Free Advisor Snapshot
See what your filings and your website say about you
We compare your public record on the SEC's adviser site, IAPD, with up to five pages of your website, and show you side by side where they agree and where they don't. For a firm, we read the firm's record and the advisors registered with it. It's free, it takes about two minutes, and the results come to you by email.
Do not include client information. See how Upstream for Advisors works.
A doctor or medical practice? Run the free Medical Listing Snapshot.
Registered only with a broker-dealer? This check reads IAPD and never BrokerCheck. If IAPD shows your broker registration, the snapshot compares it with your website, and its questions are for your home office. If IAPD doesn't have your record, the check tells you so. Or talk to us instead.
Enter your name as registered.
Enter your firm's name.
Pick your state.
Enter your CRD number, digits only, or leave it empty.
Enter your firm's name or CRD number.
Pick your firm to continue.
Searching the SEC's adviser records.
Select your firm from the results.
No firm found. Check the spelling, or search by the firm's CRD number.
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Registered with the SEC
Registered with a state
yourfirm.com
Enter a valid web address.
Enter a valid email address.
Your snapshot is ready. Opening it now.
Your snapshot is on its way to your email.
More than one registered person matches that name. Add your CRD number to find your record.
We couldn't find that name in the SEC's adviser records. Check the spelling and state, or add your CRD number. If you're registered only with a broker-dealer, your record may be on BrokerCheck only, which this check doesn't read.
That CRD number belongs to a different name. Check the number, or leave it empty.
We couldn't find that firm in the SEC's adviser records. Search again by name or CRD number.
This firm isn't registered as an investment adviser on IAPD. This check reads the SEC's adviser records. A broker-dealer's record is on BrokerCheck, which this check doesn't read. Open BrokerCheck
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The snapshot could not run. Try again, or contact hello@webeverything.com or 313-395-8171.
Some details need correction. They are marked below.
01 / What it checks
Your public record and your website, side by side
Your public record.
Your page on IAPD and your firm's record there: your name, CRD number, firm, offices, and the Form CRS and brochures on file. For a firm, the firm's record and up to 48 advisors registered with it.
Your website.
The page you give us and up to four more on the same site: how your name, title, firm, offices and designations appear, the links to your record and Form CRS, and the code search engines read. For a firm, which of your advisors the pages name.
Nothing that costs, and no AI answer.
This check reads public pages only. To see one AI answer about you, try the Free AI Check from our app, AEOptim. Run the free AI check
The comparison follows fixed rules, so nothing in your results is made up. Anything that turns on a rule becomes a question for your compliance contact, never a conclusion.
The check never shows disclosure information, and it never prints a home address.
03 / Questions
FAQ
Is the snapshot free?
Yes. It costs nothing and there's no obligation.
What do you do with my email?
We send your results to it, once. A person on our team sees each snapshot that runs, so we can answer if you write back. Nothing else is sent automatically, you're not added to a mailing list, and we don't sell your information.
How long do you keep it?
Your results stay at their private link for 180 days. Your request, with what you entered and your email, is kept 12 months, then deleted.
Do you need client information?
No. We only need your name, your firm, your state, your website and an email address, and your CRD number if you have it. For a firm, we need the firm's name or CRD number instead of your name. Never enter client names, account numbers or Social Security numbers in this form.
Can I check my whole firm?
Yes. Pick A firm in the first step. We read your firm's record on IAPD and the advisors currently registered with it, up to 48, and compare them with up to five pages of your firm's website. Each advisor is either named on the pages we read or not found on them. Branch offices aren't part of the free check. You set your firm's offices when you order Upstream for Advisors.
Does it show my disclosures?
No. The check never shows disclosure information, and it never prints a home address.
Does it read BrokerCheck?
No. It reads the SEC's adviser site, IAPD, and links to BrokerCheck without reading it. If IAPD shows your broker registration, the snapshot compares it with your website, and its questions are for your home office. If IAPD doesn't have your record, the check tells you so, and we can talk instead.
Does the check change anything?
No. It reads public pages and changes nothing. Your record changes only through your firm's own filings.
04 / Talk to us
Rather talk to a person?
Email or call us. A person reads every message.
hello@webeverything.com
313-395-8171Detroit area