AdvisorOS provides original data and research on the financial advisory industry. Journalists and researchers are welcome to cite our data with attribution.
AdvisorOS is a data-driven platform that helps consumers find registered financial advisors and helps advisors grow their practice through enhanced digital presence. Our directory covers every SEC-registered investment adviser representative in the United States.
Unlike review sites or lead-generation platforms, AdvisorOS is built entirely on public regulatory data from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA BrokerCheck. This means every advisor in our directory is verified through official registration records — not self-reported profiles.
Our research team analyzes this data to produce original insights on the financial advisory industry, including fee trends, credential distribution, market concentration, and firm characteristics.
Need a specific data cut for your story? We can provide custom analysis by state, city, credential type, firm size, fee model, or any combination. Typical turnaround: 1-2 business days.
When citing AdvisorOS data, please use the following attribution:
The AdvisorOS name and logo may be used in editorial coverage with attribution. For logo files or brand guidelines, contact press@theadvisoros.com.
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