IARD Renewal & Form ADV Annual Amendment Services

2025 IARD Renewal & Form ADV Annual Amendment Services

IARD Renewal Service

The IARD Renewal Service is to assist an investment adviser with the year-end state renewal process in order for the investment adviser firm to remain properly registered or notice filed and its investment adviser representatives to remain properly licensed. RIA Compliance Consultants notifies the investment adviser of important dates and provides follow-up reminders throughout the renewal period. Additionally, we retrieve from the IARD/CRD system and provide important reports to assist with the renewal process. We will also monitor the investment adviser’s renewal account to verify that the account is funded in a timely manner; reminders will be provided until we verify that funding is credited to the account.

Form ADV Annual Amendment Service

The ADV Annual Amendment Service provided by RIA Compliance Consultants assists an investment adviser with preparing and filing through the IARD system the Form ADV Part 1 annual amendment that an investment adviser must file within 90 days of the investment adviser’s fiscal year end.

Before submitting the online payment for this service you will be prompted to execute an electronic contract. Once we have received your executed agreement along with your online payment, we will email you instructions on how to provide RIA Compliance Consultants with user access to your IARD/Web CRD Account. This will allow us to prepare and submit documents on your behalf.

Available Services

• 2025 IARD Renewal & Form ADV Annual Amendment Service – $1,325
• 2025 IARD Renewal & Form ADV Annual Amendment Service (Managing Private Funds) – $1,635
• 2025 IARD Renewal & Form ADV Annual Amendment Service (Exempt Reporting Adviser) – $900

Free ADV Annual Amendment Drafting Webinar

Watch our webinar to get expert advice for drafting your Form ADV Annual Updating Amendment.