Inclusion for RIAs in this Directory and Opt-Out Policy
Directory Inclusion:
Our directory contains the same public information provided to consumers thru the Securities Exchange Commission (SEC) website.
Financial Advisor firms have been selected for inclusion based on the following criteria:
* The firm has a physical office location within the United States
* The firm is currently registered with the SEC through FINRA as a Registered Investment Advisor (RIA)
* The firm marked their ADV Disclosure Form (Part 1a) as being an independent financial advisor firm
Each firm included as a ‘basic’ listing or a ‘featured’ listing may opt-out at any time by contacting us at info@AllFinancialAdvisors.com
We will then remove their listing from our directory.
To Become A “Featured Financial Advisor” Within This Directory:
If a firm desires to have a ‘Featured Listing’ within our directory, we will upgrade their basic listing to include 3 color images, a company logo and up to 750 words of content to describe their firm’s practice.
For this upgrade, please contact us at: info@AllFinancialAdvisors.com
Thank You.
