck Premium: advisorcheck.com/pricing?utm_so…
New year, same advisor. How are you staying informed? With AdvisorCheck Essentials, you can follow your advisor and get monthly email alerts on job moves, licensing changes, and new disclosures. See how Monitoring works: advisorcheck.com/how-we-help/ad…
Headed into an advisor meeting? Bring more than your latest statement. A simple checklist (goals, life updates, questions) can turn a quick review into a real strategy session. Grab the checklist: advisorcheck.com/blog/financial…
The new year's a great time to look at your finances, and to understand your financial values. Start 2026 by clarifying your financial values (security, freedom, generosity, or a combination) then let the goals follow. Start here: advisorcheck.com/blog/what-are-…
Walking into an advisor meeting this year? Ask more than just "How did we do?", including: - Are you a fiduciary 100% of the time? - How do you get paid? - What happens if something changes with you or your firm? See all 20 questions here: advisorcheck.com/blog/20-questi…
A financial advisor isn’t just a stock picker. Think: long-term thinking partner for taxes, retirement, risk, family goals, and more. See what advisors actually do behind the scenes: advisorcheck.com/blog/what-does…
"Do I really need a financial advisor?" isn’t a yes/no question, and you're not alone in asking it. In this guide, we walk through who benefits most from an advisor, when to get help, and when DIY still works. No pressure, just clarity. Read more: advisorcheck.com/blog/do-i-need…
Great story from Financial Planning on why you should check your advisor's background and credentials before you do business. Worth a read for anyone thinking about a financial advisor, and the study it's based on is worth a dive as well! financial-planning.com/news/financial…
We can’t wait to connect with investors, innovators, and fellow founders at #NEVS2025! Will we see you there? #StartupJourney #innovationCommunity #startups #venturecapital #innovation #founders #VC #networking
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: advisorcheck.com/pricing?utm_so…
Make the first meeting with your advisor count. This checklist covers prep, documents, and a quick preview of the conversation (goals, risk, fees, next steps) so you know what to expect. Save for later: advisorcheck.com/blog/financial…
What do advisors do beyond investments? This explainer walks through the full relationship: discovery and goals, risk + plan management, implementation, ongoing monitoring and support. Save before your first meeting: advisorcheck.com/blog/what-does…
Interviewing an advisor? Start with these: - Are you a fiduciary 100% of the time? - How are you paid? - Any disciplinary history? - What services are included? - How do you manage risk? Full list (20 questions and tips to spot red-flags): advisorcheck.com/blog/20-questi…
"When you grow up in a world that subtly (and not-so-subtly) tells you that money isn’t your domain, it’s no surprise if you hesitate to step into the investing arena." This guest post unpacks the confidence gap and offers 5 steps to build confidence advisorcheck.com/blog/sharp-sav…
Not everyone needs an advisor all the time. But if your taxes got complex, you're facing a big life change, your goals feel fuzzy, or markets drive impulse moves, this checklist can help you decide objectively. advisorcheck.com/blog/do-i-need…
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: advisorcheck.com/how-we-help/fi…
Walking into an advisor meeting? It shouldn't feel like a leap of faith. Go in with goals, docs, and questions. Treat it as a conversation, not a lecture. Afterwards, confirm next steps + monitor changes with AdvisorCheck. Full meeting checklist: advisorcheck.com/blog/financial…
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.
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