Thousands of investors hand their life savings to RIAs with hidden conflicts of interest, disciplinary records, and commission-driven motives.
Their names sound legitimate but their incentives may not be aligned with yours.
We independently rate every SEC-registered RIA so you don't have to.
Search by name or find top-rated RIAs in your state
Ratings based on public SEC ADV filings and FINRA BrokerCheck. Updated monthly. Free for all investors.
Based on our 0–100 AFI Score using verified public SEC ADV data
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Our independent AFI Score places every firm into one of three tiers based purely on public data
Our methodology is built entirely on public data never influenced by payment
Every rating comes from SEC ADV filings and FINRA BrokerCheck fully public, fully verifiable. No guesswork, no opinions. Just the facts regulators require RIAs to disclose.
Each RIA receives a numerical score based on fee structure, disciplinary history, transparency, years in operation, and client accessibility. The score drives the tier not payment.
We pull fresh data from the SEC every month so our ratings always reflect the most current picture of every RIA. If something changes at a firm, investors will know.