Comprehensive RIA & Financial Advisor Data
Search, filter and analyze registered investment advisers and wealth management firms. Wealthmetrica's adviser profiles are built from SEC Form ADV filings, brochures and other public disclosures, and refreshed as those sources update.
What's Included in Every Firm Profile
Every investment firm on Wealthmetrica comes with a profile drawn from its regulatory filings. You'll find assets under management (AUM), discretionary AUM, number of accounts, employees, custodial relationships, the types of clients served (high-net-worth individuals, pension plans, charities and others) and the firm's SEC registration details and CRD number.
For SEC-registered firms, the profile adds an Alts-readiness score built from the firm's own Form ADV brochure, with the exact sentences behind each signal, plus the firm's verified team and, where it files them, its quarterly 13F holdings.
Data Sources and Methodology
Wealthmetrica builds adviser profiles from public regulatory sources: SEC Form ADV Parts 1 and 2 (including the brochures), quarterly Form 13F holdings, and SEC and FINRA registration records, cross-checked against other open sources.
Records are normalized so that firm names, addresses and classifications line up across sources, and profiles are refreshed as those sources are updated. Our Methodology page lists every source and explains how the Alts-readiness score is calculated.
Search and Filter Capabilities
Finding the right firms starts with Wealthmetrica's search filters. Narrow results by AUM range, state, registration type (SEC-registered, state-registered or exempt reporting) and custodian (Schwab, Fidelity, Pershing and others), sort by Alts-readiness score, or describe the firms you want in plain English.
Combine filters to build a targeted prospect list: for example, SEC-registered RIAs in New York with over $500 million in AUM that custody with Schwab. Save firms to lists, follow the ones you want to watch, and push the people you need to HubSpot.
Who Uses RIA Data on Wealthmetrica
Asset managers and fund distribution teams use Wealthmetrica's advisor data to identify RIAs that match their target allocator profile and build pipeline for wholesaling efforts. Recruiting firms search for advisors at specific AUM thresholds or with particular custodial relationships to source candidates for open positions.
Fintech companies building products for the advisory channel use Wealthmetrica to understand market sizing, segment their total addressable market, and prioritize product development based on the characteristics of the advisory landscape.
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