Last Modified: September 19, 2025
These Terms of Service (the “Terms”) are a binding agreement between AdvisorFinder LLC (“AdvisorFinder,” “we,” “us”) and you. They govern your access to and use of AdvisorFinder.com and any content, functionality or services provided on or through that site (the “Website”, "website"), whether you access it directly or via a third‑party platform. By accessing or using the Website, you:
If you do not agree to all of these Terms or do not meet the foregoing eligibility requirements, do not use the Website.
We reserve the right to modify these Terms at any time to reflect changes in our business, legal requirements, or industry practices. Unless we specify a different effective date, changes become effective immediately upon posting to the Website.
For material changes that significantly affect your rights or obligations, we will use commercially reasonable efforts to provide advance notice through one or more of the following methods:
- Email notification to your registered email address
- Prominent notice on the Website homepage or login screen
- In-platform notification upon your next access
Your continued use of the Website after any changes constitutes acceptance of the modified Terms. We encourage you to review these Terms periodically. If you do not agree to any modifications, you must immediately discontinue use of the Website.
Regarding Website content, we may update, modify, or remove content at any time without notice. The Website content may not always be complete, accurate, or current. We have no obligation to update any content, and you should not rely on the Website as necessarily containing the most current information available. Always verify critical information independently, particularly regarding financial or investment decisions.
AdvisorFinder DOES NOT:
You are solely responsible for evaluating financial advisors or investment advisers and making your own investment decisions.
These Terms of Service apply to:
These Terms MAY NOT apply to:
If a separate agreement applies to your use (e.g., a license or enterprise agreement), that agreement controls for the covered services and these Terms apply only where that agreement does not address a particular issue.
If you interact with AdvisorFinder in more than one capacity, different terms may apply to different activities:
If you have multiple agreements with AdvisorFinder, their priority is: (1) signed commercial agreements (License, Pilot or Enterprise Agreements); (2) Order Forms that modify those agreements; (3) these Website Terms for any gaps; and (4) our Privacy Policy for data processing unless another agreement expressly supersedes it.
We reserve the right to withdraw or amend this Website, and any service or material we provide on the Website, in our sole discretion without notice. We will not be liable if for any reason all or any part of the Website is unavailable at any time or for any period. From time to time, we may restrict access to some parts of the Website, or the entire Website, to users, including registered users.
You are responsible for both:
· Making all arrangements necessary for you to have access to the Website.
· Ensuring that all persons who access the Website through your internet connection are aware of these Terms of Service and comply with them.
To access the Website or some of the resources it offers, you may be asked to provide certain registration details or other information. It is a condition of your use of the Website that all the information you provide on the Website is correct, current, and complete. You agree that all information you provide to register with this Website or otherwise, including, but not limited to, through the use of any interactive features on the Website, is governed by our Privacy Policy, https://AdvisorFinder.com/privacy-policy, and you consent to all actions we take with respect to your information consistent with our Privacy Policy.
If you choose, or are provided with, a user name, password, or any other piece of information as part of our security procedures, you must treat such information as confidential, and you must not disclose it to any other person or entity. You also acknowledge that your account is personal to you and agree not to provide any other person with access to this Website or portions of it using your user name, password, or other security information. You agree to notify us immediately of any unauthorized access to or use of your user name or password or any other breach of security. You also agree to ensure that you exit from your account at the end of each session. You should use particular caution when accessing your account from a public or shared computer so that others are not able to view or record your password or other personal information.
We have the right to disable any user name, password, or other identifier, whether chosen by you or provided by us, at any time in our sole discretion for any or no reason, including if, in our opinion, you have violated any provision of these Terms of Service.
By creating an account or using the Services, you consent to receive disclosures, notices, and messages electronically. You agree that such communications satisfy legal requirements. You must maintain a valid email address and the ability to view email and website content.
