AdvisoryHQ was launched in 2015 and is a review and ranking media for the financial advisory, investment, and wealth management sectors. AdvisoryHQ uses a “Top-Down Advisor Selection Methodology” based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. AdvisoryHQ’s review and ranking articles are independently researched and written. Using publicly available sources, AdvisoryHQ identified a wide range of financial advisors, registered investment managers, wealth managers, and financial planners that provide services in the Greater Boston area. After developing a comprehensive list of firms, the AdvisoryHQ review team applied initial methodology filters to narrow down the list. The initial filters include fee structure (fee-only vs. fee-based vs. commission-based structures), fiduciary duty, independence (a situation that minimizes conflict of interest issues) and scale of innovation (the degree to which advisors are constantly improving their services and business practices). Following the initial filtering process, AdvisoryHQ’s review team then conducted a deep-dive assessment of the remaining advisors to select the final list of top-ranking advisors, planners and wealth managers. When performing their deep-dive assessment and due diligence, the team applied the following selection filters: Resource availability (including the advisor to client ratio); Experience level; Transparency; Customized Services; Quality of Advisor’s website; Open door policy (i.e. firms that encourage clients to ask questions); and Audience (with a focus on those advisors and wealth managers who cater to and work with individuals and families).