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Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AdvisorCheck stay informed

Stay Informed.
Always.

Financial advisor's situations can change, sometimes without notice. AdvisorLive helps you avoid surprises and stay on top of your financial health.

What We Track

AdvisorLive keeps you informed about crucial changes for every financial advisor you follow. From regulatory disclosures and job changes to updates advisors share themselves, we group everything into four simple categories.

See Followed Advisors

Protective Updates

Regulatory disclosures and licensing or state registration changes.

Career Updates

New jobs, firm affiliations, and updated contact information.

Profile Updates

Advisor changes to specialties, services offered, fee information, and more.

Content Updates

New tips, posts, videos, and webinars they share.

Visualization

Advisor Insights Right In Your Dashboard

Simply visit the AdvisorLive tab in your Member Dashboard to see every change across your followed advisors.

Full Timeline Feed

See every advisor update in one feed, grouped by month so nothing gets buried.

Plain-Language Summaries

We use a custom AI to summarize each update on the advisors you follow, with the date, source, and full details of the change.

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AdvisorCheck insights right in your dashboard

How To Start AdvisorLive

Getting started is as easy as 1-2-3

Log In

No account? No problem. AdvisorLive is free for all AdvisorCheck users.

Sign Up For Free

Search

Our Advisor Search tool lets you find any Advisor registered in the US.

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Follow an Advisor

Simply click the 'Follow' button on an Advisor profile page.

See My Followed Advisors
Timeline

How The Data Flows

step

A Change Is Reported

Advisor status changes are reported to regulatory bodies. Different changes are required to be reported on different timelines.
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Advisors Share Updates

Advisors can also share their own tips, posts, videos, and webinars right on AdvisorCheck.
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We Detect The Change

Our systems regularly check all available public data sources and advisor-shared updates to detect any changes relevant to you.
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Instant Dashboard Update

Immediately after we detect a change, it's reflected in your AdvisorLive feed, along with a plain-language explanatory summary.
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Monthly AdvisorLive Update

Don't worry about remembering to check back; we send you an email every month with the latest updates on the advisors you follow.
Premium

Advanced Alerts with AdvisorCheck Premium

Advisor Firm Alerts

Your Financial Advisor is just a part of the picture; the overall health and stability of their firm is just as important for your financial well-being.

More Frequent Alerts

More Frequent Alerts

Ensure you always have the latest in your inbox with AdvisorLive emails including Advisor and Firm Insights sent every two weeks, instead of just once a month.

Firm Stability Insights

AdvisorCheck Premium members get alerts and historical data for important Firm Stability Indicators like Assets Under Management, Advisor Headcount, Regulatory Disclosures, and more for every advisor they follow.

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