By using the Website, you consent to AdvisorFinder collecting and sharing your information with trusted partners as outlined in our Privacy Policy. This includes consent to data enrichment activities as described in these Terms of Service. Shared data may include identifiers (e.g., name, email address), location details (e.g., zip code), self-reported preferences (e.g., financial goals), and enriched information derived from public sources. You may withdraw your consent to data enrichment or request deletion of your data using the forms referenced in these Terms of Service.
AdvisorFinder ensures that all shared information is managed under strict confidentiality and in compliance with applicable U.S. privacy laws. If you do not agree with these practices, you must not use the Website.
Enrichment may include aggregation of information from public and licensed data sources such as LinkedIn, company websites, or people data APIs. These enrichments are used to improve advisor-consumer connections but are not used for automated decision-making or profiling in a legal sense.
If you submit a contact inquiry for investment advisory services through our platform, you consent to AdvisorFinder facilitating delivery of your inquiry to the specific investment advisor(s) you contacted. This includes sharing your contact information, self-reported financial preferences, and any message or consultation request you submit. We share this information with the specific investment advisor(s) you contact through our platform.
Contact inquiries represent your initial interest in potentially connecting with or meeting with an investment advisor. AdvisorFinder may receive compensation from investment advisors for facilitating delivery of these inquiries, but this compensation is not contingent on whether you become a client or the outcome of any potential advisory relationship.
Your Rights: You may request deletion of your contact inquiry information or opt out of future contact inquiry sharing by using our data deletion request forms referenced in these Terms of Service.
Partnerships and Third-Party Platforms (Where Applicable)
AdvisorFinder partners with select third-party platforms and media publications to enhance user access to our services. If you access our platform through a third-party partner, you agree to be bound by these Terms of Service as well as any additional terms specified by the partner. AdvisorFinder is not responsible for the privacy practices, terms, or content of our partners' platforms.
Users directed to AdvisorFinder through a partner platform may have certain information shared between AdvisorFinder and the partner to provide seamless service. For more information about our data-sharing practices, please refer to our Privacy Policy.
AdvisorFinder may feature sponsored educational content from financial advisory firms on certain blog posts and resources, including financial calculators. When interacting with content clearly marked as "Sponsored Content":
- You consent to sharing limited information with the sponsoring firm if you click on or engage with the sponsored content
- Shared information may include contact details, calculator inputs, and self-reported preferences
- Sponsored content will be clearly labeled with disclosures
- Your interaction with sponsored content does not constitute AdvisorFinder's recommendation of any advisor
- You maintain full control over any relationship with the sponsoring firm
AdvisorFinder receives compensation for sponsored content placements, which creates a potential conflict of interest that will be disclosed.
Sponsored Content Data Sharing: When you interact with sponsored educational content or resources clearly marked as "Sponsored Content," you consent to sharing your information with the sponsoring financial advisory firm. This includes interactions with sponsored calculator results, educational resources, and newsletter content. Data shared may include contact information, calculator inputs, and interaction timestamps. This sharing only occurs when you actively click on or interact with sponsored content.
Except for User Contributions and Advisor Materials, the Services—including the Website, and all Content therein (text, software, designs, images, video, audio, look-and-feel, and selections/arrangements)—are owned by the Company or its licensors and are protected by U.S. and international intellectual-property laws. We reserve all rights not expressly granted.
License to Consumers. Subject to these Terms, we grant Consumers a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to access and use the Services and view Content for personal, non-commercial purposes.
License to Advisors. Subject to these Terms—and unless superseded by applicable Commercial Terms—we grant Advisors a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to use the Services in the ordinary course of their business to (i) create and manage Advisor profiles and Advisor Materials; (ii) receive and respond to Contact Inquiries; and (iii) purchase, manage, or participate in Sponsored Content or other paid features.
Limited Copies; Caching. You may (a) temporarily store materials in RAM incidental to access; (b) store files automatically cached by your browser; (c) print or download one copy of a reasonable number of pages for permitted use under these Terms; and (d) if we provide applications, download a single copy for your device subject to the applicable end-user license. Advisors may download, store, reproduce, and redistribute their own Advisor Materials for legitimate business purposes.
