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Top-Rated Financial Advisors

TU Trust Tracker Index compiles data from reviews, trends in online popularity, domain stability, and domain authority to identify the most trusted financial companies.

Financial Advisory and Planning Services with highest Trust Tracker
Score
The Trust Tracker Index, measures the trustworthiness of financial companies. It is based on these 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)
  • Web Mention Index (analyzing the number of backlinks and online references)
Each score is evaluated on a 5-point scale. Learn more about the assessment criteria.

Updated on July 2025
1-20 of 3335 results
  • Rocket Loans
    Rocket Loans
    Detroit, United States
    1
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    5 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.9/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Veterans United Home Loans
    Veterans United Home Loans
    Columbia, United States
    2
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    5 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.9/5
    • Customer Loyalty Index
      This 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.
      4.8/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • ELFI
    ELFI
    United States
    3
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.9 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.9/5
    • Customer Loyalty Index
      This 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.
      4/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      4.8/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Kin Insurance
    Kin Insurance
    Chicago, United States
    4
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.9 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.8/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Biz2Credit
    Biz2Credit
    New York, United States
    5
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.9 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.7/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • National Debt Relief
    National Debt Relief
    New York, United States
    6
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.9 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.7/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • FXStreet
    FXStreet
    Barcelona, Spain
    7
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.9 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.6/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Freedom Debt Relief
    Freedom Debt Relief
    San Mateo, United States
    8
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.9 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.6/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • CASH 1
    CASH 1
    Phoenix, United States
    9
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.8/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      4.8/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Choose Energy
    Choose Energy
    Fort Mill, United States
    10
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.5/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Advance America
    Advance America
    United States
    11
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.9/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      3.5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Consolidated Credit
    Consolidated Credit
    Fort Lauderdale, United States
    12
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.7/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      3.8/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Compare.com
    Compare.com
    Richmond, United States
    13
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.7/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      4.6/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Own Up
    Own Up
    Boston, United States
    14
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.8/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      3.7/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • LendingTree
    LendingTree
    United States
    15
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.4/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Helcim
    Helcim
    Calgary, Canada
    16
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.4/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      4.9/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • OFX
    OFX
    Sydney, Australia
    17
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.5/5
    • Customer Loyalty Index
      This 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.
      4.8/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • Ria Money Transfer
    Ria Money Transfer
    Buena Park, United States
    18
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.3/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • MoneyGram International
    MoneyGram International
    Dallas, United States
    19
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.3/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      5/5
    • Domain Stability Score
      This 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.
      5/5
    Industry
  • JG Wentworth
    JG Wentworth
    United States
    20
    Overall Trust Index
    The 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).
    Each score is evaluated on a 5-point scale. Learn the assessment criteria in details
    4.8 /5
    • User Reviews Score
      This score is derived specifically from verified user ratings on Trustpilot, offering insight into customer satisfaction.
      4.8/5
    • Customer Loyalty Index
      This 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.
      5/5
    • Popularity Score
      The 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
      5/5
    • Web Mention Index
      This 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.
      3.2/5
    • Domain Stability Score
      This 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.
      5/5
    Industry

How to Choose a Financial Advisory Service?

Choosing the right financial advisory service is essential for achieving your financial goals. Follow these steps:

  • 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.

  • 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.

  • 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.

  • 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.

  • United States

    In the United States, organizations such as the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) oversee financial advisors, planners, and consulting firms. This regulatory oversight requires transparency, ethical practices, and consumer protection.

  • Outside the United States

    It is imperative that a financial planner complies with local regulations. While reviews and ratings are valuable, checking a firm's regulatory status adds an extra layer of security.

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.

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