Our Mission

Founded in 2022 by former wealth management professionals, Advisors & Investors provides high-net-worth individuals with the independent, data-driven research they need to make informed decisions about wealth management.
"We believe every investor deserves access to transparent, unbiased information about wealth management advisors and their practices."

Comprehensive Directory

Access detailed profiles of 6,700+ registered investment advisors with assets under management, client data, and fee structures.

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Industry Rankings

View the latest Forbes and Barron's rankings of top wealth management firms and RIAs with detailed performance data.

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Educational Resources

Learn about wealth management with expert guides covering advisor selection, fee structures, and investment strategies.

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Location: Beverly, MA 01915

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Whether you're looking for your first wealth advisor or considering a change, we provide the research and insights you need to make the right choice.