What is AdvisorCheck Premium?
How do you stay truly informed about your financial advisor and their firm without constantly searching on your own? Do you wish you had a reliable way to get early warnings about potential issues or important updates?
AdvisorCheck Premium is our enhanced service that cuts through the uncertainty, delivering the essential insights you need to protect your financial relationships and decisions. It’s launching first with Advanced Monitoring and will continue to grow with new features added over the coming months.
Advanced Monitoring offers everything available in AdvisorCheck Essentials monitoring tool, plus vital data on the stability of the firm your advisor works for, so you feel more confident and in control.
What We Monitor For You
Advanced Monitoring keeps a close watch on crucial data points to ensure you receive a holistic view of both individual advisor changes and the health of their firm.
We deliver insights to your inbox every other Monday that direct you to your dashboard for details on any changes to your followed advisors and their firms. If there are no new updates since the last alert, the email will confirm that for you, keeping you fully informed. Your alerts will include:
Firm Stability Data:
Assets Under Management (AUM): The total value of assets a firm manages, often reflecting its scale and client trust.
Average Account Values:
For Individuals: Trends in typical client investment sizes within the firm.
For High-Net-Worth Individuals (HNWI): Focuses on the firm's engagement with larger, more complex portfolios.
Investment Advisory Personnel Headcount and Retention: Insights into investment advisory personnel stability, growth, and potential turnover within the firm.
Client Growth: Indicators of the firm's success in attracting and keeping its client base.
Client per Investment Advisory Personnel: An assessment of advisor workload and the potential level of individual client attention.
New Disclosures for Firms: Updates on regulatory filings or other disclosures that could impact the firm or its representatives.
Plus, essential advisor updates:
Job and firm changes
Changes to licensing or state registrations
Contact information or office address changes
Updates on regulatory disclosures, such as customer disputes, bankruptcies, and civil or criminal activity
No digging. No guesswork. No surprises. Just the peace of mind that comes from staying in the know on the firms and advisors that matter to you.
How to Get Started
Visit our pricing page to sign up for AdvisorCheck Premium
Follow the prompts to create an account or sign in
Complete the checkout process
Then, search for an advisor you're considering (or already working with) if you’re not yet following an advisor
Click "Follow" on their profile
Whether you're following one advisor or multiple advisors, you'll receive biweekly alerts on your current following. You can add or remove advisors anytime and see the historical data in the dashboard immediately, as well as through your email alerts.
Questions or Need Help?
We're here for you. Reach out to our support team at support@advisorcheck.com if you have any questions.