About AdvisorStat and Our Financial Advisors


AdvisorStat is a registry of financial advisors nationwide that identifies and introduces viable financial advisors to investors. Because of the personal nature in deciding upon the right advisor, AdvisorStat uses a proprietary formula (also know as an algorithm) along with some human intuition to introduce appropriate advisors to an investor.

The AdvisorStat process assists individuals with identifying and recognizing possible advisory relations. Based on a user-friendly process of questions and results known as the AdvisorStat survey.

Our anonymous survey process helps identify both an advisor’s and investor’s characteristics and what philosophies and ideas they may actually have in common........sounds almost like a dating service. This is so because we believe that the actual personal relationship that advisors and investors have is more important than an advisor’s results in managing assets.