We provide free services, information, and tools to individual investors who rely on advisors to help them achieve their financial goals.

We Find Financial Advisors
The best financial advisors share a set of common characteristics

We Vet &  Document Advisors
Our analysts vet financial advisor credentials, ethics, business practices and services.

We Provide a Free Match Service
Our proprietary computer program matches you to the right advisors - based on mutual requirements. We provide match results the same day or no later than the next business day.

We Provide a Free Directory Service
We manage a Directory you can use to select the advisors you want to interview. The advisors' listings give you access to profiles that document their credentials, ethics, business practices and services.