Help Center

What is Advisable?

Advisable is a free directory of investment advisor firms that file with the SEC, and the advisors who work at them. You can search by ZIP or name, or answer a short “Help me choose” filter (about what you need, where you are, how you prefer to pay, and firm size) to narrow the directory. Profile facts start from public SEC filings. Advisable does not provide investment or legal advice, and a filtered list is not a personalized recommendation.

Where does the profile data come from?

Most profile facts start from public SEC filings. Firms report those filings themselves. If something in the official record is wrong, the firm has to fix it with the SEC, and Advisable updates after the SEC publishes the change. Firms can also add their own details on Advisable, separate from the SEC form: • Free claim (live today): links the profile to the firm and can show a “Claimed by firm” label. It does not by itself replace SEC facts with a custom bio. • Claimed Premium ($99/month): the paid plan for firm-added details such as a bio, photo, website, phone, and a plain-English fee note. Paid profiles are labeled. The public pricing and claim pages describe these Premium fields; the in-app save/edit flow for every firm is still being finished and is not fully live yet. • Remote work (approved, not live yet): claimed firms (including free claims) will be able to mark whether they work remotely. That mark and the remote filter are approved and not on the live site yet. Until a firm’s own details are live on a profile, what you see comes from the SEC filing.

Is Advisable free to use?

Yes. Searching and the “Help me choose” filter are free. You can look up advisors and firms with no account and no sign-up. Firms can pay for a Claimed Premium profile ($99 a month) and, later, for an optional ad spot. Every paid placement is labeled as paid.

Does Advisable match me with an advisor or sell my information as a lead?

Advisable does not sell leads, and it does not pick, endorse, or recommend a particular advisor for you. You can optionally use “Help me choose”: four short questions (what you need, ZIP, how you prefer to pay, and firm size). Advisable uses your answers to filter the public directory of SEC-registered firms. People with the same answers see the same kind of filtered list. That is directory filtering from your inputs—not a personalized investment recommendation—and Advisable does not check whether any firm is right for you. Each profile shows how to reach the firm directly. Advisable earns money from firms that choose paid plans, and every paid profile is labeled.

How do I find an advisor near me?

Go to the Advisable home page and search by ZIP code or by name, or use “Help me choose” to filter the directory with a few answers. You can also browse SEC-registered firms by city. These are directory lists from public SEC filings, not rankings or recommendations.

• New York, NY
• Chicago, IL
• Houston, TX
• Boston, MA
• Dallas, TX
• Atlanta, GA
• Miami, FL
• San Francisco, CA
• Austin, TX
• Los Angeles, CA
• Denver, CO
• San Diego, CA
• Scottsdale, AZ
• St. Louis, MO
• Cincinnati, OH
• Charlotte, NC
• Overland Park, KS
• Tampa, FL
• Newport Beach, CA
• Portland, OR
• Minneapolis, MN

Can I book an advisor on Advisable?

Online booking on Advisable is paused / not live. Use the phone number or website listed on the firm profile to contact the firm directly.

I am an advisor. How do I claim my profile?

Open the Claim page and submit your CRD number and work email. We review every request and check your work email. Your profile is then linked to your firm and can show a “Claimed by firm” label. There is no charge for this step. Adding firm-written details such as a bio, photo, website, phone, and fee note is part of the paid Claimed Premium plan ($99 a month)—see Pricing. That Premium editing save-flow is still being finished and is not fully live for every firm yet. A free claimed firm will also be able to mark remote work once that feature ships; it is approved and not live yet.

What are Claimed Premium and Ad?

Claimed Premium is the $99-a-month paid plan for firm-added profile details (bio, photo, website, phone, and fee note on the pricing page). Paid profiles are labeled “Paid.” The in-app editing save-flow for those details is still being finished and is not fully live for every firm yet. Ad is a separate, optional paid plan that is coming later. No ad spots are sold yet. See Pricing for planned prices. Paid ads will be labeled “Paid ad” with the line “This firm pays Advisable to show this ad.” No price is ever shown on the ad itself. Paying never changes a firm’s place in the regular search results or its SEC facts.