Screen, score, and benchmark every SEC-registered RIA. Identify acquisition targets, succession risk, and peer rankings — backed by SEC EDGAR data.
| Firm Name | State | Total AUM | 1Y Growth | Succession Risk | Employees |
|---|---|---|---|---|---|
| Halcyon Ridge Advisors | CA | $4.2B | +18.3% | High | 47 |
| Thornwell Capital Group | TX | $1.8B | +12.1% | Medium | 23 |
| Verdantis Financial | NY | $890M | +24.7% | Low | 12 |
| Oxbow & Kline Partners | WA | $3.1B | +8.4% | High | 34 |
| Duskfield Wealth Strategies | CO | $620M | +31.2% | Low | 8 |
We transform SEC regulatory data into the screening, scoring, and benchmarking tools that professionals actually need.
Whether you're sourcing deals, building distribution, or advising clients — the same data, tailored to your workflow.
Screen for firms with the right AUM profile, growth trajectory, and succession risk. Identify targets before they hit the market.
Find RIAs with matching client demographics, AUM tiers, and investment focus areas to build your distribution pipeline.
Spot firms scaling headcount, track adviser movements, and understand team composition to find your next recruiting opportunity.
Deliver peer analysis backed by real data. Compare client firms against industry medians across every operational metric.
Access complete filing histories, ownership structures, and regulatory records. Streamline your compliance and research workflows.
Target firms by technology needs, growth stage, and operational profile to build a qualified prospect pipeline.
Most RIA data platforms sell you email lists and CRM integrations. We give you the analytical depth to actually understand the firms you're looking at.
Proprietary scoring models, percentile rankings, and trend analysis that turn raw filings into intelligence.
See the full trajectory. Not just where a firm is today, but how it got there — filings, growth, ownership changes.
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