For advisory firms
Short answer
The advisor directory is not open yet, so no firm profile is public. When it opens, it works like this. Use the "Report an error or remove this profile" link on the profile. Removal takes effect immediately and is permanent: the profile is unpublished and does not come back when public-record data is refreshed. Corrections are answered within 48 hours.
Most facts on a profile are reproduced from public filings, so some corrections are made by amending the filing itself. WealthPlanner will tell you if that is the case.
A request about one individual adviser affects only that person's profile, not the firm's. If you ask to remove your own profile or your firm's, your email address is also excluded from any future WealthPlanner outreach.
Last reviewed October 1, 2026 by the WealthPlanner editorial team. Something wrong or out of date? Tell us.
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