| Firm Name | Address | Phone | Website | |
| Advisory World Financial Technology | 21241 Ventura Blvd., #290, Woodland Hills CA 91364 | 800-480-3888x | http://advisoryworld.com | |
| Bloomberg | New York, NY | 212 318 2000x | http://www.bloomberg.com | |
| FinaMetrica | Atlanta, GA | 404-320-6047x | tyler.nunnally@finametrica.com | https://www.riskprofiling.com/ |
| Hidden Levers | 72 Allen St., 3rd Floor, New York, NY | 800-277-4830x | https://www.hiddenlevers.com/ | |
| IPS Advisor Pro | Abele Office Park, 10, Emerson Lane, Suite 801, Bridgeville, PA 15017 |
http://www.ipsadvisorpro.com | ||
| Kwanti | 71 Stevenson St., Suite 400, San Francisco, CA 94015 | 415-354-9703x | sales@kwanti.com | https://kwanti.com/ |
| MorningStar | 22 West Washington St., Chicago, IL 60602 | 312-696-6000x | productinfo@morningstar.com | http://corporate.morningstar.com |
| Pocket Risk | 917-563-2502x | support@pocketrisk.com | https://www.pocketrisk.com/ | |
| PrairieSmarts | http://www.prairiesmarts.com/ | |||
| Riskalyze | Elm Plaza, 373 Elv Ave., Ayburn, CA 95603 | 530-748-1660x | https://www.riskalyze.com | |
| The E-Valuator | 7760 France Avenue South #810,Bloomington, MN 55435 | (855) 870 EVAL | http://e-valuator.com/ | |
| Tolerisk | support@tolerisk.com | www.tolerisk.com | ||
| Ycharts | 414 N. Orleans St., Suite 302, Chicago, IL 60654 | 866-965-7552x | info@ycharts.com | https://ycharts.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.
