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Financial trust isn't just given. It's verified.
AdvisorList Verified
Verification Completed
Finding a financial advisor is scary. You are trusting someone with your life savings, your retirement, and your family's future.
The reality is that almost anyone can call themselves a "financial planner," but not everyone has a clear regulatory history.
At AdvisorList, we believe you shouldn't have to be a detective to find a trustworthy professional.
That's why we created the AdvisorList Verified Protocol™.
We don't just list advisors. We verify them.
When you see the Verified Badge on an AdvisorList profile, it means a real human on our team has manually audited that advisor against official government databases. We do not rely on algorithms alone.
"Are you who you say you are?"
We verify that the person listed on our profile matches the professional registered with the firm. This ensures you are talking to the real advisor, eliminating the risk of impersonators or scammers.
(FINRA & SEC)
"Do public records show regulatory disclosures?"
We pull the advisor's official CRD (Central Registration Depository) number and review public records in the FINRA BrokerCheck and SEC IAPD databases where available.
We look for "Red Flags" that other directories might hide:
If public records show serious disciplinary actions or client harm disclosures, the badge may be denied or removed.
"Are you currently licensed to give advice?"
We confirm license status where applicable and verifiable through public databases (Series 7, Series 66, CFP®, CPA, etc.).
When you browse AdvisorList—or see our badge on an advisor's own website—it is a signal that:
This advisor's identity has been verified.
Public regulatory databases were manually reviewed where available.
They are in good standing with the SEC or FINRA where applicable.
Verification is limited to publicly available records and does not include a comprehensive criminal background check, employment verification, or review of all professional credentials.
The badge as it appears on advisor profiles:
Stop searching in the dark.
Start with a verified expert.
Every verified advisor on our platform has passed our 3-point verification process. Your financial future deserves careful consideration.