Get an advisor background checkWe provide details about legal action taken against advisors so that you can be aware of their history.
Look through client reviewsDid you know reviews of advisors were illegal until November 2022? We are working to collect reviews to help you make more informed decisions.
Find crucial business informationOnesta collects and processes every advisor’s SEC registration data (form ADV) for your benefit.
Get to know an advisor personallyAdvisors can claim their profile and provide personal information so you can get to know them before making a decision.