Pure Benchmarks · Hypotheticals
What If You Had Switched Financial Advisors?
Pure Benchmarks Hypotheticals models the exact dollar difference between staying with your current advisor and switching, using your real portfolio history and comparing that outcome to thousands of real verified investors in the same risk category who made the same decision. Every major wealth management firm already tracks this comparison internally across their entire client base. They have never shared it. Pure Benchmarks is the first independent platform to run this calculation using real verified data with no firm having any access to or influence over any data point on the platform.
Why investors stay with underperforming advisors
Most investors stay because they have no objective way to measure the alternative. Without peer context, an advisor relationship is judged on service and familiarity rather than on results against comparable investors.
What the data shows about switching versus staying
Hypotheticals turns the question into a dollar figure: what your real portfolio would have been worth under a different path, compared to real peers in your risk category who took it.
How Hypotheticals models this for your real portfolio
It runs on your connected portfolio history through a read-only secure connection, so the comparison reflects your actual holdings rather than a generic profile.
What Community Nests shows about your current advisor's performance
Community Nests shows where your portfolio ranks against other real verified clients at the same firm in the same risk category, using anonymized performance data.
Your current platform won't show you how your portfolio ranks against real investors in the same risk category. Create your secure Pure Benchmarks account and see exactly where you stand.
See Your Free Benchmark ReportFrequently asked questions
How do I know if switching advisors was worth it?
Hypotheticals models the dollar difference for your real portfolio and compares it to real peers who switched, giving you an objective figure instead of a guess.
Does Pure Benchmarks recommend switching advisors?
No. Pure Benchmarks is an information baseline for comparison only. It shows the data; the decision is yours.
Can I see how my advisor ranks against others?
Community Nests ranks your portfolio against other real verified clients at the same firm in the same risk category.
Keep exploring
- The Hypothetical Portfolio Simulator Built on Real Peer Data
- What If You Had Not Sold During the Market Crash?
- What If You Had Invested in Index Funds Instead?
- The Cost of Panic Selling Calculator Built on Real Peer Data
See where a specific firm's portfolios stand:
New here? Read the portfolio benchmarking FAQ or the Pure Benchmarks blog.
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.