Is Your Financial Advisor Transparent?
Compare fees, check complaints, and verify fiduciary status — backed by real SEC regulatory filings, not ads.
Data from SEC.govUpdated quarterlyWe don't accept advisor payments15,000+ firms tracked
Free Transparency Tools
Top Cities
Advisor rankings for major US metros, updated quarterly from SEC filings.
NEW YORK, NY
1970 firms
Median fee: 0.95%
CHICAGO, IL
367 firms
Median fee: 0.95%
BOSTON, MA
339 firms
Median fee: 0.95%
SAN FRANCISCO, CA
296 firms
Median fee: 0.95%
DALLAS, TX
293 firms
Median fee: 0.95%
HOUSTON, TX
235 firms
Median fee: 0.95%
MIAMI, FL
208 firms
Median fee: 0.95%
LOS ANGELES, CA
203 firms
Median fee: 0.95%
ATLANTA, GA
189 firms
Median fee: 0.95%
AUSTIN, TX
174 firms
Median fee: 0.95%
DENVER, CO
148 firms
Median fee: 0.95%
GREENWICH, CT
136 firms
Median fee: 0.95%
How We Score Advisors
Every advisor firm registered with the SEC must file Form ADV — disclosing their fees, conflicts of interest, disciplinary history, and business practices. We parse these public filings and present them in plain English.
Red Flag Score (0–100)
Every firm starts at 100. Deductions are applied for risk factors:
- -15 per disciplinary event
- -10 per customer complaint
- -5 for broker-dealer affiliation (conflict of interest)
- -5 for custody of client assets
- -5 for fees above 90th percentile
- -3 for insurance licensing (potential annuity pushing)
85-100: Clean 65-84: Some Concerns 0-64: Multiple Red Flags