Restrictions. You shall not (and shall not permit any third party to) copy, modify, create derivative works of, reverse engineer, decompile, or otherwise exploit the Services or Content except as expressly permitted in these Terms; remove proprietary notices; or use the Services in violation of Applicable Law. No licenses are granted by implication or estoppel. Third-party software, data, or services made available through the Services are subject to their own terms; nothing herein grants rights in such materials. Open-source components, if any, are licensed under their respective open-source licenses.
The Company name, the Company logo, and all related names, logos, product and service names, designs, and slogans are owned by the Company or its affiliates or licensors. You must not use such materials without the prior written permission of the Company. All other names, logos, product and service names, designs, and slogans on this Website are property of their respective owners.
You may use the Website only for lawful purposes and in accordance with these Terms of Service. You agree not to use the Website:
Additionally, you expressly agree NOT to:
- Use the Services in any manner that could disable, overburden, damage, or impair the Services or interfere with others’ use.
- Access the Services by automated means (including bots, spiders, or scrapers) or monitor/copy Content, except as permitted by robots.txt or our prior written consent.
- Use any device, software, or routine to interfere with proper operation; introduce malware or harmful code; attempt to gain unauthorized access to any part of the Services or related systems.
- Reverse engineer, decompile, or disassemble any portion of the Services or Content except as expressly permitted in these Terms.
- Attack the Website via a denial-of-service attack or a distributed denial-of-service attack.
- Otherwise attempt to interfere with the proper working of the Website.
- Bypass or attempt to bypass any security measures or access controls
- Use the Website for any commercial purpose other than as an Advisor under these Terms or pursuant to applicable Commercial Terms, or as otherwise expressly authorized by us.
- Create derivative works based on the Website or Services
- Frame or mirror any part of the Website
- Misrepresent your identity or affiliation with any person or entity
- Use contact information obtained through the Website for unauthorized solicitation
- Upload or transmit any malicious code, viruses, or harmful components
- Engage in any activity that could damage, disable, or impair the Website
- Use the Website to compare or benchmark against competitors
- Resell, sublicense, or transfer any rights granted under these Terms
The Website may contain message boards, chat rooms, personal web pages or profiles, forums, bulletin boards, and other interactive features (collectively, "Interactive Services") that allow users to post, submit, publish, display, or transmit to other users or other persons (hereinafter, "post") content or materials (collectively, "User Contributions") on or through the Website.
All User Contributions must comply with the Content Standards set out in these Terms of Use.
Any User Contribution you post to the site will be considered non-confidential and non-proprietary. By providing any User Contribution on the Website, you grant us and our affiliates and service providers, and each of their and our respective licensees, successors, and assigns the right to use, reproduce, modify, perform, display, distribute, and otherwise disclose to third parties any such material.
You represent and warrant that:
· You own or control all rights in and to the User Contributions and have the right to grant the license granted above to us and our affiliates and service providers, and each of their and our respective licensees, successors, and assigns.
· All of your User Contributions do and will comply with these Terms of Use.
You understand and acknowledge that you are responsible for any User Contributions you submit or contribute, and you, not the Company, have full responsibility for such content, including its legality, reliability, accuracy, and appropriateness.
We are not responsible or liable to any third party for the content or accuracy of any User Contributions posted by you or any other user of the Website.
By submitting any User Contributions, feedback, suggestions, reviews, or other content to the Website, you:
(a) Grant AdvisorFinder a worldwide, perpetual, irrevocable, non-exclusive, royalty-free, sublicensable, and transferable license to use, reproduce, distribute, prepare derivative works of, display, perform, and otherwise exploit such content in any media formats and channels;
(b) Waive any moral rights or claims of attribution regarding such content;
(c) Represent and warrant that you have all necessary rights to grant this license;
(d) Acknowledge that feedback and suggestions become AdvisorFinder's property and may be used without compensation to you.
