Start your search by asking the right questions

AdvisorFit has a thorough questionnaire for the advisors you're considering.


We'll help you understand their answers

Then, you'll be prepared to pick the right fit!


Complete a short form with your basic information, and include a name & email address of the financial advisor you had in mind.


The financial advisor you are evaluating is notified you are interested and is invited to complete a comprehensive online questionnaire.


The completed questionnaire is sent back to you with our automated analysis of the advisor’s answers. Then, you can decide if the advisor is the right fit!

AdvisorFit takes the guesswork out of screening potential financial advisors.

Our process is simple and free.

For those Looking for an Advisor

For Financial Advisors

AdvisorFit helps you get the answers you need from a potential financial advisor.

Our process is simple and free.