About AdvisoryHQ

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If your firm has been ranked by AdvisoryHQ News, click below to request your FREE award emblem. Unlike other ranking companies, AdvisoryHQ does not charge for the use of its award emblems, ever.

AdvisoryHQ's Top Ranking Reviews

Each year, AdvisoryHQ's editorial, research, and ranking teams conduct extensive due diligence to identify, select, and rank the top companies in various industries, including financial services, wealth management, banking, investment management, accounting, consultancies, retail, financial advisory, and education, amongst others.

Our focus is on the everyday consumer. All of our research and top ranking publications are conducted from the end user and consumer's perspective. And, best of all, we publish our top ranking reviews for anyone to view for free.

How Winners are Selected (Ranking Process)

When reviewing companies, the decades-old processes and methodologies used by firms like Dun & Bradstreet, The Wall Street Journal, Barron’s, U.S. News, Bankrate, Vault, Forbes, and NerdWallet have mostly been based on three key pillars: data, analytics, and public record filings.

To generate a more reflective ranking, AdvisoryHQ went beyond fees, ratios, data, and metrics. We developed ground-breaking and multi-prong "Top-Down Review & Ranking Methodologies" that are carried out by actual people (our research and editorial teams) versus by online systems or machines.

Our top ranking methodologies are based on a wide range of filters including: quality of services provided, overall value provided, transparency, customized services, history of innovation, customer experience (positive and negative), level of independence, team excellence, and many more.

Simplifying Online Research for Consumers

Searching for top rated financial advisors, banks, accounting firms, consultanties, retailers, and other services can be a daunting undertaking for a consumer, especially if you are unfamiliar with the landscape of that particular sector.

Consumers shopping for products, services, and information typically conduct extensive research before making a decision. Individuals will visit many websites multiple times; research firms & providers; and compare accounts, services, and plans across multiple companies.

AdvisoryHQ is committed to simplifying the research that consumers conduct before choosing a top provider, firm, service, or product. 

AdvisoryHQ's Objectivity and Value Proposition

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.

Consumers and Professionals alike Appreciate Our Objectivity

“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 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

AdvisoryHQ is not a Financial Advisory or an Investment Firm

The content provided on AdvisoryHQ.com is provided for news/informational purposes only and is not to be regarded as financial or investment advice.

AdvisoryHQ is not a financial advisor, Registered Investment Advisor, broker/dealer, wealth manager, financial consultant/analyst, securities broker or any type of financial advisory firm. AdvisoryHQ is not responsible for any investments or financial decisions made by you.

Please review our Terms carefully, as by accessing or otherwise using this site you are agreeing to be bound contractually by the Terms stipulated here.