How Do You Check Investment Adviser Registration?
Find out how to check investment adviser registration using IAPD and why Investor.gov points investors there before they trust a financial professional.
To check investment adviser registration, use the Investment Adviser Public Disclosure website and search the adviser or advisory firm by name. Review whether the person or firm is registered, where the registration sits, and whether related disciplinary or disclosure information needs closer review before you invest.
IAPD check points
Name match
Avoids wrong record
Confirm spelling and firm
Registration status
Shows whether listed
Treat missing status seriously
SEC or state registration
Shows regulator
Review details
Disclosure information
Flags issues
Read before investing
BrokerCheck links
Broker records may exist
Search both tools
Use IAPD for adviser-focused checks
BrokerCheck and IAPD overlap for some financial professionals, but IAPD is the main public tool for investment adviser and advisory firm registration records.
Check registration
- 1Open the IAPD website.
- 2Search for the investment adviser or advisory firm by name.
- 3Confirm you have the right person or firm record.
- 4Review registration status, regulator details, disclosures, and linked records.
- 5Do not send money if you cannot verify registration or if the record raises unresolved concerns.
FAQ
What is IAPD?
IAPD is the Investment Adviser Public Disclosure website, a public tool for checking investment adviser and advisory firm registration information.
Is IAPD different from BrokerCheck?
Yes. IAPD focuses on investment advisers and advisory firms, while BrokerCheck is commonly used for brokers, brokerage firms, and related records.
What if I cannot verify an investment adviser?
Treat missing or unclear registration as a warning sign. Confirm spelling, search related databases, and avoid sending money until you can verify the professional or firm.
Sources & method
We reviewed these references while writing this answer. Figures are estimates — confirm safety-critical work with a professional. Last updated June 7, 2026.
- IAPD - Investment Adviser Public DisclosureSEC / NASAA · adviserinfo.sec.govSupports the official IAPD lookup tool for investment adviser registration checks.
- Check Out Your Investment ProfessionalInvestor.gov / SEC · investor.govSupports why investors should check registration and how Investor.gov routes users to IAPD and BrokerCheck.