Short, and you chose9 ▶ Mandeville Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✓ ✓ ✓ ✗ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 1 Short, and you chose Language / site edition — English | Français + location Their direct phone or email No Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location (office accordion), Language / site edition — English | Français Route 1 — Short, and you chose Machines can read No Where we looked mandevilleinc.com/contact.html This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes carried by Language / site edition — English | Français ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 1 lets a consumer narrow by what they need. You are not one of them.
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▶ Pinnacle Investments US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✓ ✗ ✓ ✓ ✓ 5 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 1 Short, and you chose Credentials · Internal team/group + location Their direct phone or email Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Credentials, Location, Internal team/group Route 1 — Short, and you chose Machines can read Yes Where we looked pinnacleinvestments.com/find-an-advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Credentials ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Edward Jones US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Distance · Name · Life event +3 more + location Their direct phone or email Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Distance, Name, Life event, Identity/community, Specialty/approach, Focus area (sort only, shipped hidden) Route 2 — Short, and you chose Machines can read Yes Where we looked edwardjones.com/us-en/search/financial-advisor/results This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty/approach ✓ Narrow by who fits you — passes carried by Life event ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are one of them.
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▶ Edward Jones Canada Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✓ ✓ ✓ ✓ 5 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Distance · Name · Language + location A named advisor — but a shared number Yes This walk ended in a named advisor — but a shared number .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in a named advisor — but a shared number ✓ Keep your details until you choose — passes the walk ended in a named advisor — but a shared number ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 1 lets a consumer narrow by what they need. You are not one of them.
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▶ Manulife Wealth Canada · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Language · Specialty/service line + location Their direct phone or email Yes This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty/service line ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are one of them.
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▶ Merrill US · Broker-dealers, IBDs & platforms · observed 2026-09-09 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Language · Credentials + location Their direct phone or email Yes Observed 2026-09-09 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Language, Credentials Route 2 — Short, and you chose Machines can read Yes Where we looked advisor.ml.com/search This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Credentials ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are one of them.
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▶ Morgan Stanley US · Broker-dealers, IBDs & platforms · observed 2026-09-09 ✓ ✓ ✓ ✓ ✓ ✓ 6 of 6 ✓ See a real person at all — passes ✓ Narrow by what you need — passes ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Radius · Specialty · Credentials +3 more + location Their direct phone or email Yes Observed 2026-09-09 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Radius, Specialty, Credentials, Language, Occupation/segment, Sort Route 2 — Short, and you chose Machines can read Yes Where we looked advisor.morganstanley.com/search This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✓ Narrow by what you need — passes carried by Specialty, Credentials ✓ Narrow by who fits you — passes carried by Language, Life event ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Nothing. This surface passes all six.
Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are one of them.
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▶ National Bank Financial (nbfwm.ca) Canada · Broker-dealers, IBDs & platforms · observed 2026-09-09 ✓ ✗ ✓ ✓ ✓ ✓ 5 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Language · Name + location Their direct phone or email Yes Observed 2026-09-09 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location (province), Location (city), Location (branch), Language, Name Route 2 — Short, and you chose Machines can read Yes Where we looked nbfwm.ca/advisor.html This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 1 lets a consumer narrow by what they need. You are not one of them.
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▶ UBS US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✓ ✓ ✓ ✓ 5 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you chose Advisor name + location A calendar — but not that advisor’s Yes This walk ended in a calendar — but not that advisor’s .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes carried by the page “UBS Sports & Entertainment” ✓ Reach them yourself — passes the walk ended in a calendar — but not that advisor’s ✓ Keep your details until you choose — passes the walk ended in a calendar — but not that advisor’s ✓ Be found by a machine — passes machines can read it: Yes How this row narrows. “UBS Sports & Entertainment” — a page for athletes & entertainers, naming 56 advisors.
What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by what they need. You are not one of them.
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Longer, but the steps earned it1 ▶ CI Assante Canada · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✓ ✓ ✓ ✗ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 3 Longer, but the steps earned it Advisor name · Province · Language + location Nothing No Observed 2026-09-10 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location, Advisor name, Province, Language Route 3 — Longer, but the steps earned it Machines can read No Where we looked cifinancial.com/ci-assante/ca/en/locator.html This walk ended in nothing .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✓ Narrow by who fits you — passes carried by Language ✓ Reach them yourself — passes the walk ended in nothing ✓ Keep your details until you choose — passes the walk ended in nothing ✗ Be found by a machine — fails What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 1 lets a consumer narrow by what they need. You are not one of them.
