For Advisors
Stand out where clients are looking
Over 14,000 SEC-registered fiduciary advisors are listed in our directory. Get verified, receive leads, and stand out from competitors.
| Feature | Free | Verified$149/mo | Most PopularPro$299/mo | Elite$499/mo |
|---|---|---|---|---|
| SEC-verified profile | ||||
| Fee & compensation transparency | ||||
| Verified badge on listing | — | |||
| Editable profile (bio, website, contact) | — | |||
| Priority placement in search | — | |||
| SEC verification display | — | |||
| Client leads forwarded to inbox | — | — | ||
| Monthly performance report | — | — | ||
| “Responds Quickly” badge | — | — | ||
| Featured on state page | — | — | ||
| #1 placement in your city | — | — | — | |
| Homepage featured listing | — | — | — | |
| First to receive hot leads | — | — | — | |
| “Top Rated in [City]” badge | — | — | — | |
| Competitors cannot outrank you | — | — | — |
Ready to claim your profile?
Search for your firm by name or CRD number, then click “Claim This Listing” on your advisor profile page.
Find your listingCommon questions
How is my listing verified?
We verify ownership by sending a confirmation link to your registered business email. Your SEC CRD number is cross-referenced to ensure accuracy.
Can I cancel anytime?
Yes. Subscriptions can be cancelled at any time from your secure checkout portal. Your listing reverts to the free tier at the end of the billing period.
How do leads work?
Prospective clients submit a consultation request through our directory. Pro and Elite advisors in the same city receive the lead via email with the client's contact information.
Does claiming change my SEC data?
No. All SEC-sourced data (fees, AUM, disclosures) remains unchanged. Claiming only unlocks additional profile fields like custom bio and website link.