AIMR Analytics - AdvisorCheck

06/02/2026

You've spent time building your AdvisorCheck profile. But are investors actually finding it?

Now you can find out.

We've redesigned the advisor dashboard with one goal: give you real visibility into how your profile is performing.

See how many times your profile was viewed in the last 90 days. Track how often it appeared in search results, similar advisor suggestions, and specialty pages. Find out which sections investors actually click on.

Beta advisors get content tools on top of this: publish posts and videos to your profile, then track exactly how many profile views and meeting requests each one drove.

Log in and see what your profile is doing for you.

05/28/2026

We've been heads-down building something we're really excited about, and today it's live 🎉

The AdvisorCheck Advisor Dashboard just got a full refresh, designed to give you a clearer picture of how investors are finding and engaging with you.

Here's what's new for every advisor on the platform:
- See how many times your profile has been viewed in the last 90 days
- Track how often your profile appears in search results and specialty pages
- Find out which sections investors click most on your profile
- Get a snapshot of your latest messages and meeting requests right on your dashboard
- Take quick actions: compare profiles, monitor activity, or update your info in one click

And, if you're part of our Beta program, there's even more waiting for you: Video uploads, post publishing, and analytics that show you exactly how your content is driving profile views and meeting requests.

We'd love to hear what you think, so log in today and take the new dashboard for a spin.

01/27/2026

Your advisor is only part of the picture. The health of their firm matters too.

With AdvisorCheck Premium, members get Advanced Monitoring that builds on our free alerts and adds Firm Stability Insights so you can see:
- Trends in firm Assets Under Management (AUM)
- Average account values (including high-net-worth clients)
- Advisor headcount and retention
- Client growth and client-to-advisor ratio
- New firm disclosures and leadership changes

Every other Monday, Premium members receive email updates summarizing changes for the advisors and firms they follow, plus what those shifts may mean for their financial relationship.

No digging through filings. No guesswork. Just more clarity around who you’re trusting with your money, delivered right to your inbox.

Explore AdvisorCheck Premium: https://www.advisorcheck.com/pricing?utm_source=facebook&utm_medium=social

Our premium membership brings your more data, more often, and more peace of mind. AdvisorCheck provides objective, comprehensive background checks on financial advisors and a quick and easy advisor background check service for potential investors looking to evaluate their options or reassess their c...

01/21/2026

Checking your advisor before you hire them is a great start. But your advisor's situation can change at any time.

With AdvisorCheck Essentials, you can:
- Follow an advisor you’re working with (or considering)
- Get monthly email alerts if something changes in their professional record, including job moves, licensing/state registrations, contact info, or new regulatory disclosures
- Review those changes in plain language on your AdvisorCheck dashboard anytime

It’s a simple way to stay informed all year long without constantly checking databases or worrying you’ve missed something.

If staying on top of your financial health is on your list this year, this is an easy win.

Learn more: https://www.advisorcheck.com/how-we-help/advisor-monitoring?utm_source=facebook&utm_medium=social

AdvisorCheck's Advisor Monitoring tools allow you to keep up to date with any regulatory or employment changes with your financial advisor.

01/19/2026

If your advisor meetings feel rushed or vague, a little structure can go a long way.

Before your next meeting, consider:
- Goals: Your short and long term goals, and how they might have changed
- Life updates: Changes in income, health, family, and what's coming up next
- Questions: Anything you’ve been meaning to ask but haven’t written down yet

Our meeting checklist walks you through what to gather, what to clarify ahead of time, and what a productive meeting usually looks like. https://www.advisorcheck.com/blog/financial-advisor-meeting-checklist-what-to-bring-prepare-and-expect?utm_source=facebook&utm_medium=social

Meeting with a financial advisor is a critical step toward achieving long-term financial security. But the value you get from the financial advisor meeting largely depends on how well you prepare. Fr

01/15/2026

The new year's a great time to look at your finances, and to understand your financial values.

Before setting savings targets or investment goals, it can help to step back and ask:
- What do I actually want my money to do for me?
- Do I care most about security, freedom, generosity, or something else?
- Do my current habits match the life I say I want?

In our latest guide, we break down what financial values are (and how they’re different from goals), plus simple ways to bring them into everyday decisions so your plan feels meaningful to you.

If you’re looking for a more intentional way to approach money this year, this is a good place to start. https://www.advisorcheck.com/blog/what-are-financial-values?utm_source=facebook&utm_medium=social

Financial decisions aren’t just about numbers — they’re about values. But many people never take the time to define their financial values, and as a result, they feel overwhelmed or disconnected from

01/13/2026

Your annual advisor review shouldn’t feel like small talk and a rushed market recap.

This year, try coming in with questions that give you real clarity, like:
- Are you a fiduciary 100% of the time?
- How do you get paid, and what’s included in what I’m paying for?
- How do you manage risk in my plan, not just in my portfolio?
- What happens if something changes with you or your firm?

We put together 20 smart questions you can bring to an advisor interview or annual review, plus tips on what each answer reveals and red flags to watch for.

You deserve straightforward answers about who you’re trusting with your money. https://www.advisorcheck.com/blog/20-questions-to-ask-your-financial-advisor-or-wealth-manager-during-the-interview-and-expert-tips?utm_source=facebook&utm_medium=social

Choosing a financial advisor is a major step toward building a secure financial future — but knowing how to evaluate one can feel overwhelming. Many people walk into their first meeting unsure of wha

01/09/2026

A financial advisor is more than "the person who picks my investments."

Behind the scenes, advisors spend their time:
- Meeting with clients, updating plans, and coaching through big decisions
- Monitoring portfolios and managing risk
- Staying on top of regulations and compliance
- Tracking markets and tax changes that affect your plan

A good advisor becomes a long-term partner for everything from retirement and taxes to insurance, college, and estate planning.

If you’ve ever wondered what a financial advisor could be doing for you (and what to expect), this breakdown can help.

https://www.advisorcheck.com/blog/what-does-a-financial-advisor-do?utm_source=facebook&utm_medium=social

A financial advisor's role is more than someone who just recommends investments; they serve as strategic partners, helping individuals and families navigate everything from retirement and taxes to in

01/07/2026

If you're wondering if you need a financial advisor or if you can keep DIYing this year, you’re not alone. As you consider your finances in the new year, here are a few clear checkpoints:

Are your finances getting more complex: multiple accounts, equity comp, business income?
Are you approaching a major transition: retirement, selling a business, caring for family?
Do market swings or tax decisions keep you up at night?

Our guide breaks down who tends to benefit most from an advisor, when to bring one in, and when DIY is still a solid choice.

https://www.advisorcheck.com/blog/do-i-need-a-financial-advisor?utm_source=facebook&utm_medium=social

Managing money in today’s world is more complex than ever. With dozens of financial decisions competing for your attention—investments, taxes, retirement planning, budgeting, debt, insurance—it’s eas

12/11/2025

Great story from Tobias Salinger of Financial Planning on why you should check your advisor's background and credentials before you do business. Worth a read for anyone thinking about a financial advisor, and the study it's based on is worth a dive as well!

We're so glad to see more coverage on licensing and regulation in the financial advisory space and why checking out your advisor before signing on matters!

https://www.financial-planning.com/news/financial-advisor-study-sheds-light-on-insurance-regulation?utm_source=facebook&utm_medium=social

Nearly all the brokers who dropped their FINRA registration in the wake of tougher rules kept their insurance licenses, according to newly published research.