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Short — because you never got to choose30 ▶ DFSIN Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 1 Short, and you skipped the choice Name/financial centre + location Their direct phone or email Yes Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location, Name/financial centre Route 1 — Short — because you never got to choose Machines can read Yes Where we looked dfsin.ca/en/get-in-touch/advisors.html This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ Harbour Investments US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 1 Short, and you skipped the choice Nothing A named advisor — but a shared number Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered None Route 1 — Short — because you never got to choose Machines can read Yes Where we looked harbourinv.com/find-advisor This walk ended in a named advisor — but a shared number .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a named advisor — but a shared number ✓ Keep your details until you choose — passes the walk ended in a named advisor — but a shared number ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Rockefeller Capital US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 1 Short, and you skipped the choice Radius · Adviser or team name + location Their direct phone or email Yes This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 11 SEARCH LOCATION enter city, state, or zip code... 10 mi 15 mi 25 mi 50 mi SEARCH NAME enter name... MAP VIEW LIST VIEW CLEAR What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Steward Partners US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 1 Short, and you skipped the choice Location only Their direct phone or email Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location Route 1 — Short — because you never got to choose Machines can read Yes Where we looked stewardpartners.com/Find-an-Advisor.4.htm This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 21 All Albany, NY Andover, MA Austin, TX Baltimore, MD Bel Air, MD Bethesda, MD Birmingham, AL Charlotte, NC Chattanooga, TN Chesapeake, VA Clearwater, FL Clemson, SC Columbus, OH Conshohocken, PA Culpeper, VA Dallas, TX Dalton, GA Danville, CA Easley, SC ... 96 entries in total, every one of them a city What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ William Blair US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 1 Short, and you skipped the choice Role/team category + location Their direct phone or email Yes This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 17 Filter by: Clear selections Management (7) Professional Resources (25) Location Atlanta (5) Baltimore (14) Boston (5) Chicago (130) Columbus (2) Denver (2) Fort Myers (2) Los Angeles (2) New York (10) Philadelphia Area (6) San Francisco (3) Stamford (2) What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Ameriprise US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Name + location Their direct phone or email Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Name Route 2 — Short — because you never got to choose Machines can read Yes Where we looked ameripriseadvisors.com This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ B. Riley Wealth US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Name (via free text only) + location Their direct phone or email Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (via free text only), Name (via free text only) Route 2 — Short — because you never got to choose Machines can read Yes Where we looked brileywealth.com/financial-advisor-directory This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Cetera US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Distance radius · Record type (advisor vs branch) · Name + location A named advisor — but a shared number No Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Distance radius, Record type (advisor vs branch), Name Route 2 — Short — because you never got to choose Machines can read No Where we looked cetera.com/find-an-advisor This walk ended in a named advisor — but a shared number .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a named advisor — but a shared number ✓ Keep your details until you choose — passes the walk ended in a named advisor — but a shared number ✗ Be found by a machine — fails Every control on the page, as the page labels it 6 Find by Location / Find by Name (two tabs) 'Find an advisor or branch near you' 'Search by location' - Google Places autocomplete free-text box (input#fap-location__input__autocomplete) '10 Miles' / '20 Miles' / '30 Miles' / '40 Miles' / '50 Miles' (select[name=search-radius]) 'View Filters' -> panel headed 'Filters' containing exactly two checkboxes: 'All Advisors' (input#bh-sl-advisors) and 'All Branches' (input#bh-sl-branches), both checked by default 'Search by name' (Find by Name tab) What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Designed Wealth Management Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Name · City · Province Their direct phone or email Partly Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Name, City, Province Route 2 — Short — because you never got to choose Machines can read Partly Where we looked designedwealthmanagement.ca/find-an-advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ Fidelity US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice State · Advisor name + location A named advisor — but a shared number Partly Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, State, Advisor name Route 2 — Short — because you never got to choose Machines can read Partly Where we looked fidelity.com/wealth/financial-advisors This walk ended in a named advisor — but a shared number .