(Frequently Asked Questions & Answers)
- About AdvisoryHQ
- Get a Free Award Emblem For Your Ranking
- Request a Ranking
- Request a Review
- Editorial Calendar
- Promoting Your Award
- Corrections Requests
- Personalized Pages
- Award Criteria Disclosure
- How Long Does a Firm Remain on Our Ranking?
- Do Firms Pay for Their Ranking?
- Do Firms Have a Say in Their Ranking?
- Can Firms Request to be Removed
Request a Ranking
Can anyone submit a request to AdvisoryHQ for us to consider adding a firm to our “Top Ranking” publications?
Yes, we often receive emails from firms and professionals requesting AdvisoryHQ to consider their firms for inclusion into our ranking publications.
Unlike other publishers that require extensive forms to be completed in order to be considered, AdvisoryHQ utilizes highly advanced methodologies and defined processes for identifying, screening, selecting, and ranking companies. In addition, our breakthrough Top-Down Company Selection Methodologies are carried out by actual people (our editorial, research, and due diligence team) versus by online systems or machines. Our ranking articles are always 100% independently researched and written.
In fact, most firms do not even realize that they are being considered and reviewed by AdvisoryHQ until after our ranking publication has been completed and published to the public.
- Less than 1% of “considered” firms are selected for inclusion in our top ranking publications
- AdvisoryHQ is currently in the process or reviewing firms for our 2022-2023 rankings. See our editorial calendar for when we’ll be ranking firms in your city/state/country.
- You also have the option of asking AdvisoryHQ to conduct a S.W.O.T Review of Your Company
For a 2022-2023 ranking consideration:
- First, review our selection methodologies to ensure that the firm meets our selection criteria.
- Then click on the “Request a Ranking Consideration” button below
- Email subject: Request a Consideration for AHQ’s 2022-2023 Ranking
- In your email, please list the various reasons you feel the firm should be considered by AdvisoryHQ.
You can also click on the “Request a S.W.O.T Review of Any Company” button below for information on our review services for finance-related organizations (wealth management firms, financial advisors, small-mid sized banking firms, accounting firms, and mid-sized consultancies). Requesting this report for your firm allows you to identify external weaknesses that you might not even realize are impacting your organization. It also includes an objective comparative analysis of how your company compares to its nearest competitors.
Note that competitors can also request a PRIVATE S.W.O.T Investigative Review of your organization for strategic competitive planning reasons.
Click below to request a Ranking or a Review:
2022-2023 Editorial Calendar
Starting with 2020, AdvisoryHQ will be publishing its ranking publications on a biannual basis.
Below are the timeline dates for when AdvisoryHQ will begin collecting information, conducting research, performing due diligence, and publishing its 2022-2023 rankings of the best companies in various industries.
Please note that these dates will change slightly based on various factors. As such, kindly bookmark this page and check back often to get the latest timeline dates.
Selected firms that make it into AdvisoryHQ’s top-ranking lists are reviewed and ranked relative to other firms in the same location, industry, or sector, and they remain on our list for 2 years.
(Analysis, Due Diligence, & Research)
(Publishing & Notification)
July 2022 – July 2023
Free Award Emblem
AdvisoryHQ grants firms permission to use the award emblem associated with their firm’s review and ranking for free. We do not charge for the use of our award emblems.
We only ask that you give credit to AdvisoryHQ News (the publisher) by linking back to the article page in which your firm has been reviewed/ranked. 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 the award emblem directly on your website, blog, or intranet
- Add the award emblem to your company’s email signature
- Share the emblem with clients and prospects, and integrate it into corporate sales, brochures, and marketing materials
- Share on social media
If your firm has been reviewed or ranked by AdvisoryHQ, click on the “Request Your Free Award Emblem” button below to request your free award emblem.
Promoting Your Award and Recognition
There are many ways to promote your AdvisoryHQ award and recognition:
(1) You can place the award emblem on your site’s homepage, blog, or site footer
(2) You can promote the recognition using a blog post.
Examples of lead-in blog posts
(3) You can promote your award emblems via social media.
(4) You can issue press releases:
Can firms request corrections to their reviews or rankings?
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 do not consider “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 in 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 receive 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.
(1) For Minor Corrections (1-4 Errors):
- Just point out the incorrect data/figures on your message.
(2) For Major Corrections:
- Copy the “review content” that we published about your firm onto an MS Word document (include your firm’s name).
- Make the necessary changes/corrections using track changes.
- Please only focus on the section that we posted about your firm. Please do not copy and paste the whole “top ranking” article!
- 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.
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 highlighted in green font color.
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.
AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top-ranked 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 their 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 firms that are 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 company strengths, trustworthiness, transparency, professional reputation, managed assets, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more.
Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms.
The award criteria take 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 the performed assessment, AdvisoryHQ’s 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.
How Long Does a Firm Remain on Our Ranking List?
Selected firms remain on AdvisoryHQ’s list for two years until the next biannual review, at which time each firm 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 in the biannual review as a top firm/product may not make the list in the future.
Note: Our focus is on the everyday consumer. All our research, ranking, and review publications are drafted from the viewpoint of the consumer. We’re dedicated to comprehensiveness, transparency, objectivity, and clarity in how we work.
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.
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.”
“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
Do Firms Have a Say in Their 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.”
See the FAQ section on a firm’s ability to request corrections to their reviews.
Can Firms Request to be Removed?
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 requested changes.
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