RIA ResearchSimplified
Access comprehensive firm data, industry analytics, and market intelligence for all RIA firms in one powerful platform.
Firm Research. Search and analyze detailed information on all RIA firms.
- Search, filter and sort all RIA firms with based on ADV filing fields
- Detailed firm profiles with ADV search, historical growth analysis, and more
- Historical ADV data with change tracking to monitor firm evolution and updates over time
- AI-powered firm analysis leveraging RIA Pulse data and content across the web
Industry Analytics. Benchmark performance and analyze industry trends.
- Performance benchmarking against industry peers with size and location-based peer groups
- Historical trend analysis to identify patterns, changes, and trends
- Firm rankings and movement-tracking for performance metrics
Monitoring & Alerts. Track firms and get notified of important changes.
- Custom watchlists to track specific firms and monitor performance, filings, and key business changes over time
- ADV change tracking across all historical filings
- Personal firm tracking for firm-specific ranking changes and peer-suggestions
Data Export & API. Export data for off-platform research and integration.
CSV exports, API access, and bulk data options for seamless integration into your research workflows.
CSV Exports
One-click data exports in standard CSV format for immediate analysis
REST API
Programmatic access to industry data
Bulk Data
Large dataset access for research and analysis
Trusted by Industry Professionals
From firm leaders to fintechs and consultants, see what industry professionals are saying about RIA Pulse
"When I stumbled across RIA Pulse, I immediately thought, well this is cool! The RIA directories are usually gated behind huge paywalls, but this one was easy to login and start using right away - the UI is clean and easy to navigate and the analytics and benchmarks are super interesting as a COO and consultant in this space. I think RIA Pulse will become a super helpful resource to firms, advisors, operators, consultants, reporters... really, it's taken siloed data and made it accessible. Kudos, Jayce!"
Joe Moss
RIA COO | Tech Writer
January Capital | AdvisorTechBook.com
More Industry Feedback
RIA Pulse is a great resource for staying up to date on industry trends. It's become a reliable tool in our market research process.
J.M.
RIA Professional
RIA Pulse makes it easy to find the right RIAs and cut through the noise when doing research.
Theo
Wealthtech CEO
Ready to Transform Your RIA Research?
Join industry professionals who rely on comprehensive firm intelligence and market insights.