Add Your Firm to the Directory

The directory lists five kinds of firm: financial planners, financial consultants, investment services, investment companies and stock brokers. Each listing needs a public street address, phone number and website that visitors can use to reach the firm. The directory is organized by state, city and category.

An owner, an office manager or a marketing employee can submit the request, as long as the firm has authorized the information to be published.

A person at Inversado checks each request by hand against the firm's public business details, such as its name, address, website and kind of firm. We aim to reply within two business days. A request may be accepted or declined, and no placement is promised.

Public registration records are where a firm's regulatory status lives, and a listing does not replace them. SEC Investment Adviser Public Disclosure covers investment adviser firms, and FINRA BrokerCheck covers brokerage firms and brokers. For Florida firms, Sunbiz shows the business entity record and the Florida Office of Financial Regulation is the state securities regulator. A state business registration confirms that an entity exists, not its licensing, quality or suitability for any client.

Send public business details only: the firm name, public street address, city, state, ZIP, public phone, website, kind of firm, and the name and email of the person submitting. The form marks which fields are required and which are optional.

Leave out account numbers, passwords, Social Security numbers, tax-return data, portfolio information, client lists, client contact details, payment-card data and any other confidential record. The FTC's security guide for business advises collecting sensitive information only with a legitimate business need, and NIST defines minimization as limiting personal information to what is directly relevant and necessary for the stated purpose. A public listing needs neither.

Enter your firm's public business details in the form and submit it for a free listing review.

A claimed listing is free. Two paid plans add presentation and placement, with no contracts and cancellation at any time.

Pro is $39 a month or $390 a year. It includes up to 15 photos, a longer description with services and an FAQ, a "Message this professional" form that sends messages to the firm's email, a Pro label, a place ahead of unclaimed listings in ties, other firms hidden on its own listing, and monthly views and clicks.

Sponsored is $79 a month (founding rate) or $790 a year for each category-city page, with at most two on a page, and it is always labelled Sponsored. The advertising notice explains how paid placement is identified.

Pro and Sponsored are offered only after the firm's registration is checked on SEC Investment Adviser Public Disclosure, FINRA BrokerCheck or the state record. Paid plans buy presentation and placement, not reviews, ratings, badges, credentials or trust, and the directory has no reviews or ratings at launch. Until online checkout exists, plans are arranged through the contact form with the topic "A Pro or Sponsored directory plan." Full details are on plans and pricing.