Top-Rated Financial Advisors
Top-Rated Financial Advisory and Planning Services
TU Trust Tracker Index compiles data from reviews, trends in online popularity, domain stability, and domain authority to identify the most trusted financial companies.
- Domain Stability Score (measuring domain age and reliability)
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot)
- Customer Loyalty Index (reflecting customer retention and satisfaction)
- Popularity Score (tracking online searches and mentions)
- Web Mention Index (analyzing the number of backlinks and online references)
Updated on July 2025
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Detroit, United States1Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
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User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
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Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
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Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
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Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
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Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Columbia, United States2Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
United States3Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Chicago, United States4Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
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User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
New York, United States5Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
New York, United States6Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Barcelona, Spain7Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
San Mateo, United States8Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Phoenix, United States9Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Fort Mill, United States10Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
United States11Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Fort Lauderdale, United States12Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Richmond, United States13Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Boston, United States14Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
United States15Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Calgary, Canada16Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Sydney, Australia17Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Buena Park, United States18Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
Dallas, United States19Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry -
United States20Overall Trust IndexThe Overall Trust Index is based on multiple factors, including the following individual metrics:
- Domain Stability Score (measuring domain age and reliability),
- User Reviews Score (aggregating positive and negative feedback from trusted sources like Trustpilot),
- Customer Loyalty Index (reflecting customer retention and satisfaction),
- Popularity Score (tracking online searches and mentions),
- and the Web Mention Index (analyzing the number of referring domains and online references).
-
User Reviews ScoreThis score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
-
Customer Loyalty IndexThis index reflects the level of customer loyalty to a company based on the ratio of positive to negative reviews, while also factoring in the company’s responses to negative feedback. This parameter helps evaluate how satisfied customers are with the company's products or services.
-
Popularity ScoreThe popularity score is based on website traffic, user engagement statistics, compared to previous periods to evaluate growth or decline. The data was obtained using Similarweb, a comprehensive SEO platform that provides insights into website performance, keyword analysis, and competitive research
-
Web Mention IndexThis index measures how frequently a company or its website is mentioned across external sites, typically through referring domains. This index reflects the online visibility and reputation of the company, indicating how often it is cited or discussed in various digital platforms.
-
Domain Stability ScoreThis score assesses the reliability and consistency of a domain over time, typically based on factors such as the age of the domain, the frequency of ownership changes, and any periods of downtime or suspension. A high score indicates that the domain has been stable, with consistent operation and ownership, which can suggest trustworthiness and longevity in the digital space.
Industry
How to Choose a Financial Advisory Service?
Choosing the right financial advisory service is essential for achieving your financial goals. Follow these steps:
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A Review of Customer Reviews (Trust Tracker)
Trust Tracker collects reviews of financial advisory and planning services from trusted sources like Trustpilot, highlighting responsiveness, customer support, and service options. High ratings and positive reviews reflect strong trust, attentive support, and effective problem-solving processes.
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Evaluate Services and Specialties
Financial advisors offer a range of services, from basic budgeting assistance to comprehensive financial planning. Make sure the advisor's expertise aligns with your goals, whether you're focused on retirement, wealth management, or tax planning.
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Understand Fee Structure
Advisors charge in various ways, such as a percentage of assets managed, flat fees, or hourly rates. Ensure you understand how fees work, as this can impact overall costs and transparency.
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Consider Communication and Support Style
Choose an advisor who communicates clearly and is available to answer questions regularly. Whether you prefer in-person meetings or digital communication, a good fit will ensure smoother, more effective planning.
How Are Financial Advisory and Planning Services Regulated?
Regulation is important to ensure that financial advisory and planning services meet strict standards to protect your interests.
Our Methodology
We use independent, trusted sources to provide objective ratings of financial advisory and planning firms. Primary data sources include client reviews, online interactions, and credibility metrics to assess trustworthiness and service quality.
FAQs
What's the difference between a financial planner and a financial advisor?
Financial planners generally focus on creating comprehensive strategies to cover all aspects of your financial life, from budgeting to retirement and estate planning. Financial advisors, on the other hand, often specialize in specific areas such as investment management, retirement planning, or tax strategies. While both professionals aim to help you achieve financial goals, a financial planner provides a broader scope, whereas a financial advisor may offer in-depth expertise in particular areas.
What should I look for in a financial planning company?
Important factors include regulatory compliance, which ensures the company meets industry standards and protects your interests. Look for strong client satisfaction ratings, as these can reflect the company's track record in client service and goal achievement. Transparent fee structures are also critical to understanding the costs involved and avoiding hidden fees. Finally, consider the firm's experience in areas directly related to your goals, such as retirement or wealth management, as this expertise can significantly impact your financial outcomes.
Can a financial advisory firm help with tax planning?
Yes, many financial advisory firms integrate tax planning into their broader services, especially for clients interested in wealth preservation and estate planning. These strategies can help optimize tax obligations and maximize savings over time. However, the extent of tax planning services varies by firm; some may collaborate with tax professionals or offer dedicated tax advisors as part of their team.
Can I switch advisors if I'm not satisfied?
Absolutely. It's common practice to review an advisor's performance annually, and many clients choose to switch if their needs are not fully met. Look at reviews and compare regulatory records when exploring alternative advisors, as these insights can help identify a firm with a better fit for your financial goals and expectations.