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1. adviserinfo.sec.govIAPD - Investment Adviser Public Disclosure - Homepage

   adviserinfo.sec.gov

   IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.

   • Resources

     IAPD provides information on Investment Adviser firms...

   • The Carlyle Group

     The Carlyle Group - IAPD - Investment Adviser Public...

   • Harbourvest Partners, LLC

     Harbourvest Partners, LLC - IAPD - Investment Adviser Public...

   • Capital One Advisors, LLC

     IAPD provides information on Investment Adviser firms...

   • Pinebridge Investments LLC

     Pinebridge Investments LLC - IAPD - Investment Adviser...

   • Lpl Financial LLC

     Lpl Financial LLC - IAPD - Investment Adviser Public...

   • Edward Jones

     Edward Jones - IAPD - Investment Adviser Public Disclosure -...

   • Francisco Partners

     Francisco Partners - IAPD - Investment Adviser Public...

2. www.sec.gov › data-research › sec-markets-dataSEC.gov | Information About Registered Investment Advisers and...

   www.sec.gov › data-research › sec-markets-data

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   1 paź 2024 · How To Obtain Information About Specific Investment Advisers. You can view a SEC-registered investment adviser, SEC Exempt Reporting Adviser, or State-registered investment adviser's most recent Form ADV online by visiting the Investment Adviser Public Disclosure (IAPD) (www.adviserinfo.sec.gov) website.

3. www.sec.gov › resources-investorsResources for Investors - SEC.gov

   www.sec.gov › resources-investors

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   28 cze 2024 · Resources for Investors. The SEC provides a variety of services and tools to help people invest wisely and avoid fraud. Visit the agency's Investor.gov website, review investor alerts and bulletins, and check your investment professional. Take time to learn what questions to ask and what preparations to make in order to be in full control of ...

4. www.sec.gov › investor › pubsSEC Roadmap: Picking a Financial Pro - SEC.gov

   www.sec.gov › investor › pubs

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   1 lut 2007 · You can get investment advice from most financial institutions that sell investments, including brokerages, banks, mutual funds, and insurance companies. You can also hire a broker, an investment adviser, an accountant, a financial planner, or other professional to help you make investment decisions.

5. www.investor.gov › introduction-investing › getting-startedAsk and Check - Investor.gov

   www.investor.gov › introduction-investing › getting-started

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   Investment Adviser Public Disclosure (IAPD), This search tool enables you to check out SEC- and state-registered investment adviser firms and the individuals who work for them. You can find registration status, background information (such as the firm’s business practices, fees, conflicts of interest, and disciplinary history, and an ...

6. www.fidelity.com › learning-center › smart-moneyHow to find and choose a financial advisor - Fidelity Investments

   www.fidelity.com › learning-center › smart-money

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   27 mar 2024 · You can even run a free background check of sorts using the SEC's Investment Adviser Public Disclosure database or FINRA's BrokerCheck, which may help you choose a professional. Find out your financial pro's pricing structure

7. smartasset.com › financial-advisor › columbus-oh-top-financial-advisorsTop Financial Advisors in Columbus, OH - SmartAsset

   smartasset.com › financial-advisor › columbus-oh-top-financial-advisors

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   To find the top financial advisors in Columbus, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record.