Disclaimer

Informational purposes only

Bedford Market Intelligence provides aggregate market-research information about the RIA succession market. It is offered for general informational purposes only and does not constitute investment, legal, tax, accounting, or other professional advice, and should not be relied upon as such.

Not a recommendation

Nothing in the Service is a recommendation, offer, or solicitation to buy, sell, or engage in any transaction with respect to any firm, security, or business. Any decisions you make are your own responsibility. Consult your own qualified advisors before acting.

Public data, no guarantee of accuracy

Information is compiled from publicly available regulatory filings (SEC / IAPD / FINRA). We do not warrant that the data is accurate, complete, current, or error-free. Filings may contain errors or be updated after we ingest them.

Aggregate and individual detail

Bedford surfaces market intelligence and individual advisor detail — including estimated age (inferred from public registration history) and firms' public ADV contact details (phone, website) — sourced entirely from public SEC / IAPD filings. Contact information is firm-level, not personal. Any outreach you conduct using the Service is your responsibility and is subject to applicable solicitation, do-not-call, and privacy rules.

Compliance is your responsibility

You are responsible for ensuring that your use of the Service — including any outreach, diligence, or transactional activity you undertake — complies with all applicable laws, regulations, and professional obligations.

Commercial redistribution

Commercial redistribution of SEC / FINRA / IAPD bulk data may be subject to source terms and applicable law. Verify permitted use with counsel before redistributing.