How we use your information
Last updated 14 October 2026
What we collect
When you request an audit or contact us, we collect what you type into the form: your name, work email, firm name, website, the area you serve, and anything else you choose to share, such as your CRD number or role.
What we use it for
We use it to prepare and send your audit, to reply to your message, and to follow up about AdvisorGro services you asked about. We do not sell your information or share it with other companies for their marketing.
What the audit looks at
The audit uses only publicly available information about your firm, such as your website, search results, AI assistant answers, directory listings and your public SEC record. We do not access any private systems or accounts.
Service providers
Our website and forms are hosted by Netlify, which processes form submissions on our behalf. We may use email and analytics providers to run our service, under their own privacy terms.
Your choices
You can ask us at any time to update or delete the information you gave us, or to stop contacting you. Use the contact form and we will act on it.