We reference millions of public datapoints from trusted public sources to ensure the accuracy and reliability of the data.
This includes federal, state, and county level resources like FINRA BrokerCheck, and The SEC’s Investment Adviser Public Disclosure (IAPD) database to give you a comprehensive view of advisors.
In addition to these external sources, we incorporate information directly provided by advisors, such as their bio, contact information, services offered, areas of expertise, fee structure, and minimum asset requirement. This self-reported data complements the information we gather from external sources.
While we rely on advisors to ensure the accuracy of their self-reported information, we encourage users to verify details directly with the advisors if needed.
This multi-source approach ensures you have the most current and complete information to make informed decisions about your financial advisor.