Export filtered lists from our RIA Database for off-platform research and analysis.
Flexible Data Access
Multiple ways to access and integrate RIA data
Export all fields from ADV Part 1A and Part 1B with readable column headers for comprehensive analysis.
Export only the firms that match your search criteria and filters for focused research.
CSV format with clean, readable headers that work seamlessly with Excel, Google Sheets, and analysis tools.
Need API access or bulk data downloads? Contact us to discuss custom solutions.
Programmatic access to our RIA database for custom integrations and applications.
Contact us for detailsLarge datasets for comprehensive research projects and enterprise-level analysis needs.
Contact us for detailsFlexible data access serves diverse technical and business needs.
Export target firm lists for due diligence analysis
Export client prospect lists and market data
Export competitive data for strategic analysis
Export comprehensive datasets for analysis and reporting
Combine data access with other powerful capabilities for complete workflow integration.