| Firm Name | Address | Phone | Website | |
| Advisor Flex | 1436 A Street, Suite #103, Washougal, WA 98671 | 360-335-3393x | http://www.advisorflex.com/ | |
| Advisor Websites.com | 1177 W. Hastings St., Suite 1812, Vancouver BC V6E 2K3, Canada | 888-946-3188x | https://advisorwebsites.com/ | |
| Bright Scope | 9191 Towne Centre Dr., Suite 401, San Diego, CA 92122 | 858-452-7500x | info@brightscope.com | http://www.brightscope.com/ |
| Paladin | 69 Lincoln Blvd., A-275, Lincoln, CA | 916-253-3334x | info@paladinregistry.com | https://www.paladinregistry.com/ |
| Smarsh | 851 SW 6th Ave., Suite 800, Portland, OR 97204 | 866-762-7741x | www.smarsh.com | |
| Vestorly | 335 Madison Ave., New York NY, 10017 | 646-863-9199x | https://www.vestorly.com/ | |
| Wealthminder | Wealthminder, 9th Floor, 1765 Greensboro Station Place, McLean, VA 22102 | (571) 766-8021x | https://www.wealthminder.com | |
| WiserAdvisor.com | 12150 Monument Dr., Suite 400, Fairfax, VA 22033 | 703-651-2060x | wa.assistance@wiseradvisor.com | http://www.wiseradvisor.com |
Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.
