Better RIA Intelligence
Get a complete view of all SEC-registered RIA firms with rich profiles. Client demographics, AUM growth trends, regulatory filings, and business changes, all in one place.
- Client demographic breakdowns
- Business affiliations and contact information
- AUM growth and CAGR calculations
- 20+ years of firm documents and filings
- Analyst-style Pulse Reports using AI
Powerful Search & Filtering
Search and filter hundreds of data points across 20,000+ RIA firms with our industry-leading ADV database. Build custom views, apply advanced filters, and export results, all in seconds.
- Flexible filtering by AUM, location, services, and more
- Custom column views and sorting
- Filter by business affiliations and analytics fields
- Export CSV files
- Integrate via industry-leading API
Personalized Intelligence
Watchlists, alerts, recommendations, custom views, and preferences, powered by machine learning so your research stays focused on what matters to you.
- Track firms and get notified on changes
- Personalized recommendations
- Custom views and saved filters
- ML-powered firm classifications
- Leverage firm data with web sources for AI reports
Watchlists
Custom Views
Starling & PartnersKingfisher CapitalCrane Financial GroupTrusted by Industry Leaders
RIA Pulse is the trusted authority helping investors and industry professionals stay on top of RIA market trends and data. Advisors, asset managers, fintechs, marketers, M&A firms, consultants, researchers, and investors trust RIA Pulse.
For Investors
Find the Right Advisor with Confidence
- Discover firms near you.
- Research independently with trusted data.
- Search and compare firms, verify credentials.
For RIA Professionals
Track Your Growth, Understand Your Industry
- Spot industry trends.
- Track and benchmark against your peers.
- Identify succession and acquisition targets.
For Industry Providers
Prospect Smarter, Serve Clients Better
- Build ICP-matched prospect lists in minutes
- Explore business affiliations and relationship networks
- Gain deep insights into your clients
For Investment Firms
Source Better Deals, Optimize Due Diligence
- Systematically find targets using advanced analytics
- Explore firm backgrounds with 20+ years of historical data.
- Uncover patterns and insights with machine learning.
RIA Pulse takes the complexity out of investment advisory research
Data and analytics for the RIA ecosystem in a powerful, personalized platform.
See it in action
Pricing
Don’t wait. Lock in your lifetime Early Adopter Discount while we enhance the platform with additional data and features.Free
$0/mo
Included:
- Basic firm data
- Basic database filters & columns
- Basic filings
- Basic personalization features
- 1 custom view
- 1 watchlist
Plus
$49/mo
$40.83/mo*Stay on the pulse:
- Core firm data
- Core database filters & columns
- Firm analytics
- CSV exports
- PDF Brochures & Form CRS
- 5 custom views
- 5 watchlists
- 20 AI-Pulse Reports/month
- AI firm recommendations
Coming Soon (learn more):
- Websites
- Other Offices
- Firm Owners & Executives
- SMA Asset Types
- Acquisitions & Successions
Pro
$149/mo
$124.17/mo*Lead with strategic insight:
- Everything in Plus
- Historical data (20+ years)
- Historical firm analytics & charts
- Bulk CSV exports
- Increased field limits
- Business affiliate tracking
- Historical Brochures & Form CRS
- 50 custom views
- 50 watchlists
- 50 AI-Pulse Reports/month
Coming Soon (learn more):
- Websites
- Other Offices
- Firm Owners & Executives
- SMA Asset Types
- Acquisitions & Successions
Team Pro
$699/mo
Elevate your team:
- Up to 10 seats
- Pro tier access on every seat
- Centralized billing and administration
Need more seats, commercial licensing, or something else? Contact us at biz@riapulse.com.
Elevate your Team →* Get 2 months free when billed annually.
Plus & Pro: Choose quarterly or annual billing. Early adopter discount applicable during promotional period only.
Team Pro: Billed annually. Early adopter discount applicable during promotional period only.
API Add-On
Our industry-leading API is available as a paid add-on for Pro and Team Pro. Licensing terms may apply.
Questions or custom needs? Contact us at biz@riapulse.com.
Unsure which plan to choose?
RIA Pulse provides complete transparency in pricing and access. Start with a free account, upgrade when ready.
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