Trust Verification
Instant checklist: fiduciary status, clean regulatory record, no disciplinary actions, established practice. Know before you commit.
Fee Transparency
See what advisors actually charge based on SEC disclosures. Compare fee schedules and see how they rank vs. local peers.
Peer Context
See how your advisor compares: fee percentile vs. city median, AUM managed, client count, and years registered.
Browse by City
1,134 cities
NEW YORK, NY
1970 firms
CHICAGO, IL
367 firms
BOSTON, MA
339 firms
SAN FRANCISCO, CA
296 firms
DALLAS, TX
293 firms
HOUSTON, TX
235 firms
MIAMI, FL
208 firms
LOS ANGELES, CA
203 firms
ATLANTA, GA
189 firms
AUSTIN, TX
174 firms
DENVER, CO
148 firms
GREENWICH, CT
136 firms
STAMFORD, CT
114 firms
SAN DIEGO, CA
99 firms
CHARLOTTE, NC
91 firms
SCOTTSDALE, AZ
84 firms
CINCINNATI, OH
83 firms
SEATTLE, WA
82 firms
MINNEAPOLIS, MN
80 firms
NEWPORT BEACH, CA
75 firms
OVERLAND PARK, KS
70 firms
TAMPA, FL
69 firms
BOCA RATON, FL
67 firms
PORTLAND, OR
63 firms
How It Works
We Parse SEC Filings
Every registered advisor files Form ADV with the SEC. We download and parse these public disclosures.
We Score & Rank
Fees, complaints, conflicts, fiduciary status — combined into a Trust Score so you can compare at a glance.
You Get Clarity
No ads, no pay-to-rank. Just verified data so you can make an informed decision about who manages your money.