AIMR Analytics - AdvisorCheck

Your advisor is only part of the picture. The health of their firm matters too.

With AdvisorCheck Premium, members get Advanced Monitoring that builds on our free alerts and adds Firm Stability Insights so you can see:
- Trends in firm Assets Under Management (AUM)
- Average account values (including high-net-worth clients)
- Advisor headcount and retention
- Client growth and client-to-advisor ratio
- New firm disclosures and leadership changes

Every other Monday, Premium members receive email updates summarizing changes for the advisors and firms they follow, plus what those shifts may mean for their financial relationship.

No digging through filings. No guesswork. Just more clarity around who you’re trusting with your money, delivered right to your inbox.

Explore AdvisorCheck Premium: https://www.advisorcheck.com/pricing?utm_source=facebook&utm_medium=social

Pricing - AdvisorCheck Our premium membership brings your more data, more often, and more peace of mind. AdvisorCheck provides objective, comprehensive background checks on financial advisors and a quick and easy advisor background check service for potential investors looking to evaluate their options or reassess their c...

Checking your advisor before you hire them is a great start. But your advisor's situation can change at any time.

With AdvisorCheck Essentials, you can:
- Follow an advisor you’re working with (or considering)
- Get monthly email alerts if something changes in their professional record, including job moves, licensing/state registrations, contact info, or new regulatory disclosures
- Review those changes in plain language on your AdvisorCheck dashboard anytime

It’s a simple way to stay informed all year long without constantly checking databases or worrying you’ve missed something.

If staying on top of your financial health is on your list this year, this is an easy win.

Learn more: https://www.advisorcheck.com/how-we-help/advisor-monitoring?utm_source=facebook&utm_medium=social

Financial Advisor Monitoring - AdvisorCheck AdvisorCheck's Advisor Monitoring tools allow you to keep up to date with any regulatory or employment changes with your financial advisor.

If your advisor meetings feel rushed or vague, a little structure can go a long way.

Before your next meeting, consider:
- Goals: Your short and long term goals, and how they might have changed
- Life updates: Changes in income, health, family, and what's coming up next
- Questions: Anything you’ve been meaning to ask but haven’t written down yet

Our meeting checklist walks you through what to gather, what to clarify ahead of time, and what a productive meeting usually looks like. https://www.advisorcheck.com/blog/financial-advisor-meeting-checklist-what-to-bring-prepare-and-expect?utm_source=facebook&utm_medium=social

Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect - Blog - AdvisorCheck Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr

The new year's a great time to look at your finances, and to understand your financial values.

Before setting savings targets or investment goals, it can help to step back and ask:
- What do I actually want my money to do for me?
- Do I care most about security, freedom, generosity, or something else?
- Do my current habits match the life I say I want?

In our latest guide, we break down what financial values are (and how they’re different from goals), plus simple ways to bring them into everyday decisions so your plan feels meaningful to you.

If you’re looking for a more intentional way to approach money this year, this is a good place to start. https://www.advisorcheck.com/blog/what-are-financial-values?utm_source=facebook&utm_medium=social

What Are Financial Values and How to Align Them With Your Financial Goals - Blog - AdvisorCheck Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from

Your annual advisor review shouldn’t feel like small talk and a rushed market recap.

This year, try coming in with questions that give you real clarity, like:
- Are you a fiduciary 100% of the time?
- How do you get paid, and what’s included in what I’m paying for?
- How do you manage risk in my plan, not just in my portfolio?
- What happens if something changes with you or your firm?

We put together 20 smart questions you can bring to an advisor interview or annual review, plus tips on what each answer reveals and red flags to watch for.

You deserve straightforward answers about who you’re trusting with your money. https://www.advisorcheck.com/blog/20-questions-to-ask-your-financial-advisor-or-wealth-manager-during-the-interview-and-expert-tips?utm_source=facebook&utm_medium=social

20 Questions to Ask Your Financial Advisor or Wealth Manager During the Interview (and Expert Tips) - Blog - AdvisorCheck Choosing a financial advisor is a major step toward building a secure financial future — but knowing how to evaluate one can feel overwhelming. Many people walk into their first meeting unsure of wha

A financial advisor is more than "the person who picks my investments."

Behind the scenes, advisors spend their time:
- Meeting with clients, updating plans, and coaching through big decisions
- Monitoring portfolios and managing risk
- Staying on top of regulations and compliance
- Tracking markets and tax changes that affect your plan

A good advisor becomes a long-term partner for everything from retirement and taxes to insurance, college, and estate planning.

If you’ve ever wondered what a financial advisor could be doing for you (and what to expect), this breakdown can help.

https://www.advisorcheck.com/blog/what-does-a-financial-advisor-do?utm_source=facebook&utm_medium=social

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value - Blog - AdvisorCheck A financial advisor's role is more than someone who just recommends investments; they serve as strategic partners, helping individuals and families navigate everything from retirement and taxes to in

If you're wondering if you need a financial advisor or if you can keep DIYing this year, you’re not alone. As you consider your finances in the new year, here are a few clear checkpoints:

Are your finances getting more complex: multiple accounts, equity comp, business income?
Are you approaching a major transition: retirement, selling a business, caring for family?
Do market swings or tax decisions keep you up at night?

Our guide breaks down who tends to benefit most from an advisor, when to bring one in, and when DIY is still a solid choice.

https://www.advisorcheck.com/blog/do-i-need-a-financial-advisor?utm_source=facebook&utm_medium=social

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You - Blog - AdvisorCheck Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas

Great story from Tobias Salinger of 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!

We're so glad to see more coverage on licensing and regulation in the financial advisory space and why checking out your advisor before signing on matters!

https://www.financial-planning.com/news/financial-advisor-study-sheds-light-on-insurance-regulation?utm_source=facebook&utm_medium=social

FINRA rules pushed sketchy brokers toward insurance registration: Study Nearly all the brokers who dropped their FINRA registration in the wake of tougher rules kept their insurance licenses, according to newly published research.

AdvisorCheck is headed to the 2025 New England Venture Summit!

On Dec 9-10, we’ll join a select group of innovators to share our latest work on a consumer-first way to evaluate and monitor financial advisors and firms, and what's next heading into 2026.

We can’t wait to connect with investors, innovators, and fellow founders at !

Will we see you there?

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: https://www.advisorcheck.com/pricing?utm_source=facebook&utm_medium=social

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: https://www.advisorcheck.com/blog/financial-advisor-meeting-checklist-what-to-bring-prepare-and-expect?utm_source=facebook&utm_medium=social

Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect - Blog - AdvisorCheck Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr

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: https://www.advisorcheck.com/blog/what-does-a-financial-advisor-do?utm_source=facebook&utm_medium=social

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value - Blog - AdvisorCheck A financial advisor's role is more than someone who just recommends investments; they serve as strategic partners, helping individuals and families navigate everything from retirement and taxes to in