How good is your financial advisor?  

  • See your fees and performance
  • Independence of advisor
  • Option to get matched with a vetted, fiduciary advisor
1. Sign Up for Free
2. Connect Account
3. View Advisor Analyzer® results on your RAIN dashboard
$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.

Rainbook was created to empower the individual investor.  If you hired a financial advisor, they are working for you. Yet surprisingly (or not), only 11% of clients are receiving comprehensive advice from their advisor, even though 50% believe they do*. We found this unacceptable.  Without the data, how do you ensure that you are maximizing the relationship with your  advisor?

After signing up, you can review your results and have the option to view your two matched fiduciary advisors to receive a no cost financial consultation. Each and every advisor on the Rainbook Advisor Network is a fiduciary, legally bound to act in your best interest - all the time. Rainbook believes this should be table stakes when discussing the investor-advisor relationship. Each advisor's work experience is reviewed for disclosures and disciplinary history and is a CFP®, CFA or CPA.

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