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a named advisor — but a shared number ✓ Keep your details until you choose — passes the walk ended in a named advisor — but a shared number ✗ Be found by a machine — fails What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Harbourfront Wealth Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Line of business · Name search + location Their direct phone or email Yes Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location, Line of business, Name search Route 2 — Short — because you never got to choose Machines can read Yes Where we looked harbourfrontwealth.com/find-an-advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ Hilltop Securities US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Name + location Their direct phone or email Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Name Route 2 — Short — because you never got to choose Machines can read Yes Where we looked advisors.hilltopsecurities.com This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ iA Private Wealth Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Adviser name + location Their direct phone or email Yes This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 10 By location By name Postal code A1A 1A1 Near me Use my current location Advisor name First name and/or last name Enter your postal code or use your current location to find an advisor in your area. Results will show advisors within 25 kilometres. Enter your advisor's first or last name to find their contact information. What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ IG Wealth Management Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Advisor name (free text) + location Their direct phone or email Partly Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location (postal code or town/city), Advisor name (free text) Route 2 — Short — because you never got to choose Machines can read Partly Where we looked ig.ca/en/find-an-advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails Every control on the page, as the page labels it 7 Find an advisor By location By name Enter a postal code or town/city Enter a name Go (FRENCH EDITION, same two controls) Trouver un conseiller / Par endroit / Par nom / Aller What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ Investment Planning Counsel (IPC) Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Nothing Their direct phone or email Yes Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked advisors.ipcc.ca This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ J.P. Morgan Wealth Partners (JPMA) shared roster US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Filter by type: All / Advisors / Teams / Offices (entity type, NOT a specialty) Short — because you never got to choose Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Filter by type: All / Advisors / Teams / Offices (entity type, NOT a specialty) Route 2 — Short — because you never got to choose Machines can read Yes Where we looked wealthpartners.jpmorgan.com/search This walk reached a named person. What it ended in was not recorded, so the route stands in its place: Short — because you never got to choose .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the route was: Short — because you never got to choose ✓ Keep your details until you choose — passes the route was: Short — because you never got to choose ✓ Be found by a machine — passes machines can read it: Yes Not independent. This row shares 85 named individuals with the paired row shared with J.P. Morgan Wealth. Any count that includes both counts it twice.
What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Janney US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Radius · Name search + location Their direct phone or email Yes This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Lincoln Investment US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Advisor name + location Their direct phone or email No Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (ZIP), Location (City), Location (State), Location (radius in miles), Advisor name Route 2 — Short — because you never got to choose Machines can read No Where we looked lincolninvestment.com/FindAdvisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails Every control on the page, as the page labels it 8 Search By Location Search By Name MY LOCATION Zip code City State Find advisors within 20 miles of: SEARCH What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ LPL US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Financial professional name + location Their direct phone or email No Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (address/city/state/ZIP, 100-mile radius), Financial professional name Route 2 — Short — because you never got to choose Machines can read No Where we looked lpl.com/investors/find-an-advisor.html This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails Every control on the page, as the page labels it 4 Search by Financial Professional Name or Search by Address, City, State, or Zip Search Show More Results What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Oppenheimer US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Branch location (second search mode on the same surface) + location Their direct phone or email Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location or name (one combined free-text field), Branch location (second search mode on the same surface) Route 2 — Short — because you never got to choose Machines can read Yes Where we looked oppenheimer.com/find-a-financial-professional This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 7 Search for: Financial Professional Branches Enter Name or Zip Code Enter City, State, or Zip Code Enter the First Name, Last Name or Zip Code of the Financial Advisor or Financial Consultant. Search What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Raymond James Canada Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Radius — 25 / 50 / 75 / 100 KM (a distance control; still location) · Advisor last name — a lookup for someone you already know, not a narrowing control + location Their direct phone or email Yes Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location — city/province or postal code, Radius — 25 / 50 / 75 / 100 KM (a distance control; still location), Advisor last name — a lookup for someone you already know, not a narrowing control Route 2 — Short — because you never got to choose Machines can read Yes Where we looked raymondjames.ca/findanadvisor What the walk found
