Effective Date: August 25, 2025
Last Updated: August 25, 2025
1. Information We Collect
Information You Provide
- Email Addresses: When you subscribe to our newsletter, we collect your email address
- Contact Information: If you contact us directly, we may collect your name, email, and message content
Information Automatically Collected
- Usage Data: We collect information about how you use our website (pages visited, time spent, etc.)
- Technical Data: IP address, browser type, device information, and referring website
- Cookies: We may use cookies and similar technologies to improve your experience
2. How We Use Your Information
We use the information we collect to:
- Send you newsletter updates about RIA rankings and industry insights (if you subscribe)
- Improve our website content and user experience
- Respond to your inquiries and provide customer support
- Analyze website usage to understand user preferences
- Ensure website security and prevent fraudulent activity
3. Information Sharing
We do not sell, trade, or rent your personal information to third parties.
We may share your information only in these limited circumstances:
- Service Providers: With trusted third-party services that help operate our website (hosting, email delivery, analytics)
- Legal Requirements: When required by law or to protect our legal rights
- Business Transfers: In the event of a merger, acquisition, or asset sale
4. Data Security
We implement appropriate security measures to protect your information:
- Secure database storage with encryption
- HTTPS encryption for all data transmission
- Regular security updates and monitoring
- Limited access to personal information on a need-to-know basis
While we strive to protect your information, no internet transmission is 100% secure. We cannot guarantee absolute security.
5. Your Rights and Choices
Newsletter Subscription
- Unsubscribe: You can unsubscribe from our newsletter at any time by contacting us
- Data Deletion: You can request deletion of your email address from our database
Cookies
- You can control cookies through your browser settings
- Disabling cookies may limit some website functionality
6. Data Retention
We retain your information for as long as:
- You remain subscribed to our newsletter
- Required for legitimate business purposes
- Required by law or regulation
You can request deletion of your data at any time by contacting us.
7. Children's Privacy
Our website is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If we become aware that we have collected such information, we will delete it promptly.
8. Changes to This Policy
We may update this privacy policy periodically. When we make significant changes, we will:
- Update the "Last Updated" date at the top of this page
- Notify subscribers via email if changes affect newsletter practices
- Post prominent notice on our website for major policy changes
9. Disclaimer
This website provides information about registered investment advisors for educational purposes. We are not affiliated with any of the advisors listed and do not provide investment advice. Always conduct your own research and consult with qualified professionals before making investment decisions.