RIA ResearchSimplified
Access comprehensive firm data, industry analytics, and market intelligence for all RIA firms in one powerful platform.
Firm Research
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
Analytics
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
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 & API
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
Ready to Transform Your RIA Research?
Join industry professionals who rely on comprehensive firm intelligence and market insights.