FAQ Page and AdvisoryHQ Policies

AdvisoryHQ Policies and Frequently Asked Questions 

Click on any of the links below to jump directly to that section:

About AdvisoryHQ

AdvisoryHQ News was launched in 2015 and has since become one of the fastest-growing review and ranking media with hundreds of thousands of monthly viewers, and a 1150%+ growth rate.     

Read more about our growth here: Overview of AdvisoryHQ News.  

Get a Free Award Emblem

AdvisoryHQ grants firms the permission to use the award emblem associated with their firm's review and ranking for freeWe do not charge for the use of our award emblems. 

The only requirement is that you link back to the article page in which your firm has been reviewed/ranked, which gives credit to AdvisoryHQ (the original creator and author). Citing a source when using an author's content or a creator's intellectual property benefits your credibility, as well as helps you avoid plagiarism.

See below for samples of our award emblems. If your firm has been reviewed or ranked by AdvisoryHQ, click the "Request Your Free Award Emblem" button below to request your free award emblem.


From sharing with clients/consumers to including it on corporate marketing materials, an award emblem is a great way to trumpet your firm's recognition.

  • Post directly on your website, blog, or intranet
  • Share with clients and prospects
  • Integrate into corporate sales, brochures, and marketing materials
  • Share on Google+, Twitter, Facebook, and LinkedIn

What AdvisoryHQ says counts! AdvisoryHQ receives millions of viewers, and 57% of our viewers selected a company or product as a result of seeing a review of that firm on AdvisoryHQ.

Request Free Emblem Button

Sample Award Emblems

Top Rated Bank Award Emblem-min

Top Rated Credit Union Award Emblem-min

Award Emblems1-min Award Emblems2                

Request Free Emblem Button

How to Promote Your Award and Recognition

There are many ways in which firms/individuals promote their award emblems and recognition, including the below:

(1) You can place the award emblem on your site's homepage, news page, blog, site footer, or other locations across the site.  

The URL to the ranking page on AdvisoryHQ is inserted as a hyperlink to the image.

Promoting AdvisoryHQ Award Emblem (1)-min

Financial Synergies Asset Management Homepage

(2) You can promote the award emblem and recognition using a "lead-in blog post." A lead-in blog post is basically a summary of something.

Please note that AdvisoryHQ's content is copyrighted. Please refrain from copying content directly from our website and posting it on your website.

Instead, you can summarize the recognition and post that summary on your site as a "lead-in blog post"; then, you can add a link to the ranking publication so your readers can click through and read the complete review.

See the images below for examples: 

Examples of lead-in blog posts

Promoting AdvisoryHQ Award Emblem (Yeske)-min

Yeske Buie was named one of the Top 11 Financial Advisors in San Francisco by AdvisoryHQ!

Promoting AdvisoryHQ Award Emblem (Janiczek)-min

Janiczek Wealth Management has been named one of the Top 12 Financial Advisors in Denver, Colorado, by AdvisoryHQ.

(3) Firms also promote their award emblems via social media.

Promoting AdvisoryHQ Award Emblem (Social Media)

(4) Some firms issue press releases to promote their award and recognition. Examples below:

Promoting AdvisoryHQ Award Emblem (NorthStar)-min

Northstar Investment Advisors: 2016 Ranking of Colorado’s Top Wealth Advisors.

Promoting AdvisoryHQ Award Emblem (DB Root)-min

D.B. Root & Company was named one of Pittsburgh’s Top 10 Best Financial Advisors by AdvisoryHQ News.   

Click below to request your free award emblem.

Request Free Emblem Button

Get a Personalized Page    

Click here for detailed information on how to get a personalized page on AdvisoryHQ: Get a Personalized Page.

Get an E-Print of Your Review or Ranking (Licensing Permission)  

Click here for detailed information on how to request an E-Print from AdvisoryHQ: Get an E-Print

Award Criteria Disclosure

The U.S. Securities and Exchange Commission requires registered investment managers to disclose the criteria for any awards and recognition they have received. If your registered investment firm has been rated by AdvisoryHQ News, you can use the verbiage below. 

However, you don't have to be a registered investment advisor to use the verbiage that we have provided below.

Anyone can use the below verbiage on a press release, on their social media page, or on any promotional platform when promoting the award and recognition received from AdvisoryHQ.

Content can also be used from our methodologies.



AdvisoryHQ uses a 4-step selection methodology for identifying, researching, and generating its list of top ranking firms. 

AdvisoryHQ's review and ranking articles are always 100% independently researched and objectively written. 

Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after our reviews have been completed and published to the public. 

Below is a step-by-step overview of AdvisoryHQ's methodology process.

Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of products or firms providing services in a designated area (city, state, or local geographic location).

Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include a firm’s fee structure, fiduciary classification, level of independence, transparency, and objectivity.

Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms.

The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.

Step 4: Based on the results of AdvisoryHQ’s assessment, our research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.      

Click here for additional information on AdvisoryHQ's Selection and Ranking Methodologies.

Can Firms Request Corrections to Their Reviews?

Yes, firms that have been reviewed and ranked by AdvisoryHQ can and sometimes do send us requests for corrections to be made to their reviews.

Please note that we will only accept "correction requests." We will not consider any "addition requests" (for example, asking us to add content to your review). 

An example of an acceptable correction request is a request to change/update incorrect information that AdvisoryHQ has included on your firm's review/ranking.

All requests should be sent to our editorial support team (see email below).

Note: AdvisoryHQ’s support and editorial team receives a large number of emails, calls, and voicemails each week, so the best and quickest way to let us know about a correction or update is to follow the below process:

For Minor Corrections (1-2 Errors):

  1. Just point out the incorrect data/figures on your email.

For More Than 2 Corrections (3+ Errors):

  1. Copy the “review content” that we published about your firm onto a MS Word document (include your firm’s name).
  2. Make the necessary changes/corrections using track changes.
  3. Please only focus on the section that we posted about your firm. Please do not copy and paste the whole “top ranking” article!
  4. Follow up with us in 48-72 hours if you don’t get a response to your initial email.

Upon receiving your updates, our review team will conduct an objectivity review and make the necessary updates to the live publication.

Please send any correction request edits in a MS Word attachment to:


 Please send any correction request edits in a MS Word attachment to the email address above. 

AdvisoryHQ's Methodologies  

Click here for a detailed review of AdvisoryHQs methodologies.

Do Firms Have a Say in Their Review & Ranking?

Yes and no.


Most firms do not even realize that they are being reviewed by the AdvisoryHQ News staff until after our review and due diligence have been completed and published. We then send the selected firms a heads-up email, informing them that AdvisoryHQ has reviewed and included their firm on our top ranking list.

Consumers and professionals alike appreciate the objective structure and approach that AdvisoryHQ utilizes. Here is a media release from Sunrise Advisors regarding AdvisoryHQ:

“We feel privileged to be a part of this elite group of firms ranked by AdvisoryHQ,” said David Walsh, JD, CFP®, Director of Family Office Services. “It makes it even more meaningful that advisory firms were not able to influence AdvisoryHQ’s rankings in any way. We weren’t even aware of our consideration by AdvisoryHQ until we were notified of our selection. With too many rankings or reviews based on a single metric (like firm size) or coming as a result of ‘pay-to-play’ advertising swaps, AdvisoryHQ’s process is importantly unbiased, objective, and consumer-centric.”

Read more comments here: AdvisoryHQ’s Objective Approach


See the FAQ section on a firm’s ability to request corrections to their reviews. 

Can Anyone Request a Ranking of a Firm or Product?

Yes, AdvisoryHQ often receives emails from firms, professionals, and individuals requesting AdvisoryHQ to consider firms or products for inclusion into our ranking publications.

See Also: Request a Review of Your Firm

Please note that AdvisoryHQ does not review firms or products for the purpose of negative rankingsOur methodology is to review a wide selection of firms and products and only publish those that meet our criteria for “top ranking” firms and products.

We believe in providing consumers with a comprehensive viewpoint of top performing firms and products. As such, we welcome additional referrals and recommendations if there are firms or products that you believe should be included in our top ranking selection.

Note that AdvisoryHQ is done with its 2017 rankings. Any ranking request will be for AdvisoryHQ's 2018 rankings.

In the meanwhile, you can request a review of your specific firm by clicking here:  ►► Review My Firm ◄◄

If You Want Us to Consider a Firm for our 2018 Rankings:

  • Please send us an email.
  • Email subject: Request a Consideration for AHQ's 2018 Ranking
  • In your email, please list the various reasons you feel the firm should be considered by AdvisoryHQ. 
  • Please first review our selection methodologies to ensure that the referred firm or product does meet our selection criteria.
  • Don't forget to enter the email subject


Click here to request a ranking Email AdvisoryHQ

How Long Does a Firm/Product Remain on the Top Ranking List?

Selected firms or products remain on our list for one year until the next year when we perform our annual review, at which time each firm/product is reviewed and re-ranked or de-ranked in comparison with other firms/products.

AdvisoryHQ continually updates its methodology filters to ensure we are meeting the needs of our consumer audience. As such, a firm or product that is ranked as a top firm/product this year may not make the list next year. 

Note: Our focus is on the everyday consumer. All research that we perform is done from the consumer perspective. Every ranking and review is drafted from the viewpoint of the consumer. We’re dedicated to comprehensiveness, transparency, objectivity, and clarity in how we work, and we are focused on providing specifically for you, the everyday consumer.

