See the real record behind any financial advisor.
AdvisorGrade turns public SEC filings into clear, plain-English profiles — fiduciary status, real fees, disclosure history, and verified reviews — for every registered investment adviser in the country.
- Firms tracked
- 14,690
- States & territories
- 53
- Assets represented
- $160.9T
Featured firms
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Aptus Capital Advisors, LLC
Fairhope, AL · Est. 2016
- AUM
- $14.1B
- Per adviser
- $544M
- Advisers
- 26
No reported disclosures
T. Rowe Price Associates, INC.
Baltimore, MD · Est. 1947
- AUM
- $2.2T
- Per adviser
- $4.0B
- Advisers
- 545
No reported disclosures
Dimensional Fund Advisors LP
Austin, TX · Est. 1981
- AUM
- $1.0T
- Per adviser
- $2.8B
- Advisers
- 367
No reported disclosures
Invesco Advisers, INC.
Atlanta, GA · Est. 1988
- AUM
- $749.5B
- Per adviser
- $1.1B
- Advisers
- 713
Wellington Management Company LLP
Boston, MA · Est. 1979
- AUM
- $1.4T
- Per adviser
- $2.9B
- Advisers
- 497
Pgim, INC.
Newark, NJ · Est. 1984
- AUM
- $1.1T
- Per adviser
- $838M
- Advisers
- 1,350
No reported disclosures
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Real regulatory data
Profiles are built on SEC Form ADV filings — not marketing copy.
Plain-English summaries
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