RIA Pulse

Get up-to-date insights on RIA firms with current and historic 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

• Performance Metrics: Current and historic performance stats for efficiency, client composition, and advisory business metrics

• Benchmarks & Rankings: Statistical benchmarking across multiple AUM bands at the national and state level.

This project is in beta.