Nothing lets a consumer narrow by what they need: no specialty, no designation or credential, no fee or compensation model. Nothing lets a consumer narrow by who fits them: no language, no identity or community, no life event or life stage. This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 4 Tab 1: 'Search by Location' — field label 'City and Province or Postal Code'; second control label 'Radius' with options exactly: 'Within 25 KM' | 'Within 50 KM' | 'Within 75 KM' | 'Within 100 KM'; button 'Search'. Tab 2: 'Search by Advisor Name' — field label 'Last Name'; button 'Search'. French edition, same two tabs: 'Recherche par lieu' | 'Recherche par nom de conseiller'; field 'Ville, Province ou Code Postal'; button 'Chercher'. The Radius control's LABEL AND ITS FOUR OPTIONS ARE NOT TRANSLATED — it still reads 'Radius' / 'Within 25 KM' on the French page. That is the complete control set. Confirmed against the served bytes and not only the DOM: the served /findanadvisor HTML (148,715 bytes) contains 2 <select> elements in total (one of them the header's account-login chooser, the other the radius), 0 checkboxes, 0 occurrences of 'specialt', 0 of 'designation', 0 of 'langue'. Addendum-5 sweep run: the page's single <iframe> is a src='javascript:void(0)' shell with 0 selects, 0 inputs and empty body text; 0 elements on the page expose a shadowRoot; 0 [role=listbox]/[role=combobox]/[aria-haspopup] custom comboboxes exist. No control appears after a search has run either — re-enumerated post-result and the set is unchanged. 1 further entry is held back: it carries our own adjudication rather than the page’s own labels. What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ RBC Wealth Management Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Select — 'Advisors' | 'Branches' · Language — 'English' | 'French' · By location — free text, city or postal code +1 more Their direct phone or email Yes Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Select — 'Advisors' | 'Branches', Language — 'English' | 'French', By location — free text, city or postal code, By name — free text. A lookup for someone you already know Route 2 — Short — because you never got to choose Machines can read Yes Where we looked rbcwealthmanagement.com/en-ca/find-an-advisor What the walk found
Nothing anywhere on the surface lets a consumer narrow by what they need: no specialty, no designation or credential, no fee or compensation model. The same is true of the firm’s sibling counsellor locator, which offers province and city only. Nothing a consumer can operate lets them narrow by who fits them. This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 4 English edition, labels exactly as printed: 'Select' → 'Advisors' / 'Branches'; 'Language' → 'English' / 'French'; 'By location'; 'By name'. Result header format: '38 advisor results for ""'. French edition, labels exactly as printed: 'Sélectionner' → 'Conseillers' / 'Succursales'; 'Langue' → 'Anglais' / 'Français'; 'Position (ville, code postal)'. Page title 'Répertoire des conseillers/succursales – RBC Gestion de patrimoine'. Sibling RBC PH&N Investment Counsel locator (/en-ca/phn/find-an-investment-counsellor), complete control set: 'Province' — 'Select a province' | Alberta | British Columbia | Manitoba | Nova Scotia | Ontario | Quebec | Saskatchewan; and 'City' — 'Select a city'. Nothing else. Addendum-5 sweep on the registered locator: 0 shadow roots; the only <iframe> is a srcless shell; the Select and Language controls are CUSTOM COMBOBOXES (<button class='rbc-dropdown-control'> + <li class='rbc-dropdown-search-result'>) and return NOTHING to querySelectorAll('select') — a DOM scan for <select> on this page finds zero controls and would have recorded 'no filters'. They were found by enumerating buttons and list items, and every one of them was driven. What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ RFG Advisory US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Location only Nothing Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (as static city/state headings, not a control) Route 2 — Short — because you never got to choose Machines can read Yes Where we looked rfgadvisorywealth.com This walk ended in nothing .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in nothing ✓ Keep your details until you choose — passes the walk ended in nothing ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Richardson Wealth Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Adviser name + location Their direct phone or email No Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Location, Adviser name Route 2 — Short — because you never got to choose Machines can read No Where we looked richardsonwealth.com/find-an-advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails Every control on the page, as the page labels it 25 By name Type... Or By location Province Alberta British Columbia Manitoba Nova Scotia Ontario Prince Edward Island Québec Saskatchewan City Brantford Burlington Guelph Hamilton Kitchener North York Ottawa St. Catharines Toronto Montréal Pointe-Claire What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ Sanctuary Wealth US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Prior firm / wirehouse of origin + location A queue No Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (state), Prior firm / wirehouse of origin Route 2 — Short — because you never got to choose Machines can read No Where we looked sanctuarywealth.com/partner-firms This walk ended in a queue .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a queue ✓ Keep your details until you choose — passes the walk ended in a queue ✗ Be found by a machine — fails Every control on the page, as the page labels it 2 'Filter by State:' -> 'Select Your State' <select>, 51 options, values are two-letter codes (all, AL, AK, AZ, AR, CA, CO, CT ...) 