There are more than 340,000 financial professionals registered in the US to give financial and/or investment advice to the public.
Your review, rating, and testimony, whether good, neutral, or bad, if expressed objectively, truthfully, and fairly will help others assess the suitability of the registered advisor(s) with whom you have had a direct professional experience.
Click here and we will send you an e-mail with a temporary password.
Yes. You will never be charged for registering or reviewing registered advisors or for using any of our site’s services.
Yes. We have a Privacy Policy. It restricts our ability to share your personal information with third parties except in specific circumstances that are outlined in our Privacy Policy.
Yes. You should be able to access our site's services on smartphones and electronic tablets.
Anyone who registers with AdvisoRanx and who has had a direct professional experience, past or current, with a registered advisor(s). You may only leave ONE review per registered advisor.
Please send us a message here that contains the full name and employer of your registered advisor. We will verify if the advisor is registered to give financial and/or investment advice to the public in the United States. If that is the case, we will add the registered advisor to our list as soon as possible and will confirm with you via e-mail.
No. AdvisoRanx is a conduit that reflects the ratings and comments that individuals allocate to specific registered advisors with whom they have had a direct or firsthand professional experience, which in no way shall be construed as financial advice. AdvisoRanx may also post, from time to time, articles and educational material published by third-party sources that are not affiliated with AdvisoRanx. This additional material should not be construed as advice, financial or otherwise, provided by AdvisoRanx.
No. All views, ratings, comments, and opinions, including the publications, blogs, and educational material that are posted on AdvisoRanx' site are solely those of the original author and do not necessarily reflect the views, policy, opinion, or position of AdvisoRanx, nor any of its staff or affiliates, and should not be construed as such.
For each question, 1 star reflects the poorest/lowest score and 5 stars represents the highest/strongest score. The rating for each category is the simple average of the 2 questions in a category, and the Average Rating is the simple average of all the scores allocated to all 10 questions by all raters.
Your comments should reflect objectively, fairly, and truthfully your direct professional experience, past or current, with specific registered advisors.
The written comments are subject to further moderation once posted. We may remove your comments after they have been posted if they use language that AdvisoRanx, in its sole discretion, deems inappropriate.
Moderation does not constitute a judgment or an opinion expressed by AdvisoRanx on the objectivity, fairness, or truthfulness of a rating or a comment, nor should it be construed as such.
No. We will never sell or give any registered advisor the ability to remove your review. AdvisoRanx will only remove a review if it is found to violate AdvisoRanx’ Terms of Use.
Yes. You can review as many registered advisors as you wish as long as you have had a direct professional experience with such registered advisor(s). However, you may only post ONE review for each registered advisor. Posting several reviews for a registered advisor through the use of different e-mail addresses may cause some or all your reviews to be removed and some or all your accounts to be disabled from our site.
Absolutely, so long as they have also had a direct professional experience, past or current, with that registered advisor.
No. For simplification purposes, AdvisoRanx defines "registered advisor" as all financial professionals who are registered with a securities regulator to provide financial and/or investment advice to individuals in the United States.
Depending on your financial needs, the type of registration for a registered advisor may be very important to you.
For example, the type of registration may affect the level of advice or what recommendations you receive, the financial instruments you may be able to buy from a registered advisor, the type of fees you may be required pay, whether you may be able to receive discretionary investment management services from the registered advisor, the province or territory in which the registered advisor may be permitted to serve you, and so on.
Advisors with the same type of registration may have different specializations and/or professional experiences. For example, some registered advisors may specialize in giving investment advice, while others may have the ability to manage your investments as licensed portfolio managers. Some registered advisors may specialize in a specified range of investment strategies or financial products, while others may integrate the various aspects of your financial needs (such as financial planning, retirement planning, estate planning, tax planning, and insurance) into a single wealth management plan.
