Choose the correct listing path
1Claim existingExisting profile: identify it first, then subscribe and submit corrections.
2Add newNo profile: provide a full public professional listing, then subscribe.
3UpdateCurrent subscriber: submit new information without a second subscription.
4ReviewNothing from a public form is published directly; every change is reviewed.
Information you can submit
- Biography and professional description
- Planning areas, services and client focus
- Office location and public contact details
- Public advisor or corporate profile links
- Website URL and other public sources
- Corrections to outdated or incomplete directory information
What the subscription does not buy
The Professional Listing subscription does not buy ranking, preferred search placement, advisor suitability status, recommendation, endorsement or favourable editorial treatment.
Directory principle: search results remain evidence matches based on indexed public information. Paid listing maintenance is kept separate from search ranking.
Review standards
Submitted information may be checked against the advisor's public website, Assante profile, office information or other appropriate public sources. AssanteAdvisors.com may correct, decline or hold information when it cannot be reasonably supported.
Do not submit private client information, account numbers, confidential financial information, passwords or card data.