'Select Wirehouse' <select>, 18 options, verbatim and complete: all, Ameriprise, Azimut, Bruderman, Busey, Davenport, Edward Jones, Fieldpoint, Independent, JP Morgan, Lincoln, Merrill, Morgan Stanley, Raymond James, Sanctuary Wealth, UBS, Wells Fargo, Other 1 further entry is held back: it carries our own adjudication rather than the page’s own labels. What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Schwab US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Location only A queue Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location Route 2 — Short — because you never got to choose Machines can read Yes Where we looked schwab.com/financial-consultants This walk ended in a queue .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a queue ✓ Keep your details until you choose — passes the walk ended in a queue ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Simplicity Wealth US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✗ 3 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✗ Be found by a machine — fails 2 Short, and you skipped the choice Location only Their direct phone or email No Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (a fixed list of seven market links) Route 2 — Short — because you never got to choose Machines can read No Where we looked simplicitywealth.com This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✗ Be found by a machine — fails What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Stephens US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Role - corporate seniority rank only (5 options) · List/grid layout toggle + location A message you can send Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (17 offices, checkbox multi-select), Role - corporate seniority rank only (5 options), List/grid layout toggle Route 2 — Short — because you never got to choose Machines can read Yes Where we looked stephens.com/private-wealth-management/people This walk ended in a message you can send .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a message you can send ✓ Keep your details until you choose — passes the walk ended in a message you can send ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 28 Filters ALL LOCATIONS Atlanta, GA Austin, TX Charlotte, NC Columbia, SC Conway, AR Fayetteville, AR Hot Springs, AR Houston, TX Jackson, MS Jonesboro, AR Little Rock, AR Memphis, TN Nashville, TN New York, NY Rogers, AR Shreveport, LA Winston-Salem, NC ALL ROLES Senior Executive Vice President Executive Vice President Managing Director Senior Vice President Vice President View: List Icon Grid Icon What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Stratos Wealth US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Name + location Their direct phone or email Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Name, Location (State) - control present but empty Route 2 — Short — because you never got to choose Machines can read Yes Where we looked stratoswealthpartners.com/find-a-stratos-advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Wellington-Altus Canada · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 2 Short, and you skipped the choice Search by Name — 267 options, one per advisor. A lookup for someone you already know; narrows nothing you did not already know · Search by Location — 66 options, the firm's own offices · Search by Line of Business — 3 options, and they are the firm's three corporate brands +1 more Their direct phone or email Yes Observed 2026-09-11 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered Search by Name — 267 options, one per advisor. A lookup for someone you already know; narrows nothing you did not already know, Search by Location — 66 options, the firm's own offices, Search by Line of Business — 3 options, and they are the firm's three corporate brands, Reset Route 2 — Short — because you never got to choose Machines can read Yes Where we looked wellington-altus.ca/find-an-advisor What the walk found
Nothing lets a consumer narrow by what they need or by who fits them: no specialty, no designation or credential control — though designations are printed against every single name — no fee or compensation model, no language, no identity or community, no life event or life stage. This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 6 'Search by Name' — 267 results available 'Search by Location' — 66 results available. Options are office names: 'Aurora', 'Barrie', 'Brandon', 'Burlington', 'Burlington - Guelph Line', 'Calgary - Edison', 'Calgary – 11th Avenue Place', 'Calgary – 2535 3rd Ave. SE', 'Calgary – Livingston', 'Calgary – TD Tower', 'Calgary – Vintage Towers', … 'Toronto - Etobicoke', 'Toronto - King', 'Toronto – Rosedale' … 66 in all. 'Search by Line of Business' — 3 results available. The three options, verbatim and in full: 'Wellington-Altus Financial' | 'Wellington-Altus Private Counsel' | 'Wellington-Altus Private Wealth'. 'Reset' THE FRENCH EDITION SHIPS THE SAME THREE CONTROLS WITH THEIR LABELS STILL IN ENGLISH: on /fr/find-an-advisor/ the labels still read 'Search by Name', 'Search by Location' and 'Search by Line of Business', beneath a fully-translated nav ('ACCUEIL', 'À PROPOS', 'TROUVEZ UN CONSEILLER') and beside advisor titles that ARE translated ('Conseiller en placement', 'Conseiller en gestion de patrimoine principal et gestionnaire de portefeuille', 'Wellington-Altus Gestion Privée'). Addendum-5 sweep: the controls are CUSTOM COMBOBOXES (role=combobox + li[role=option], Search & Filter Pro), and querySelectorAll('select') returns ZERO on this page — a <select> scan would have recorded 'no filters' on a surface that has three. 0 iframes, 0 shadow roots, 0 checkboxes. No control appears after a search has run. What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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Longer, and the steps bought you nothing6 ▶ J.P. Morgan Wealth shared roster US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, and it bought nothing Location only Their direct phone or email Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location Route 3 — Longer, and the steps bought you nothing Machines can read Yes Where we looked jpmorganwealthmanagement.chase.com/advisor This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Not independent. This row shares 85 named individuals with the paired row shared with J.P. Morgan Wealth Partners (JPMA). Any count that includes both counts it twice.
