Solution introduction
On-demand RIA Research
Get up-to-date insights on RIA firms with current and historical ADV filings. Benchmark firm performance, spot growth opportunities, and stay ahead with the latest industry intel
Key features:
- RIA database: A searchable, filterable database of the latest ADV filing information for all SEC-registered firms. Historical filings also available.
- Performance metrics: Current and historic performance stats for efficiency, client composition, and advisory business metrics
- Benchmarks and rankings: Statistical benchmarking across multiple AUM bands at the national and state level.
- Growth analysis: Explore the levers that fuel firm growth with historic market data and firm statistics.
- AI firm profiles