AdvisorFinder reserves the right to remove, edit, or refuse to post any User Contributions in its sole discretion.
We have the right to:
· Remove or refuse to post any User Contributions for any or no reason in our sole discretion.
· Take any action with respect to any User Contribution that we deem necessary or appropriate in our sole discretion, including if we believe that such User Contribution violates the Terms of Service, including the Content Standards, infringes any intellectual property right or other right of any person or entity, threatens the personal safety of users of the Website or the public, or could create liability for the Company.
· Disclose your identity or other information about you to any third party who claims that material posted by you violates their rights, including their intellectual property rights or their right to privacy.
· Take appropriate legal action, including without limitation, referral to law enforcement, for any illegal or unauthorized use of the Website.
· Terminate or suspend your access to all or part of the Website for any or no reason, including without limitation, any violation of these Terms of Service.
Without limiting the foregoing, we have the right to cooperate fully with any law enforcement authorities or court order requesting or directing us to disclose the identity or other information of anyone posting any materials on or through the Website. YOU WAIVE AND HOLD HARMLESS THE COMPANY AND ITS AFFILIATES, LICENSEES, AND SERVICE PROVIDERS FROM ANY CLAIMS RESULTING FROM ANY ACTION TAKEN BY THE COMPANY DURING, OR TAKEN AS A CONSEQUENCE OF, INVESTIGATIONS BY EITHER THE COMPANY OR LAW ENFORCEMENT AUTHORITIES.
However, we do not undertake to review material before it is posted on the Website, and cannot ensure prompt removal of objectionable material after it has been posted. Accordingly, we assume no liability for any action or inaction regarding transmissions, communications, or content provided by any user or third party. We have no liability or responsibility to anyone for performance or nonperformance of the activities described in this section.
These content standards apply to any and all User Contributions and use of Interactive Services. User Contributions must in their entirety comply with all applicable federal, state, local, and international laws and regulations. Without limiting the foregoing, User Contributions must not:
· Contain any material that is defamatory, obscene, indecent, abusive, offensive, harassing, violent, hateful, inflammatory, or otherwise objectionable.
· Promote sexually explicit or pornographic material, violence, or discrimination based on race, sex, religion, nationality, disability, sexual orientation, or age.
· Infringe any patent, trademark, trade secret, copyright, or other intellectual property or other rights of any other person.
· Violate the legal rights (including the rights of publicity and privacy) of others or contain any material that could give rise to any civil or criminal liability under applicable laws or regulations or that otherwise may be in conflict with these Terms of Service and our Privacy Policy https://AdvisorFinder.com/privacy-policy.
· Be likely to deceive any person.
· Promote any illegal activity, or advocate, promote, or assist any unlawful act.
· Cause annoyance, inconvenience, or needless anxiety or be likely to upset, embarrass, alarm, or annoy any other person.
· Impersonate any person, or misrepresent your identity or affiliation with any person or organization.
· Involve commercial activities or sales, such as contests, sweepstakes, and other sales promotions, barter, or advertising.
· Give the impression that they emanate from or are endorsed by us or any other person or entity, if this is not the case.
If you believe that any User Contributions violate your copyright, please send us a notice of copyright infringement. It is the policy of the Company to terminate the user accounts of repeat infringers.
Until we appoint and register a DMCA Agent with the U.S. Copyright Office, copyright notices may be sent to support@advisorfinder.com. We will review and, in our discretion, remove or disable access to material that is alleged to infringe. This interim process does not confer the limitations on liability available under 17 U.S.C. §512. We encourage rights-holders to include the statutory notice elements listed above.
The information presented on or through the Website is made available solely for general information purposes. We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to the Website, or by anyone who may be informed of any of its contents.
