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Trusted Advisory Firms Spotlight

A special thank you to these Trusted firms for supporting the Financial Advisor Reviews and Reports | mission and ongoing research! Are you a Trusted fiduciary? Join these firms today.

Ratings powered by regulatory data

The Financial Advisor Reviews and Reports | Trusted badge is awarded to the advisory firms that meet strict regulatory requirements.

Inside Scoop

Unlike doctors and lawyers, not all financial professionals act as fiduciaries when providing Americans financial advice. Financial advisors have not one, but three possible regulatory classifications.

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The Solution

Using over 500,000 data points collected directly from the SEC, the Financial Advisor Reviews and Reports | Trust algorithm surfaces the right questions Americans should ask their financial advisor.

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