For advisors
Claim your Advisable profile
Confirm you control this SEC-derived Advisable profile. Claiming links the profile to your firm. Adding your own details is part of the paid Claimed Premium plan ($99 a month or $990 a year). After we review your request and check your work email, you can upgrade to Claimed Premium to edit your bio, photo, website, phone and fee note. The Ad plan is coming later. Paid plans are labeled as paid on your profile.
Your firm already has a profile on Advisable, built from public SEC filings. Claim it to link the profile to your firm. The paid Claimed Premium plan lets you add your own intro, photo, website and phone.
We found your profile
Your work details
Claiming links the profile to your firm
It adds a "Claimed by firm" label. It does not add a "Paid" label. Adding your own details is part of the paid Claimed Premium plan ($99 a month or $990 a year). Paid ads are labeled "Paid ad" with the line "This firm pays Advisable to show this ad." No price is ever shown. More on our paid listings page.
Find your CRD on BrokerCheck or in your Advisable profile URL.
1) Submit this form with your work email and CRD. 2) We review your request and check your work email (usually same day). 3) Your profile is linked to your firm and shows a 'Claimed by firm' label. 4) Optional: upgrade on /pricing to edit your bio, photo, website, phone and fee note.
Your firm, how it says it charges, and its services, the way investors see them on Advisable.
Your firm already has a profile built from public SEC filings. Claim it, then upgrade to the paid Claimed Premium plan to add your bio, photo, website and phone, so readers see how you describe your firm next to its SEC facts. Advisable does not refer, screen or send clients, and paying never changes a firm's place in the regular search results.
Plans, if you want more
Free
Your profile, claimed
$0
Claimed Premium
Edit bio, photo, website, phone
$99/mo
or $990/yr
Ad
Coming later: a spot in a labeled Sponsored section above the regular search results on city and fee-type pages
$199/mo
or $1,990/yr
Paid ads are labeled "Paid ad" with the line "This firm pays Advisable to show this ad." No price is ever shown. How paid listings work
