Inclusion for RIAs in this Directory and Opt-Out Policy
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