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Claim or correct a profile
Claiming your profile helps us keep your firm's public information current. The process is free. There is no paid placement or ranking.
1. Find your firm
Search for your firm by name, city, or state. If you do not see it, submit the firm details in the form and we will review the request.
2. Verify your connection
Use a work email on your firm's domain, or ask us to call the firm's public phone number. We use this step to confirm that you are connected to the firm.
3. Suggest updates
You can request changes to your description, services, team, contact details, logo, office locations, and client focus. Please provide clear, current information.
4. Review and approval
We review requests and may ask for more information before making changes. Claiming a profile does not change its placement or ranking.
Request form
What you can update
- Firm description
- Services
- Team members
- Contact details
- Logo
- Office locations
- Client focus
What we do not change
- SEC Form ADV figures
- Public filing data
- Profile placement
- Profile ranking
FAQs
Does claiming a profile cost anything?
No. Claiming a profile and requesting normal updates are free. We do not sell paid placement or ranking.
How do I verify my connection to the firm?
Use a work email on the firm's domain, or request a call back to the firm's public phone number.
How long does review take?
Review time varies. Some requests take longer if we need more information.
Can I change SEC Form ADV figures?
No. Those figures come from public filings. We do not edit them through this process.
What if my firm is not listed?
Submit the firm name, website, public phone number, and your requested details. We will review the firm for inclusion.
Reader questions
Ask Richard
Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.
Text or WhatsApp (808) 600-9260