Manage your financial advisor or financial planner using Investor Watchdog tools.

Changing the way investors select, monitor, and replace financial advisors, financial planners, and money managers

Due Diligence

Ratings
Reports
Monitors
Benchmarks

Any financial advisor at any U.S. financial services firm.

How does it work?

Use the tools on this page with no registration
Or, open a FREE Watchdog User account
Provide advisor names and select tools
We get the facts and produce reports
Advisors are more accountable
You make the right decisions

Watchdog does not provide any type of financial advice or services. We never ask for investment account numbers or passwords.

Performance Measurement

This tool answers the most frequent question investors ask Watchdog, "How good is my investment performance?"

Learn More

Research Advisors

Research any advisor at any firm or view reports for advisors who have been pre-screened and rated by Watchdog analysts.

Learn More!

Quarterly Monitors

This Watchdog tool identifies hidden risks that can undermine the achievement of your financial goals. Why take a chance?

Learn More

Advisor Credentials. Real or Fake?

There are hundreds of financial certifications. A small percentage expand advisor knowledge. A higher percentage are fake! They are designed to make advisors appear more knowledgeable than they really are. Avoid this deceptive sales practice and check before you invest!

Check Credentials

Are you paying excessive investment expenses?

Every dollar of expense is one less dollar you have for reinvestment and your future use. It is not easy, but you should require your advisor to document every dollar of expense and describe the services you receive for the expenses.

Learn More

Wall Street Needs Mandatory Disclosure; Not More Hypocrisy

As long as there is no mandatory disclosure for financial advisors, Wall Street is free to determine what is communicated to you and how it is communicated (verbal versus documented). And, it would be naïve on your part to assume Wall Street will volunteer any information that damages its revenue and profitability. A great New Year’s resolution for Wall Street... read more