RIAdvisorRatings gives investors and institutions an independent, fiduciary way to evaluate the advisors they're considering, working for you and never putting your name in front of a salesperson. It's built on the independent analysis of America's Independent Stock Risk Rating Agency™.
Most services that help you find an investment manager work for the advisors they list. We work for you. Our purpose is to serve individual and institutional investors, and we will never use what you share with us to court the advisors you're evaluating. We help you understand the strengths and weaknesses of what an advisory firm delivers, working in concert with your own attorney, CPA, and other advisors. The judgment stays yours.
Investing carries more risk than most people are led to believe.
Even large, well-known “blue chip” stocks have fallen 50 to 90 percent, and some took years to recover – if they recovered at all. Experience and good intentions are real, but they are not the same as independent, data-driven analysis of how much risk a portfolio actually carries.
You deserve a way to tell the difference before you commit your savings, your plan's assets, or the funds you hold in trust for others. That is the entire purpose of this site: to help you ask the right questions, collect the answers, and understand what they mean.
A straightforward, private process that keeps you in control from start to finish.
Leave your email and tell us a little about your situation. We send you the Rate Your Advisor questionnaire to print and use.
Give the questionnaire to each advisor you're considering. They put their answers in writing. You keep every response.
We help you analyze the strengths and deficiencies of each answer – and you never have to reveal the advisors' names.
Analytical and educational services for investors, institutions, and the professionals who advise them.
The Rate Your Advisor questionnaire and related tools that help you gather what matters – in writing, in a consistent, comparable form.
On an hourly basis, we explain the strengths and deficiencies of each written answer from a data-science standpoint. We do not tell you whom to choose.
We work in concert with your attorney, CPA, trustee, or investment committee – supporting their diligence, never replacing their judgment.
Pension plans, endowments, foundations, and nonprofits face a fiduciary duty to those they serve. We help committees document a rigorous, independent process.
Our work draws on public regulatory filings covering investment advisors nationwide, with particular depth in Rhode Island. It gives investors and institutions a consistent, independent foundation for the questions that matter – grounded in disclosed, verifiable information rather than marketing.
Leave your email and we'll send you the questionnaire to print and use. We'll ask a little about your situation so we can be genuinely useful – nothing more.
Our promise. No investment advisor will ever see what you tell us, and no advisor will ever receive your name. We will never use your information to court the advisors you're evaluating. On other sites, entering your information can mean a call from a salesperson. Not here. We work for you.
Placeholder form – to be wired to email or a CRM. Your information is never shared with any advisor.
If you advise clients or serve as a fiduciary for others, we can support your diligence with an independent, data-driven analysis of what an advisory firm is delivering. We work in concert with you – documenting a rigorous process, strengthening your review, and never recommending a firm or taking sides. Reach out through the form above and note your role.