What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Raymond James (US) US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, and it bought nothing Radius (5-100 miles) · Advisor last name · Sort order + location A message you can send Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location (address/city/state/ZIP), Radius (5-100 miles), Advisor last name, Sort order Route 3 — Longer, and the steps bought you nothing Machines can read Yes Where we looked raymondjames.com/find-an-advisor This walk ended in a message you can send .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a message you can send ✓ Keep your details until you choose — passes the walk ended in a message you can send ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 19 Search From the Following Options Search by Advisor Name Search by Location Enter Address, City, ST or Zip Code Near me Sort By: Most Relevant Most Relevant Distance Filter By Select mileage 5 miles 10 miles 15 miles 20 miles 50 miles 100 miles Sort By: A-Z A-Z Z-A What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Wedbush US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 3 Longer, and it bought nothing Adviser name + location Their direct phone or email Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Adviser name Route 3 — Longer, and the steps bought you nothing Machines can read Yes Where we looked wedbush.com/advisor-search This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 17 Enter your zip or address State... AK AZ CA CO HI MT NC NV NY OR PA TX VA WA Search By Last Name What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Benjamin F. Edwards US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 4 Longer, and it bought nothing Location only Their direct phone or email Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location Route 4 — Longer, and the steps bought you nothing Machines can read Yes Where we looked benjaminfedwards.com This walk ended in their direct phone or email .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in their direct phone or email ✓ Keep your details until you choose — passes the walk ended in their direct phone or email ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ First Command US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 4 Longer, and it bought nothing Country · Advisor name + location A queue Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Country, Advisor name Route 4 — Longer, and the steps bought you nothing Machines can read Yes Where we looked firstcommand.com This walk ended in a queue .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in a queue ✓ Keep your details until you choose — passes the walk ended in a queue ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Hightower US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✓ ✓ ✓ 4 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes ✓ Keep your details until you choose — passes ✓ Be found by a machine — passes 5 Longer, and it bought nothing Location only Nothing Yes Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location Route 5 — Longer, and the steps bought you nothing Machines can read Yes Where we looked hightoweradvisors.com/find-an-advisor.html This walk ended in nothing .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✓ Reach them yourself — passes the walk ended in nothing ✓ Keep your details until you choose — passes the walk ended in nothing ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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You can see them. You cannot reach them.3 ▶ BNY / Pershing US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✓ ✗ ✗ ✗ ✗ ✗ 1 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — Seen, not reachable Nothing A named advisor — but a shared number Partly Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered None Route You can see them. You cannot reach them. Machines can read Partly Where we looked bny.com/pershing/us/en.html This walk ended in a named advisor — but a shared number .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ J.P. Morgan Private Bank US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✗ ✗ ✓ 2 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes — Seen, not reachable Location only You can see them. You cannot reach them. Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location Route You can see them. You cannot reach them. Machines can read Yes Where we looked privatebank.jpmorgan.com/nam/en/locations This walk reached a named person. What it ended in was not recorded, so the route stands in its place: You can see them. You cannot reach them. .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes machines can read it: Yes What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Stifel US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✓ ✗ ✗ ✗ ✗ ✓ 2 of 6 ✓ See a real person at all — passes ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes — Seen, not reachable Advisor last name · State · ZIP code +2 more A message you can send Yes Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered Advisor last name, State, ZIP code, Distance (20/50/100 miles), Advisor-or-branch mode radio Route You can see them. You cannot reach them. Machines can read Yes Where we looked stifel.com/find-a-stifel-advisor This walk ended in a message you can send .