AdvisoRanx allows registered advisors to claim their profile free of charge. Some registered advisors choose to claim their profile because in doing so the registered advisors may add descriptive details to the profile such as their picture, phone numbers, website address as well as their degrees, professional designations, registration type, and licenses.
In order to claim a profile, the registered advisor must submit the corporate e-mail address used in all professional communications with clients. AdvisoRanx will then confirm with the registered advisor that the profile has been claimed using the corporate e-mail address submitted. Once the profile is successfully claimed, the registered advisor may reply to your comments.
No. AdvisoRanx does not verify the contents of a registered advisor’s profile. You are required to do your own independent due diligence and research before you select a registered advisor. AdvisoRanx assumes no responsibility for an individual’s choice when selecting a registered advisor.
There are many websites in the United States and around the world that consumers use to review and rate products, services and/or professionals. This site is similar. Negative reviews that are objective, fair, truthful, and based on the services of registered advisors with whom you have had a firsthand professional experience should not constitute libel; however, malicious or unsubstantiated reviews may expose you to legal repercussions. Integrity and fairness must be paramount features of your reviews, whether they are positive or negative. For more information, please consult a legal professional.
Yes. You may choose to post your reviews under a screen name. AdvisoRanx will only divulge your identity if required by law or under specific circumstances as outlined in our Privacy Policy.
Yes. The new name that you have chosen will automatically apply to all your past and future reviews.
Most likely because your comment contained language that AdvisoRanx, in its sole discretion, deemed inappropriate. It may have been removed because AdvisoRanx noticed the inappropriateness of your comment or because someone flagged your comment, which was then reviewed and removed.
Flagging a comment does not guarantee its removal. It merely brings the comment to our attention for further review. AdvisoRanx retains the sole authority and discretion to remove any comments.
Only if the registered advisor has claimed the profile, as described above. The registered advisor's reply will also be subject to objectivity, fairness, and truthfulness and the reply will be moderated to ensure that it does not contain language that AdvisoRanx, in its sole discretion, deems inappropriate.
Furthermore, if you have chosen to post a comment under a screen name, the registered advisor will be required to respect your anonymity, even if the registered advisor suspects your identity. If this is not the case, our moderators will remove the reply. If by mistake the reply is not removed, it can be flagged and brought to the moderators’ attention for removal. Privacy is of paramount importance to AdvisoRanx and for more information, please see our Privacy Policy.
No. Only the registered advisor who is subject to your review may reply to your comment. However, anyone may choose to "Like" your comment.
AdvisoRanx, in its sole discretion, reserves the right to disable or to limit access to its site to anyone.
Yes. You can edit your reviews at any time.
Your reviews are posted immediately.
Absolutely not.
All information, analysis and research shown on our site are provided for informational purposes only. Such information does not constitute investment advice, an investment recommendation, or an endorsement by AdvisoRanx or its staff or its affiliates, nor should it be construed as such. We do not make any guarantee as to the suitability or the appropriateness of the information for you or for anyone else. You should always consult your registered advisor(s) and/or conduct your own independent research and analysis based on your own personal situation and financial position before buying or selling any securities or financial instrument.
The information and publications contained in our site are based on sources that we believe to be reliable, but the information and publications are not guaranteed by AdvisoRanx and may be incomplete or subject to change without notice.
Finally, note that past performance of any investment published or shown on our site may not be indicative of future results or performance. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, fund manager, or financial product will be profitable, will be consistent with its historical performance, or will be suitable for your portfolio.
Individuals who visit our site are required to undertake their own due diligence and AdvisoRanx assumes no responsibility for the decisions made by individuals who have visited or used the services provided on the AdvisoRanx site.
You can reach out to us here, and we will get back to you as soon as possible.
Great! We'd love to hear what you have to say. To submit something please click here. Please ensure you follow the guidelines outlined on that page before submitting something to be reviewed. Please note that we do not guarantee any or all submissions will be published.
