Firm Rankings and Ratings
CEFEX is an independent global assessment and certification organization that verifies conformity to conduct and practice standards that are substantiated in laws, regulations and professional best practices that are worthy of the public's trust and confidence.
AdvisoryHQ identifies and ranks investment and financial advisory firms using their breakthrough "Top-Down Advisor Selection Methodology" conducted by their research and editorial teams from an end-user and consumer perspective.
To date, they’ve collected over 300,000 data points on the financial planning industry. Using this data, their Trust Score algorithm automatically scores each firm 1 – 99 for overall trustworthiness, then lists the most important benefits and considerations that Americans should know.