About our data
Advisable is a free directory of SEC-registered investment advisory firms, built from public SEC filings. It is a directory, not an advisor. Each page links to the official record so you can check it.
Official SEC data
Each fact is a public SEC filing, and the page links to that record.
Updated when firms file
Each firm page shows the firm's latest filing date and the date of the SEC data shown.
How lists are ordered
Lists are A to Z unless the page says they are sorted by distance. A distance sort shows the closest firms first, by straight-line distance from the center of your ZIP code. Paying, claiming or editing a profile never changes the order.
Paid ads
This directory does not show paid ads.
What the labels mean
- SEC-registered firm
- A firm registered with the SEC. Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
- How it is paid
- The pay types a firm reports: percentage of assets, hourly, fixed or flat fee, commissions, performance-based, or other.
- Assets
- Regulatory assets under management: the assets a firm manages on an ongoing basis.
- Serves
- The client types a firm reports, such as individuals or high net worth individuals.
How current it is
Firms update their own SEC filings. Each firm page shows the firm's latest filing date and the date of the SEC data shown.
What these pages leave out
An office is shown as its city and state. Street, suite, and ZIP are not shown, and there is no map link.
Report an error
Email info@advisable.finance with the page address.
Firms registered with the SEC in the last 12 months
Browse firms in Denver, Austin, or New York
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.