Confidentiality and security are of the utmost importance to AdvisorBenchmarking.com and its strategic partners. Our reputation and integrity are directly related to how we maintain the privacy of our survey participants.

Please find below a description of how AdvisorBenchmarking.com strives to protect the privacy of the survey participants.

Survey Participants
All personal information about you and your firm (including your address, phone number, ADV number and email address) remain your private properties. No specific attribution will be made to you, your business or your firm. We will only use this information to clarify survey responses and validate the participant’s background.

Use of Survey Data
All individual responses to this survey, including financial information, will be kept strictly confidential. This information is obtained solely for the purpose of conducting research. Responses will only be presented in aggregate form and your individual practice information are never shared with anyone but you.