Vet your financial advisor the way regulators do.
Cut through the sales pitches. Search 16,000 SEC-registered advisors — and the 460,000 individual representatives behind them — compare fees, credentials, and disclosures side by side, and ask an AI anything about what you find. All backed by Form ADV.
- 16,000+
- Firms
- 460K+
- Registered reps
- $150T+
- AUM covered
- 24 / 7
- AI on-call
You want advice. You don't know who to trust.
Choosing a financial advisor feels like navigating a minefield. Hidden fees. Confusing jargon. Quiet conflicts of interest. One wrong handshake and your retirement quietly bleeds away.
See how we help- 01
Sales pitches in place of facts
The advisors with the biggest marketing budgets dominate search. Their actual disclosures stay buried in 80-page PDFs nobody reads.
- 02
Fees disguised as percentages
A 1.4% advisory fee on a $1M account is $14,000 a year. Most prospects can't name what their advisor actually charges, in dollars.
- 03
Conflicts that never come up
Commission products, affiliated broker-dealers, performance fees, soft-dollar arrangements — none of it appears on the firm's glossy site.
- 04
Disciplinary history hidden in plain sight
The SEC publishes every regulatory action. Most clients never check. The ones who do, do it after the damage is already done.
Transform uncertainty into confidence.
Three principles, applied to every advisor in the database. No rankings. No paid placements. Just the data the regulators already have.
Uncover the true costs.
Comprehensive profiles surface fees, commission relationships, performance carries, and minimum-account thresholds — all in plain dollars.
Simplify the jargon.
Custodial, fiduciary, dually-registered, supervised person. Each technical term clarified in the same panel where it appears.
Verify the record.
An AI assistant, grounded in the firm's own SEC filings, answers questions about disciplinary history, ownership, conflicts and services.
Three tools, one quiet room.
Designed to feel like a research library, not a SaaS dashboard. Everything is keyboard-accessible, hyperlinked to the source filing, and built around your questions.
Advisor AI
Ask anything about an advisor's fees, services, or history in plain English. Answers cite the brochure section they come from.
Try the AI assistantMulti-Advisor Workspace
Compare up to three firms side by side — fees, client mix, services, philosophy, disclosures. Without juggling tabs.
Open workspaceRep Search
Look up the individual person, not just the firm. Filter 460,000+ registered reps by credential, years registered, disclosures, customer complaints, terminations, and outside business activity.
Search repsGuides
Plain-language reading on how to interview an advisor, understand a fee schedule, and ask the questions that matter.
Read the guidesI discovered my advisor had a disciplinary history they never mentioned. I switched the same week.
“I used to be nervous before advisor meetings. Now I show up with the right questions already in hand.”
“Weeks of comparison shopping, collapsed into an evening. I found the exact specialist I needed.”
A research assistant that has read every filing.
Stop deciphering dense regulatory forms. Ask the assistant — grounded in the official Form ADV — anything about an advisor's business practices, fees, and potential conflicts. It cites the exact section of the brochure each answer comes from.
- —Decode complex fee structures
- —Verify advisor credentials and history
- —Clarify services offered and client types
- —Surface disciplinary actions
- —Compare owner information & affiliated businesses
- —Look up individual reps — credentials, prior firms, disclosures
Subscribe to the full library.
Frequently asked.
Still have questions? Reach out — we read every message.
Every figure comes directly from the SEC. Form ADV must be filed by every Registered Investment Advisor. It contains the disclosures advisors are legally required to make to regulators — we just make it easy to find, read, and compare.