If you are a registered advisor, we request that you communicate with AdvisoRanx by using only your professional corporate e-mail address, which is the corporate e-mail address that you use in your professional communications with your clients. This allows AdvisoRanx to establish to the best of its abilities that you are the registered advisor that you claim to be. For that reason, AdvisoRanx will not respond to requests from registered advisors who use any e-mail address other than their professional corporate e-mail address.
Yes, but only after you have claimed your registered advisor profile.
By pressing the Tab "Claim Your Advisor Profile" on the top right header of our site or by clicking here. Register by using the corporate e-mail address that you use in all of your professional communications.
It allows you to reply to the reviews associated with your profile. Additionally, you may add your picture, your educational experience, your professional designations, your type of registration, and your licenses as well as a paragraph that describes your practice. You may also add your phone number, your professional e-mail address and the link to your website so that potential clients may reach you with ease.
No. However, if you wish to delete your reply you may contact us here, and we will delete your reply as soon as possible.
Please send us a message here that contains your full name and that of your employer. We will verify if you are registered a securities regulator in the United States to give financial and/or investment advice to the public in the United States. If that is the case, we will add your name to our list as soon as possible and we will confirm with you via e-mail.
You can't. AdvisoRanx will only remove a review if it violates AdvisoRanx’ Terms of Use. You may flag a comment, which will prompt us to review it again. However, if, in our sole discretion, it is our opinion that the comment does not violate our Terms of Use, we will not remove the negative review. Flagging a comment does not guarantee its removal.
Determining the validity of a review is not AdvisoRanx' role or responsibility. All reviews, ratings, and opinions posted on AdvisoRanx' site are solely those of the original author and do not necessarily reflect the views, policy, opinion, or position of AdvisoRanx or of its staff or affiliates, nor should it be construed as such.
AdvisoRanx does not, and assumes no responsibility for, verifying the identity of the reviewers who register to its site, nor does AdvisoRanx verify whether the reviewers are, or have been, clients of yours. By claiming your profile, you may express your views in your replies to the reviews, so long as any such reply conforms with AdvisoRanx’ Terms of Use.
AdvisoRanx provides an interactive site for reviewers. Determining the validity of a review is not AdvisoRanx' role nor does AdvisoRanx assume any responsibility for ensuring reviews are accurate. All views, ratings, and opinions that are posted on AdvisoRanx' site are solely those of the original author and do not necessarily reflect the views, policy, opinion, or position of AdvisoRanx or of its staff or affiliates, nor should it be construed as such. If you decide to pursue legal action, we retain the right to defend ourselves, which may include seeking legal damages.
We obtain our information from sources that we deem reliable. You may claim your profile in which case you can correct the descriptive information and add additional descriptive information or details about yourself, including the type of registration shown on your profile. Please note that the type of registration initially shown in your profile is the registration in your home province.
Of course, assuming that they have had direct experience with your professional services. For example, you may ask current and previous clients of yours to rate and comment on your services. In no way are you permitted to provide compensation to an individual in exchange for providing a review.
Please note that using fake accounts, or encouraging others to do so, in order to boost your positive reviews is unethical. It might also expose you to variety of compliance issues with your employer and others.
No. You may only reply to reviews that are associated with your profile after you have claimed your profile.
Great! First, you must claim your profile which can be done by clicking here. We'd love to hear what you have to say. To submit something please click here. Please ensure you follow the guidelines outlined on that page before submitting something for review. Please note, that we do not guarantee any or all submissions will be published.
If you are an advisor registered to provide financial or investment services to the public, we will not remove your name or profile from the Site. If you are no longer registered as an advisor please contact us. Once we confirm that you are no longer registered, we will remove you and all the reviews associated with your profile from the Site.
Alternatively, you may claim your advisor profile here.
Thanks for subscribing! Please check your email for further instructions.
At ADVISORANX we believe that financial health is of utmost importance. Our site provides a forum for individuals in the US to share their experiences with their current and former investment and financial advisors. We also invite them to learn from the experiences of others and to access our educational material on personal finance.