Upgrade your advisor and reduce your fees.

$227+ million

Member Portfolios Analyzed

$22 billion

AUM of RIA Firm Partners

As featured in a case study by:

*The Rainbook Advisor Analyzer® leverages connections facilitated by Morningstar's ByAllAccounts.

Over 700,000
Financial Advisors

Most 'financial advisors' are registered brokers, taking commissions. Only 12% of advisors are a true fiduciary and all of the Rainbook Advisor Network are true fiduciaries. Rainbook provides you with an unbiased evaluation of your advisor and ongoing monitoring for free.

Evaluate my advisor Find an Advisor

Uncover Hidden Fees

Hidden layered fees are embedded in nearly every portfolio. These fund charges and load fees can often be excessive, and some cases, outright predatory.
‍

Evaluate my advisor Find an Advisor

Security

All data is protected with AES-256 encryption. The platform is a read-only interface, completely non-transactional. We add an extra layer of security through Two-Factor Authentication (2FA) to verify your identity and ensure that only you have access to your account.
‍

Learn More

Six factors
to determine alpha:

Performance
Fees
Independence - Credentials
Engagement & Trust
Statement Quality
Alternatives

Teamwork:
1 + 1 = 3

"Two people who collaborate well will be about three times as effective as each of them operating independently."
- Ray Dalio, Principles: Life and Work

Visit the RainBlog, where we unveil key insights
for a renewed advisor relationship.