This Website includes content provided by third parties, including materials provided by other users, bloggers, and third-party licensors, syndicators, aggregators, and/or reporting services. All statements and/or opinions expressed in these materials, and all articles and responses to questions and other content, other than the content provided by the Company, are solely the opinions and the responsibility of the person or entity providing those materials. These materials do not necessarily reflect the opinion of the Company. We are not responsible, or liable to you or any third party, for the content or accuracy of any materials provided by any third parties or the actions you may take with respect to any third parties.
AdvisorFinder provides various services to financial advisors or registered investment advisors, which may include:
Regulatory Status: Depending on the specific services utilized, AdvisorFinder may operate as a paid, non-client endorser or promoter under SEC Marketing Rule 206(4)-1. Investment advisors are responsible for determining appropriate regulatory disclosures based on their specific arrangement with AdvisorFinder.
Required Disclosures: Investment advisors must display appropriate regulatory disclosures on their profiles as required by their specific service arrangement and applicable regulations.
Our compensation structure and regulatory status may differ based on the specific arrangement.
Users should review all disclosures carefully to understand the nature of each advisor's relationship with AdvisorFinder. Not all advisors compensate AdvisorFinder in the same manner, and AdvisorFinder's role may vary from a simple platform provider to a paid, non-client endorser or promoter depending on the specific arrangement.
Investment advisors utilizing our platform are solely responsible for:
AdvisorFinder does not verify investment advisor compliance with applicable regulations and makes no representations regarding advisor regulatory status, qualifications, or compliance.
All information we collect on this Website is subject to our Privacy Policy, https://AdvisorFinder.com/privacy-policy. By using the Website, you consent to all actions taken by us with respect to your information in compliance with the Privacy Policy.
AdvisorFinder may use third-party data services, public search tools (e.g., Google Search), and AI-powered systems to enrich and supplement information you provide through the platform. This includes deriving professional or biographical details (e.g., job titles, job history, employers, public profiles) based on contact information such as email, name, phone number, or approximate geolocation.
Consent and Opt-Out: By using our platform, you consent to the processing of your submitted contact information for enrichment purposes, including matching to publicly available and licensed sources to help us better understand your needs and improve advisor-consumer connections. You may opt-out of data enrichment at any time by completing our opt-out form.
Data Retention: Enriched data is retained for 180 days from the date of collection, except where longer retention is required for legal, regulatory, audit, or compliance purposes, in which case data may be retained for up to seven (7) years. After the applicable retention period, enriched data will be deleted or anonymized.
Data Deletion Requests: You may request deletion of your personal information, including enriched data, at any time by submitting a request through our data deletion form. We will process deletion requests in accordance with applicable law and our retention obligations.
Accuracy Disclaimer: AdvisorFinder does not guarantee the accuracy or completeness of enriched data and disclaims all liability for any errors, omissions, or misidentifications that may occur as part of the enrichment process.
AdvisorFinder complies with applicable state privacy laws, including but not limited to the California Consumer Privacy Act (CCPA/CPRA), Virginia Consumer Data Protection Act (VCDPA), Colorado Privacy Act (CPA), Connecticut Data Privacy Act (CTDPA), and Utah Consumer Privacy Act (UCPA). Residents of these states have additional rights regarding their personal information.
Data Subject Rights: Depending on your location, you may have certain rights regarding your personal information under applicable privacy laws, including:
To exercise these rights, please use our data request forms referenced in these Terms of Service or contact us at support@advisorfinder.com. We will respond to your requests in accordance with applicable law and will not discriminate against you for exercising your privacy rights.
You may link to our homepage, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval, or endorsement on our part without our express written consent.
This Website may provide certain social media features that enable you to:
· Link from your own or certain third-party websites to certain content on this Website.
· Send emails or other communications with certain content, or links to certain content, on this Website.
· Cause limited portions of content on this Website to be displayed or appear to be displayed on your own or certain third-party websites.
You may use these features solely as they are provided by us, and solely with respect to the content they are displayed with, and otherwise in accordance with any additional terms and conditions we provide with respect to such features. Subject to the foregoing, you must not:
· Establish a link from any website that is not owned by you.
