Track AUM growth, headcount trends, and competitive positioning across 15,000+ SEC-registered RIAs with 20 years of historical data.
Everything you need to research, analyze, and monitor investment advisory firms.
See how any RIA's assets under management have grown over time. Spot breakout firms before the market does.
Track employee and adviser growth as a leading indicator of firm trajectory and operational scaling.
Search 15,000+ firms by name, CRD, state, AUM range, and growth rate. Find exactly what you need.
Compare firms side-by-side on AUM, growth, headcount, and client metrics against industry medians.
Track firms you care about and get notified when they file new amendments or show significant changes.
Direct links to Form ADV filings, brochures, and regulatory records for every tracked adviser.
Identify acquisition targets with strong AUM growth and scalable operations.
Find growing firms hiring advisers and understand team composition.
Target RIAs with the right client base and AUM profile for distribution.
Benchmark client firms against peers and identify operational gaps.
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