A better listing starts with better evidence.
The redesigned directory gives searchers clear, comparable information—not unsupported claims.
What a complete listing should include
A real listing should identify the financial advisor, their advisory firm, public registration records, verified credentials, dated specialty evidence, office locations, service eligibility, fee model, minimums, and current availability.
This preview does not accept profile claims
The original directory's claim and login workflows have not been connected. No claim, correction, or verification request is submitted here. Connect the source directory and its review workflow before enabling advisor accounts or collecting supporting documents.
Specialties deserve more than a checkbox
In a live directory, distinguish advisor-reported focus areas from independently reviewed evidence. Retain source URLs and review dates, and never imply that a general Form ADV activity proves specialized experience.