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Form ADV is a document that Registered Investment Advisers (RIAs) are required to file with either their state or with the SEC. It’s broken down into two parts.
ADV Part I includes:
ADV Part II includes (among other things):
There are two ways to get a copy of an RIA’s Form ADV:
If you look it up online, you can search by name of the firm or by name of the advisor.