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Question

Where can I verify if my advisory firm is a fiduciary?

Answer

You can verify fiduciary status through the U.S. Securities and Exchange Commission’s Investment Adviser Public Disclosure (IAPD) database at adviserinfo.sec.gov. Search by the firm name, or CRD number to view their Form ADV 2A, which lists their registration status, solutions, fees, and disciplinary history. If it appears only on FINRA’s BrokerCheck and not on IAPD, the firm may be a broker-dealer.

Related FAQs

What is the difference between a fiduciary adviser and a financial advisor?

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Last Updated Sept. 28, 2026
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