The six, and what carries each
✓ See a real person at all — passes a named advisor appears ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✓ Be found by a machine — passes machines can read it: Yes Every control on the page, as the page labels it 17 Find Stifel Near You Connect With an Advisor Select One Find an Advisor Find a Branch Last Name State Please select - OR - Zip Code Distance 20 50 100 << Previous Page Page 1 of 11 >> What would change this row
Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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No named person at any depth9 ▶ Dynasty Financial Partners US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Goldman Sachs PWM US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered None Route No named person at any depth Machines can read No Where we looked pwm.gs.com/nam/en-us This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Great Valley Advisor Group US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered None Route No named person at any depth Machines can read No Where we looked greatvalleyadvisors.com This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Integrated Partners US · Broker-dealers, IBDs & platforms · observed 2026-09-11 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No Observed 2026-09-11 Country US Segment Broker-dealers, IBDs & platforms All controls offered None Route No named person at any depth Machines can read No Where we looked integrated-partners.com This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Lion Street US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Radius · Firm name + location No named person at any depth No Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered Location, Radius, Firm name Route No named person at any depth Machines can read No Where we looked lionstreet.com/elite-network This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Osaic US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No Observed 2026-09-10 Country US Segment Broker-dealers, IBDs & platforms All controls offered None Route No named person at any depth Machines can read No Where we looked There is no find-an-advisor page here. No locator exists, at a firm whose own homepage claims 11,000+ financial professionals and 4M+ clients. The 181-URL sitemap carries no directory and no per-advisor page; the consumer entry presupposes you already have an advisor and offers four account portals. A roster page titled Meet Your Team exists on a second domain, unlinked from that site's navigation, and names nobody.
The consumer entry that does exist: osaic.com/im-a-client
This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Park Avenue Securities US · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Distance + location No named person at any depth No This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 41 broker-dealers, IBDs and platforms we audited in US, 4 let a consumer narrow by who fits them. You are not one of them.
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▶ Sterling Mutuals Canada · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No Observed 2026-09-10 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered None Route No named person at any depth Machines can read No Where we looked sterlingmutuals.com/advisor/index.html This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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▶ Worldsource Canada · Broker-dealers, IBDs & platforms · observed 2026-09-10 ✗ ✗ ✗ ✗ ✗ ✗ 0 of 6 ✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails — No route at all Nothing No named person at any depth No Observed 2026-09-10 Country Canada Segment Broker-dealers, IBDs & platforms All controls offered None Route No named person at any depth Machines can read No Where we looked worldsourcewealth.com/advisors This walk reached nobody. No named person at any depth .
The six, and what carries each
✗ See a real person at all — fails ✗ Narrow by what you need — fails ✗ Narrow by who fits you — fails ✗ Reach them yourself — fails ✗ Keep your details until you choose — fails ✗ Be found by a machine — fails What would change this row
See a real person at all Publish the individual advisors, not only offices, a switchboard or a form.Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count.Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage.Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything.Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it.Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads.Of the 17 broker-dealers, IBDs and platforms we audited in Canada, 5 let a consumer narrow by who fits them. You are not one of them.
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