· Cause the Website or portions of it to be displayed on, or appear to be displayed by, any other site, for example, framing, deep linking, or in-line linking.
· Link to any part of the Website other than the homepage.
· Otherwise take any action with respect to the materials on this Website that is inconsistent with any other provision of these Terms of Service.
The website from which you are linking, or on which you make certain content accessible, must comply in all respects with the Content Standards set out in these Terms of Service.
You agree to cooperate with us in causing any unauthorized framing or linking immediately to stop. We reserve the right to withdraw linking permission without notice.
We may disable all or any social media features and any links at any time without notice in our discretion.
If the Website contains links to other sites and resources provided by third parties, these links are provided for your convenience only. This includes links contained in advertisements, including banner advertisements and sponsored links. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them. If you decide to access any of the third-party websites linked to this Website and any services connected with such third-party websites, you do so entirely at your own risk and subject to the terms and conditions of use for such websites.
The Website may contain links to or traffic from third-party platforms, including those of our strategic partners. While AdvisorFinder strives to partner with reputable organizations, we are not responsible for the content, functionality, or practices of third-party platforms.
By accessing AdvisorFinder through a third-party platform, you acknowledge that:
1. AdvisorFinder disclaims liability for any issues arising from the partner's platform or their terms of service.
2. Your interactions with third-party platforms are governed by their respective terms and policies.
The owner of the Website is based in the Commonwealth of Virginia in the United States. We provide this Website for use only by persons located in the United States. We make no claims that the Website or any of its content is accessible or appropriate outside of the United States. Access to the Website may not be legal by certain persons or in certain countries. If you access the Website from outside the United States, you do so on your own initiative and are responsible for compliance with local laws.
If you access the Website from outside the United States:
- You do so at your own risk and initiative
- You are responsible for compliance with all local laws
- AdvisorFinder makes no representation that the Website is appropriate or legal in your jurisdiction
- AdvisorFinder disclaims all liability for your access or use
These Terms may be translated for convenience. In case of any conflict between the English version and any translation, the English version controls. All communications and dispute resolution will be conducted in English.
Marketplace Status. The Company is not a party to, and does not supervise, direct, control, or accept responsibility for, any engagement, advice, recommendation, or services between Consumers and Advisors.
User-to-User Disputes. To the maximum extent permitted by law, you are solely responsible for your interactions with other Users (including Advisors). The Company may, but has no obligation to, monitor or mediate disputes.
Release. To the maximum extent permitted by law, you release the Company and its affiliates from claims, demands, and damages of every kind and nature, known and unknown, arising out of or related to disputes between you and any Advisor or other User (including claims sounding in negligence). This release does not waive claims based on the Company’s own fraud or willful misconduct, or any liability that cannot be limited under Applicable Law.
California residents: you expressly waive California Civil Code §1542 (and any similar statute), acknowledging this release extends to claims you do not know or suspect to exist in your favor at the time of agreeing to this release.
AdvisorFinder operates under two business models: (1) subscription-based platform services where advisors pay for profile listing and administrative tools, and (2) contact inquiry services where advisors compensate us for facilitating initial prospect inquiries. Depending on the arrangement, we may operate as a paid, non-client endorser or promoter under SEC Marketing Rule 206(4)-1. Our compensation is never contingent on client conversion, investment outcomes, or advisory relationship success. We do not act as a placement agent, solicitor for securities transactions, or broker-dealer.
