Claim Your Firm's Listing

Complete the form below with your firm name, the listing page address, your name, role, email and phone, and a message describing the correction or change you want.

Each field helps us match your request to the right listing and understand your connection to the firm.

• Firm name and listing page address: these identify the exact listing you mean, so a firm with similar names is not mixed up with yours.
• Your name and role: these show how you are connected to the firm, such as owner, employee or agency contact.
• Email and phone: we reply by email, and the phone number gives us a second way to reach you if a question comes up.
• Message: describe the correction or addition you want, and include the correct information.

If you act for the owner, have the owner's consent before you send the request. Google Business Profile asks the same of authorized representatives, who keep the owner informed and hand control back when the owner asks.

After you send the form, Inversado checks the request against the listing and the firm's public contact details. We review claims by hand and reply by email. A claim does not promise approval, a verification badge, paid placement, or any particular change to the listing.

The sequence runs in five steps:

1. We receive your claim request.
2. We compare the request with the listing and the firm's public contact details.
3. We may need to ask for clarification or additional information.
4. We review the request by hand.
5. We reply by email with the next step.

We aim to reply within two business days. Approval and access follow the review, so plan any deadline of your own around that.

Listing text is factual information about the firm. These fields suit a listing:

• The legal or operating firm name
• Office address, phone number and website
• Business hours and geographic service area
• General service categories, stated accurately
• Registration or credential information that anyone can verify publicly, stated without suggesting that Inversado endorses it
• A factual description of what the firm does

Superiority claims, guaranteed outcomes, performance or return figures, selected client results and rankings stay out of listing text. A listing is not an endorsement, and paid placement does not stand for quality or regulatory approval.

Whether a directory listing counts as an advertisement depends on the firm, the regulator, the audience, the content, how it is distributed and whether anyone is paid. For an investment adviser registered or required to be registered with the SEC, Rule 206(4)-1 under the Advisers Act governs advertisements, including testimonials, endorsements, third-party ratings and performance information. For a broker-dealer, FINRA Rule 2210 sorts communications into correspondence, retail communications and institutional communications, and retail communications generally need approval by a registered principal before use.

Because that classification belongs to your firm, ask your compliance professional or counsel to review the proposed listing text before it is published. Firms registered with a state confirm that state regulator's current rules, and CFP professionals can check CFP Board's rules for using the CFP marks.

A claimed listing is free, and you do not choose a plan before you send a claim. Pro and Sponsored are separate, optional plans, offered only after the professional's registration is checked on SEC IAPD, FINRA BrokerCheck or the state record.

• 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 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 (the founding rate) or $790 a year per category-city page. Each page carries at most two, and each is always labelled Sponsored.

Neither plan has a contract, and you can cancel anytime. Paid plans buy presentation and placement; they do not buy reviews, badges, credentials or trust, and the directory has no reviews or ratings at launch. Plans are arranged through the contact form under the topic "A Pro or Sponsored directory plan" until online checkout exists. The plans and pricing page sets out the details.