Do Firms Pay for Their Ranking?

Firms do not pay for their ranking. Our ranking articles are always 100% independently researched and written. In fact, most firms do not even realize that they are being considered by AdvisoryHQ until after our ranking publication has been completed and published to the public. 

However, firms can request that we review their company and services. This is separate from our ranking program. Firms do pay to have AdvisoryHQ conduct an objective review of their companies. Click here to read more about our "Request a Review" service. Note that a review does not warrant that a firm will be included in any of our ranking publications. In order to be included in any AdvisoryHQ ranking list, firms have to pass our rigorous selection methodologies. 

Also, after we’ve published our top ranking publications to the general public, firms can request to have a separate personalized profile, which incurs a charge; they can also request an E-Print copy of their review, which also incurs a charge. Click here for more information on AdvioryHQ's personalized pages.

Consumers and Professionals Alike Appreciate Our Objective Approach:

“Thank you for the review.  It’s exciting to see a completely independent ranking company! I appreciate what AdvisoryHQ is doing and appreciate the objective review!”

– Nathan Kubik (CIMA®, CPWA®), a Principal at Carnick & Kubik


"We feel privileged to be a part of this elite group of firms ranked by AdvisoryHQ,” said David Walsh, JD, CFP®, Director of Family Office Services. It makes it even more meaningful that advisory firms were not able to influence AdvisoryHQ’s rankings in any way. We weren’t even aware of our consideration by AdvisoryHQ until we were notified of our selection. With too many rankings or reviews based on a single metric (like firm size) or coming as a result of ‘pay-to-play’ advertising swaps, AdvisoryHQ’s process is importantly unbiased, objective, and consumer-centric.”

– Media release by Sunrise Advisors


“I was informed of your website and reviews and want to thank you for your work and AdvisoryHQ’s top-down methodology.  The criteria for selecting advisors is refreshing and long overdue.”       

– Kimberly Curtis (CFP®, ChFC, CLU, CAP, AEP, MSFS), President and CEO of Wealth Legacy Institute 

Can Firms Request to be Removed from AdvisoryHQ’s Rankings?


For questions, please see: Freedom of Press and Media (U.S. Constitution – 1st Amendment (S.1598) 114th Congress, 1st Session of Congress).

You can also view the Freedom of Information Act and the U.S. Privacy Act (U.S. Code › Title 5 › Part I › Chapter 5 › Subchapter II › § 552a 5 U.S. Code § 552a – Records maintained on individuals, agencies and firms).     

However, please let us know if you have any requests for corrections to be made to your firm’s review or ranking,and we’ll be more than happy to make the necessary changes after performing an objective assessment of the requestedchanges.

Click here for information  on requesting corrections or changes. For SEC disclosures, please click here: SEC Award Criteria Disclosure.  

Advertising with AdvisoryHQ

Every day, firms are clamoring to be more discoverable online.

Being featured on AdvisoryHQ provides your firm with exposure to a viewership that includes millions of highly active consumer readers who are sometimes at the decision-making stage. AdvisoryHQ offers the below advertising options that provide firms with the opportunity to promote and showcase their brands and services in an engaging and meaningful way.

Partnerships/Advertising Relationships Accepted:

AdvisoryHQ offers the below types of advertising opportunities:   

  1. Target a Specific Audience
  2. Target a Specific Page or Category

Other Types of Partnerships:

  1. Affiliate Advertising (We are Not Interested) 
  2. Across the Site Advertising (We are Not Interested)
  3. Sponsor a Post (We are Not Interested)
  4. Any Other Type of Partnership/Advertising (No. We are NOT interested.)
  5. Guest Posting (We are Not Interested)

No exceptions will be made.

Target Your Advertisement to a Specific Audience or Page (Scroll Reveal Ad Unit)

Are you looking to target your advertisement to a specific article, category, or audience?

Then a high-impact Scroll Reveal Ad Unit is exactly what you need. A Scroll Reveal Ad Unit ensures 90%-100% visibility to your firm's advertisement and provides you with the highest level of user engagement compared to all other ad types.

Click here or the image below for a quick demo on how it works. 

scroll reveal demo - click here

 How Much Does a Scroll Reveal Cost? See Below to Request a Quote.

Click Below to Request a Quote on a Scroll Reveal Ad Unit

When you are ready to advertise, or if you need more information, please complete our "Request a Quote" form, and we'll send you a quote.

On our "Request a Quote" form page, you'll see the below form. Just enter some basic information, and select the "Scroll Reveal Unit (300 x 600)" box.


Request a Quote Button


Written by AdvisoryHQ