About Advisor Index
An independent directory of financial advisers, built from each country's official registers. No firm pays to be listed or to rank higher.
Who publishes the site
Advisor Index is published by HappyInvest SASU (French company no. 918 662 305), which also runs CGP Services, a branding and visibility agency for advisers, and the French directory annuaire-cgp.fr.
Benjamin · founder
Former private banking adviser (TD, Société Générale Private Banking). He writes the blog articles and the barometers.
Where the data comes from
| Country | Source |
|---|---|
| French-speaking Switzerland | FINMA and supervisory organisation registers (authorised wealth managers), commercial register |
| Belgium | FSMA register (banking, investment and insurance intermediaries), Crossroads Bank for Enterprises |
| Singapore | Monetary Authority of Singapore (MAS) register |
| Canada | firm websites showing their registration (AMF, CIRO), public advisor locators of the wealth management networks |
| France | ORIAS register and SIRENE company register, on annuaire-cgp.fr |
City page figures (income, taxes, housing, rents) come from each country's statistics offices and tax authorities, cited under each table and refreshed every quarter.
How lists are ranked
Lists are alphabetical. "Top advisers" rankings use only public criteria shown on the page (register status, years in business, published specialties, Google reviews). No firm pays for its position.
Correcting a profile
A firm can claim its profile or report an error from its page: corrections are made within one business day. Contact us