What Is RIA Pulse?
RIA Pulse is a new tool for RIA industry professionals to research and track firm performance and growth. It offers the following features:
RIA Database
RIA Pulse provides a searchable, filterable database of SEC registered RIA firms based on form ADV Data submitted by firms to the SEC.
ADV Filing information
All fields from form ADV Part 1A and Part 1B are available for each firm.
Performance Metrics
For each firm, RIA Pulse provides performance metrics for the firm based on their SEC filings.
Benchmarks & Rankings
To allow for easy comparison of firm performance, RIA Pulse provides benchmarks and rankings for each performance metric. These benchmarks and rankings are based on the firm's AUM band and are provided at the state and national level.
Historical Performance Analysis
Firm performance is tracked over time, allowing for analysis of trends and patterns against historical benchmarks.
Beta Details
As a beta user, you have access to all features. However, you may experience some bugs, performance issue, or uncaught oversights in performance data. As the platform is enhanced, some downtime may occur and user data may need to be reset.
Please report all feedback using the Contact Us form.
While in beta, RIA Pulse is free to use and many features will remain free on launch.