A RIAConfidential.com Resource

The Definitive RIA Intelligence Platform

Search, filter, and analyze every SEC-registered investment adviser firm and representative. Real data from official SEC filings. Free for sponsors of RIAConfidential.com.
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User Guide
23K+
2.1M+
$124.6T
Advisory Firms
Individuals
Total AUM Tracked
SEC IAPD Verified
Form ADV Part 1 Data

Weekly Updates

13 Filters

13 Filters

Built-in User Guide

Everything You Need for
RIA Firm and Individual Research

Professional-grade tools for financial data analysis, built on authoritative SEC data sources.

Full-Text Search

Instantly search across 2M+ records by firm name, individual name, or CRD number with sub-second results.

Advanced Filters

Filter by AUM range, all 50 states + DC, record type, registration year, disclosures, job titles, certifications, and ownership levels.

Bulk CSV Export

Export up to 50,000 records per batch with multi-part downloads. Deduplication toggle ensures unique individuals across results.

AUM Intelligence

Accurate AUM data parsed directly from Form ADV Item 5F filings, from boutique RIAs to trillion-dollar managers.

Firm & Individual Links

Hierarchical data linking individuals to parent firms via CRD numbers. Click any record to view detailed advisor profiles.

Disclosure Tracking

Filter firms by disciplinary disclosure history from Item 11 of Form ADV for compliance due diligence.

Authoritative Data Sources

Every record comes directly from official SEC regulatory filings. No scraped or estimated data.

SEC IAPD XML Feed

Firm-Level Data

Active

Form ADV Part 1

Individual-Level Data

Active

Built for Financial Professionals

Whether you’re prospecting, researching, or performing due diligence.

Sales Prospecting

Build targeted prospect lists by AUM tier, geography, and firm size. Export to CSV for CRM import.

Competitive Analysis

Analyze RIA landscape by state, compare AUM across competitors, and track market share in your region.

Compliance & Due Diligence

Check disclosure histories, verify registration status, and research firm ownership structures.

Recruiting & Talent

Identify key individuals at RIA firms including CCOs, managing members, and control persons.
Sponsor Benefit

RIA Database Access by Tier

The RIA Database is included as a bonus with every RIAConfidential.com sponsorship. Your sponsorship level determines your database access.

This isn’t raw SEC data. Every record is cleaned, searchable, and filterable with firm-individual linking, AUM intelligence, and ready-to-use CSV export.

Premiere

$ 15
000
  • Full database search
  • Advanced multi-select filters
  • Detailed advisor profiles
  • Firm-individual linking
  • 5,000 CSV exports / month
  • Deduplication toggle
  • AUM & location filtering
  • Pre-cleaned, export-ready data
Buy Now
Sponsor Level Sponsor RIAConfidential.com at the Premiere level and get full database access plus CSV exports.

Champion

$ 45
000
  • Full database search
  • Advanced multi-select filters
  • Detailed advisor profiles
  • Firm-individual linking
  • 15,000 CSV exports / month
  • Deduplication toggle
  • AUM & location filtering
  • Pre-cleaned, export-ready data
  • Priority support
Buy Now
Sponsor Level Champion sponsors get everything in Premiere with a higher monthly export allowance.

Inner Circle

$ 150
000
  • Full database search
  • Advanced multi-select filters
  • Detailed advisor profiles
  • Firm-individual linking
  • 50,000 CSV exports / month
  • Deduplication toggle
  • AUM & location filtering
  • Pre-cleaned, export-ready data
  • Priority support
  • Early access to new features
Buy Now
Sponsor Level The highest tier of access with maximum export capacity and priority support.

RIA Database access is included with your RIAConfidential.com sponsorship. Export limits reset on the 1st of each month.

Sponsor-Exclusive Access

This platform is provided as a benefit for sponsors of RIAConfidential.com, a nonprofit advisor and RIA support hub. All data is sourced from official SEC regulatory filings.
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