Listings for financial advisors
Order Upstream for Advisors
You're ordering Upstream for Advisors, Web Everything's listings service for financial advisors: your listings, matched to your filings. You get one accurate record from your filings, your listing map, the fix list and a 30-day re-check. Pick one advisor or a firm, tell us who approves your listings, and pay securely by card.
Start with the free Advisor Snapshot if you're not sure.
Ordering for a medical practice? Order Upstream.
01 / Your order
Build your order
Office 1
Advisor 1
Addresses entered by hand are checked on Google Maps when you continue.
Searching for this address.
Select your office from the results.
No matches found. Check the street and city, or enter the address manually.
Address search is unavailable. Try again shortly, or enter the address manually.
Search limit reached. Try again later, or enter the address manually.
Enter at least the street and city.
Search for your office and select it, or enter the address manually.
Select your office, or enter the address manually.
Enter the street address, with the number.
Enter the city.
Pick the state.
Enter the 5-digit ZIP code.
Enter the 10-digit office phone number.
Checking the address on Google Maps.
Found on Google Maps:
This is how Google Maps shows the address.
We use the address as Google Maps shows it, including the ZIP code.
Google Maps doesn't show this address. Check the street, city and ZIP code.
Correct the address, or choose Use this address.
This address will be used as entered and reviewed by our team.
The address check is unavailable right now. Our team will review this address.
02 / After you order
What happens after you pay
- Your record. We write one accurate record from your filings: your name, CRD, firm, title, offices, phone numbers and designations, plus the office hours you give us. Your compliance officer approves it, or your home office if you're with a broker-dealer.
- Your listing map. Every place you're listed, and which sites copy which.
- The fix list. What to change on each site, in order, and who makes each change. You or someone at your firm makes each approved change on your own accounts.
- A person checks each change. Someone at Web Everything reviews each correction before you make it, and confirms it after.
- The re-check at 30 days. We look again a month later and show you the before and after, site by site.
03 / In writing
What you can count on
One-time price.
The cleanup has no monthly fee.
Upkeep is optional.
Month to month, and you can stop it anytime.
Your filings stay yours.
We never draft, suggest or submit a filing change.
Public listings only.
We never ask for client names, account numbers or Social Security numbers.
In-person help in Southeast Michigan, when we can schedule it.
Outside Southeast Michigan, the work is done remotely.
No promises about rankings.
We don't guarantee rankings or AI mentions.
04 / Questions
FAQ
What happens after I order?
You get a confirmation by email right away. We write your record from your filings and map every place you're listed. Your compliance officer approves the record, or your home office if you're with a broker-dealer, and then you get the fix list. We re-check at 30 days.
Can I change the number of advisors or offices later?
Yes. If you add an advisor or an office after you order, it's $350 for each additional advisor and $500 for each additional office. We confirm the change with you before anything is charged.
When does upkeep start?
On day 31, after your 30-day re-check. It's $99 a month for a firm or $49 a month for one advisor, billed to the card you order with. Upkeep is optional, and you can stop it anytime by email or phone.
I own my firm and I'm its only advisor. Which version do I order?
The firm version, $1,500, one time. It covers one office and up to two advisors. The $750 version is for one advisor's own records at a firm someone else owns.
Can our compliance team review Web Everything first?
Yes. Our Terms and Privacy Policy are on this site, and your order confirmation sets out what you bought. We answer your review's questions in writing.
Do you need client information?
No. We work on your public listings only. Never enter client names, account numbers or Social Security numbers in this form.
Is there a long-term contract?
No. The cleanup is a one-time price, and upkeep is month to month. You can stop upkeep anytime.
05 / Talk to a person
Rather talk first?
Call or email. A person reads every message. Or start with the free Advisor Snapshot.
hello@webeverything.com
313-395-8171Detroit area