Advisor Services

We provide a services to assist Investment Advisers with their Blue Sky filings:

  • New Firm Set-up
  • Registrations: (State and SEC) / IARD filings
  • Form ADV amendments, including new Part II
  • Client Brochure in lieu of ADV Part II
  • Wrap-Fee Brochure
  • Deregistration service
  • RIA matching service
  • WSPs, Compliance Manuals and Code of Ethics


We speak your language and understand your needs.

Please feel free to email for more information, or call us at (888) 528-2677 to speak with one of our Blue-Sky specialists.

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how can we help you?

Contact us or submit a business inquiry online.


  • Blue Sky has been an integral component of our overall success, and
    we couldn’t imagine working without them.

    Zev Farkas, CEO Chapin Healthcare