Investment advisors who post content on AdvisorFinder.com are solely responsible for compliance with the rules and requirements of the Investment Advisers Act of 1940 (the “Advisers Act”), including Rule 206(4)-1 regarding investment adviser marketing (the “Marketing Rule”). AdvisorFinder is not responsible for, nor has AdvisorFinder independently verified, any investment advisor’s compliance with the Advisers Act or the Marketing Rule, including with respect to any testimonials, endorsements or other content posted to AdvisorFinder.com. AdvisorFinder makes no warranties regarding the quality, accuracy, or completeness of investment advisor profiles or information. You acknowledge and agree that AdvisorFinder (i) takes no responsibility in reviewing the information or advice provided by an Investment Advisor on AdvisorFinder’s website and (ii) does not directly advise clients or assume responsibility for management or supervision of client assets. You acknowledge and agree that AdvisorFinder makes no representation and bears no responsibility for the quality of the investment advice (whether general or personalized, oral or written) that an Investment Advisor renders to and on behalf of a client. If your are using AdvisorFinder to find a financial advisor or investment advisor, you are solely responsible for conducting due diligence before forming any business relationship with an advisor. We make no warranties regarding contact inquiry delivery, investment advisor contact response rates, or the formation of professional relationships.
You understand that we cannot and do not guarantee or warrant that files available for downloading from the internet or the Website will be free of viruses or other destructive code. You are responsible for implementing sufficient procedures and checkpoints to satisfy your particular requirements for anti-virus protection and accuracy of data input and output, and for maintaining a means external to our site for any reconstruction of any lost data.
TO THE FULLEST EXTENT PROVIDED BY LAW, THE WEBSITE AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. WE DO NOT WARRANT THAT THE WEBSITE WILL BE ERROR-FREE, UNINTERRUPTED, SECURE, OR FREE FROM VIRUSES OR OTHER HARMFUL COMPONENTS. We will not be liable for any damages from denial-of-service attacks, viruses, or other technologically harmful material. You are responsible for implementing appropriate anti-virus protection and maintaining backups of your data.
Enriched data derived from third-party sources is provided without warranties of accuracy, completeness, or reliability and may contain errors or outdated information. We disclaim all liability for damages arising from enriched data use. This Website includes content from third parties over which we have no control and for which we accept no responsibility.
TO THE FULLEST EXTENT PROVIDED BY LAW, ADVISORFINDER DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR A PARTICULAR PURPOSE. Your use of the Website is at your own risk, and we make no representations that the Website will meet your needs or expectations.
THE FOREGOING DOES NOT AFFECT ANY WARRANTIES THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL THE COMPANY OR ITS AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, REVENUE, GOODWILL, DATA, OR BUSINESS INTERRUPTION, EVEN IF ADVISED OF THE POSSIBILITY.
SUBJECT TO THE FOREGOING, THE COMPANY’S TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE GREATER OF: (A) $500; OR (B) THE AMOUNTS YOU PAID TO THE COMPANY FOR THE SERVICES GIVING RISE TO THE CLAIM DURING THE 9 MONTHS IMMEDIATELY PRECEDING THE EVENT FIRST GIVING RISE TO LIABILITY.
This limitation applies to all theories of liability (contract, tort, negligence, strict liability, warranty, or otherwise). The limitation does not apply to the extent liability cannot be limited under Applicable Law (e.g., for the Company’s own fraud or willful misconduct).
You agree to defend, indemnify, and hold harmless the Company and its affiliates, and their respective officers, directors, employees, agents, and licensors, from and against any third-party claims, losses, liabilities, damages, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (i) your breach of these Terms; (ii) your User Contributions; (iii) your violation of Applicable Law; or (iv) your interactions with other Users. We may assume the exclusive defense and control of any matter subject to indemnification, and you will cooperate with our defense.
Advisors additionally agree to defend, indemnify, and hold harmless the Company from and against claims, losses, liabilities, damages, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to the Advisor’s noncompliance with the Investment Advisers Act, the SEC Marketing Rule 206(4)-1, or other Applicable Law, including failures to provide clear and prominent compensation/conflict disclosures in endorsements/testimonials made on or through the Services.
PLEASE READ THIS SECTION CAREFULLY. IT MAY AFFECT YOUR LEGAL RIGHTS.
