TrueAdvisor
TrueAdvisor

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Financial Advisor

Compare advisors using official SEC data—fees, performance and history, all in one place. Message advisors directly.

All Listed Advisors are Fiduciaries

Browse Advisors that match your needs

Financial Planning

Provides advice and strategy

Investment Management

Someone who actively manages your money

Planning and Management

Comprehensive customized advice

Why should I trust this site?

SEC-sourced with all data from ADV filings
Up to date with fresh data
Full transparency, including disclosures and history

Do I need a fiduciary advisor?

A fiduciary is a person or organization legally required to act in your best interests. They must put that party's interests ahead of their own and act with care, loyalty, and honesty.

Bound by law to put your interests first
Must disclose conflicts of interest
Recommend what's best for you, not what's most profitable for them

Still not sure if you need an advisor?

It's okay, not everyone does.

The right advisor can save you money and help with more than just tax season

You may need an advisor if you...

Nearing retirementWithin 10 years of leaving work
Life changeMarriage, divorce, inheritance, or new baby
It's complicatedMultiple income sources or investments
Money stressFinancial decisions keep you up at night

You may not need an advisor if you...

Simple situationSingle income, standard deductions
401(k) worksHappy with target-date funds
Enjoy DIYYou like managing your own money
Just starting outStill building your first emergency fund

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