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After you click this link: Advisor Info Request

1. Enter Your contact information. 

(You will remain completely anonymous and we will not solicit or sell your information.) (Click here to view our privacy policy.) 

2. Enter your Financial Advisor's contact information and click SUBMIT. 

(Contact information for both you and the advisor is required to obtain an AdvisorRating.)

3. Wait 3 business days or less for us to respond with our results.

(We request 3 business days so that we can attempt to contact your advisor multiple times.)

Results:  Sometimes it takes a few hours to obtain an Advisor's Rating, sometimes it takes a few days, and sometimes it is just not possible for the following reasons:

  • We may not be able to reach an advisor because they are on vacation, out sick, or too busy to return calls.  This does not mean the advisor is not qualified. Click here for our disclosure statement.
  • Sometimes the advisor simply does not wish to subscribe to our service. Again, this does not indicate that the financial advisor is not a qualified professional. It means they do not wish to subscribe to our service.
  • We provide instructions and a 14 step process showing you how to evaluate an advisor without the assistance of

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