(a) Agreement to Arbitrate: You and AdvisorFinder agree that any dispute, claim, or controversy between you and AdvisorFinder arising out of or relating to these Terms, the Website, or the Services (collectively, "Disputes") will be resolved through binding individual arbitration, except as provided below.
(b) Arbitration Rules: The arbitration will be administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules, as modified by these Terms. The AAA rules are available at www.adr.org.
(c) Arbitration Location: The arbitration will be conducted in Virginia Beach, Virginia, unless you and AdvisorFinder agree to conduct it by telephone, video conference, or written submission.
(d) CLASS ACTION WAIVER: YOU AND ADVISORFINDER AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, REPRESENTATIVE, OR COLLECTIVE ACTION. THE ARBITRATOR MAY NOT CONSOLIDATE PROCEEDINGS OR CLAIMS.
(e) Exceptions: The following Disputes are excluded from arbitration: (i) small claims court actions; (ii) claims for injunctive relief related to intellectual property; (iii) disputes that cannot be arbitrated under applicable law.
(f) Opt-Out: You may opt out of this arbitration agreement within 30 days of first accepting these Terms by emailing support@advisorfinder.com with "Arbitration Opt-Out" in the subject line.
(g) Severability: If the class action waiver is found unenforceable, the entire arbitration agreement shall be null and void, and disputes will be litigated in court as provided below.
Governing Law and Jurisdiction
All matters relating to the Website and these Terms of Service shall be governed by and construed in accordance with the internal laws of the Commonwealth of Virginia without giving effect to any choice or conflict of law provision or rule.
For disputes not subject to arbitration as described above (including if you opt out of arbitration or if the arbitration agreement is found unenforceable), any legal suit, action, or proceeding arising out of or related to these Terms or the Website shall be instituted exclusively in the federal courts of the United States or the courts of the Commonwealth of Virginia, in each case located in the City of Virginia Beach. You waive any and all objections to the exercise of jurisdiction over you by such courts and to venue in such courts.
Limitation on Time to File Claims
ANY CAUSE OF ACTION OR CLAIM YOU MAY HAVE ARISING OUT OF OR RELATING TO THESE TERMS OR THE WEBSITE MUST BE COMMENCED WITHIN ONE (1) YEAR AFTER THE CAUSE OF ACTION ACCRUES, WHETHER IN ARBITRATION OR COURT; OTHERWISE, SUCH CAUSE OF ACTION OR CLAIM IS PERMANENTLY BARRED.
Waiver and Severability
No waiver by AdvisorFinder of any term or condition set out in these Terms shall be deemed a further or continuing waiver of such term or condition or a waiver of any other term or condition. Any failure of AdvisorFinder to assert a right or provision under these Terms shall not constitute a waiver of such right or provision.
If any provision of these Terms is held by a court or arbitrator of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such provision shall be eliminated or limited to the minimum extent necessary so that the remaining provisions of the Terms will continue in full force and effect.
Survival
The following provisions survive termination of these Terms: Intellectual Property Rights, User Content License, Disclaimer of Warranties, Limitation of Liability, Indemnification, Binding Arbitration and Class Action Waiver, Governing Law and Jurisdiction, Limitation on Time to File Claims, and any other provisions that by their nature should survive.
The Terms of Service and our Privacy Policy constitute the agreement between you and AdvisorFinder LLC regarding the Website, UNLESS you have entered into a separate written agreement with AdvisorFinder (such as an Order Form, Pilot Agreement or Partner Services Agreement), in which case that separate agreement governs and these Terms apply only as specified in such agreement.
This website is operated by:
AdvisorFinder LLC
5215 Colley Ave, Suite 134
Norfolk, VA 23508
All legal notices should be sent to:
Williams Mullen
Attn: AdvisorFinder Legal Dept
222 Central Park Ave #1700
Virginia Beach, VA 23462
All other feedback, comments, requests for technical support, and other communications relating to the Website should be directed to: support@advisorfinder.com