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Business Insurance for Financial and Investment Advisors

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A bad investment or economic downturn could topple everything you've worked so hard to build. Protect yourself against liability lawsuits and other risks with policies tailored for investment advisors and financial planners.

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One application, multiple quotes

Insureon helps financial and investment advisors compare small business insurance quotes from top U.S. carriers online. Get several quotes with one application.

What types of insurance do financial and investment advisors need?

These policies provide coverage for the most common risks investment advisors and financial planners face.

Looking for different coverage? See more policies.

How much does insurance for financial and investment advisors cost?

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Several factors will have an impact on insurance costs, including:

  • Financial advice, investment advice, and planning services offered
  • Business equipment and property
  • Revenue
  • Location
  • Number of employees
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What our customers are saying
"Raynaldo made quick work of things. I told him what I needed, and ultimately I had a certificate of insurance in a matter of hours. Up to that point, I had spent hours going in circles with others."
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Why do financial planners and investment advisors need insurance?

If a mistake or error in judgment leads to a client’s financial loss, a registered investment advisor (RIA) or a tax preparer could face a hefty lawsuit. Financial planner and investment advisor insurance helps protect your decisions, such as management of retirement funds. It also protects against risks faced by any small business, such as injuries and property damage.

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