AdvisorCheck

aid: advisorcheck
name: AdvisorCheck
description: AdvisorCheck is a consumer-first platform for researching, comparing and continuously monitoring US financial
  advisors and the firms they work for. It compiles verified public regulatory data — FINRA BrokerCheck, the SEC's Investment
  Adviser Public Disclosure (IAPD) system, court records and six industry certification bodies — into profiles covering roughly
  380,000 investment adviser representatives and 620,000 registered representatives. A free tier covers search and basic advisor
  monitoring; the paid AdvisorCheck Premium membership adds Advanced Monitoring with firm-stability insights (AUM changes,
  advisor headcount and retention, client acquisition trends, leadership and ownership changes, new firm disclosures). AdvisorCheck
  was founded in 2019, is headquartered in Englewood Cliffs, New Jersey with an office in Los Angeles, and raised a $1.8M
  seed round in June 2023. The company operates an application API at api.advisorcheck.com but publishes no public developer
  program, API reference or machine-readable contract.
url: https://raw.githubusercontent.com/api-evangelist/advisorcheck/refs/heads/main/apis.yml
accessModel:
  pricing: freemium
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Freemium
  confidence: medium
  probe_state: none
  source:
  - plans
  - rate-limits
  - security
  generated: '2026-11-06'
  method: derived
image: https://staticfiles.gleap.io/ghelpcenter_logos/jdvki1Q6KfvVYn6WJ5IbzFkAMI1HDBnm3wWzcecsDmKnxPzAOwQgpAeq64xEys7QLTIbrs9OKCX.png
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.20'
created: '2026-09-09'
modified: '2026-09-09'
tags:
- Company
- Financial Services
- Fintech
- Regulatory Data
- Background Checks
- Investor Protection
- Financial Advisors
- Wealth Management
- Consumer Finance
- Compliance
tags_raw:
- Company
- Financial Services
- Fintech
- Regulatory Data
- Background Checks
- Investor Protection
- Financial Advisors
- Wealth Management
- Consumer Finance
- Compliance
- Financial-Services
apis:
- aid: advisorcheck:advisorcheck-platform-api
  name: AdvisorCheck Platform API
  description: 'The first-party HTTP API behind the AdvisorCheck consumer web application, served from an AWS API Gateway
    custom domain at api.advisorcheck.com. It is an internal application backend, not a published developer product: every
    route answers HTTP 403 "Missing Authentication Token" without an app-issued credential, /ping returns 200 "healthy", and
    the /fa/* prefix proxies to an upstream fa-service at /v1/fa-service/*. AdvisorCheck publishes no OpenAPI, GraphQL SDL,
    Postman collection, API reference or developer portal for it — see x-coverage.'
  humanURL: https://www.advisorcheck.com/
  baseURL: https://api.advisorcheck.com
  position: Producing
  tags:
  - Financial Advisors
  - Regulatory Data
  x-access: private-application-backend
  properties:
  - type: Website
    url: https://www.advisorcheck.com/
  image: https://staticfiles.gleap.io/ghelpcenter_logos/jdvki1Q6KfvVYn6WJ5IbzFkAMI1HDBnm3wWzcecsDmKnxPzAOwQgpAeq64xEys7QLTIbrs9OKCX.png
common:
- type: Pricing
  url: https://help.advisorcheck.com/en/articles/53-what-is-advisorcheck-premium
- type: DomainSecurity
  url: security/advisorcheck-domain-security.yml
- type: Website
  url: https://www.advisorcheck.com/
- type: About
  url: https://www.advisorcheck.com/about-us
- type: Support
  url: https://help.advisorcheck.com/
- type: HelpCenter
  url: https://help.advisorcheck.com/
- type: Blog
  url: https://www.advisorcheck.com/blog/what-does-a-financial-advisor-do
- type: TermsOfService
  url: https://www.advisorcheck.com/terms-of-use
- type: PrivacyPolicy
  url: https://www.advisorcheck.com/privacy-policy
- type: LLMsTxt
  url: llms/advisorcheck-llms.txt
- type: GettingStarted
  url: https://help.advisorcheck.com/en/collections/7-getting-started-with-advisorchceck
- type: Plans
  url: plans/advisorcheck-plans-pricing.yml
- type: RateLimits
  url: rate-limits/advisorcheck-rate-limits.yml
- type: Conformance
  url: conformance/advisorcheck-conformance.yml
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
x-enrichment:
  date: '2026-09-09'
  status: minimal
  artifacts_added: 6
  pass: local-v3
x-coverage:
  state: none
  reason: no-developer-program
  detail: 'AdvisorCheck ships a consumer web product only: api.advisorcheck.com is an AWS API Gateway custom domain serving
    the app''s own backend and answers 403 "Missing Authentication Token" on /openapi.json, /swagger.json, /api-docs, /graphql
    and /mcp alike, while the company''s complete public help-center index (help.advisorcheck.com/llms.txt, HTTP 200, 95 lines,
    9 collections) contains no developer, API, SDK or integration topic at all — and the marketing host is separately unreadable
    behind a Vercel Security Checkpoint (x-vercel-mitigated: challenge) on every path.'
  evidence:
  - url: https://api.advisorcheck.com/openapi.json
    status: 403
  - url: https://api.advisorcheck.com/ping
    status: 200
  - url: https://help.advisorcheck.com/llms.txt
    status: 200
  - url: https://www.advisorcheck.com/
    status: 429
  checked: '2026-09-09'