Terms of Use

Acceptance of Terms

By accessing or using RIA First, you agree to be bound by these Terms of Use. If you do not agree with these terms, you should not access or use the platform. RIA First may update these Terms of Use from time to time. Continued use of the platform after changes are posted constitutes acceptance of the updated terms.

Nature of the Service

RIA First is an informational platform that provides structured access to publicly available information about registered investment advisers, including regulatory disclosures and related data. The platform may also include summaries, classifications, metadata, or other informational enhancements generated through automated or AI-assisted processes. RIA First does not provide investment advice, brokerage services, or advisory services of any kind.

No Investment Advice or Recommendation

Content made available on RIA First is provided for informational and reference purposes only.

Nothing on the platform constitutes:

• Investment, legal, tax, or accounting advice
• A recommendation, solicitation, or endorsement of any investment adviser, strategy, or service
• An assessment of the quality, performance, or suitability of any firm or offering

Users are responsible for independently verifying information through official regulatory filings and other authoritative sources.

Use of the Platform

You may use RIA First solely for lawful, informational purposes.

You agree not to:

• Misuse, interfere with, or disrupt the platform or its underlying systems
• Attempt to gain unauthorized access to accounts or data
• Use automated means to scrape, extract, or reproduce substantial portions of the platform without permission
• Present content from RIA First in a misleading or deceptive manner

RIA First reserves the right to restrict or terminate access for violations of these Terms.

Accounts, Claims, and Profile Management

Certain features of RIA First may require account registration, including the ability to claim, verify, or manage firm profiles.

By creating an account or submitting information, you represent that:

• You are authorized to act on behalf of the relevant firm or organization
• Information you provide is accurate to the best of your knowledge

Verification status, badges, or profile indicators reflect confirmation of information only and do not imply endorsement, approval, or evaluation by RIA First.

Intellectual Property

The platform, including its structure, organization, design, and original content, is owned by RIA First or its licensors and is protected by applicable intellectual property laws. Public regulatory data and filings remain the property of their respective sources. You may not reproduce, redistribute, or commercially exploit platform content without prior written permission, except as permitted by law.

Availability and Modifications

RIA First may modify, suspend, or discontinue any part of the platform at any time, with or without notice. RIA First does not guarantee uninterrupted availability or error-free operation.

Disclaimers

RIA First provides the platform and its content on an “as is” and “as available” basis.

To the maximum extent permitted by law:

• RIA First makes no warranties regarding accuracy, completeness, or reliability of information
• Use of the platform is at your own risk

Limitation of Liability

To the extent permitted by law, RIA First shall not be liable for any indirect, incidental, consequential, or special damages arising out of or related to your use of the platform. This includes, without limitation, reliance on information presented on RIA First.

Governing Law

These Terms of Use are governed by and construed in accordance with the laws of the applicable jurisdiction, without regard to conflict-of-law principles.

Contact

If you have questions about these Terms of Use, contact us at support@riafirst.com.