RIA & adviser profiles
23,988 adviser records with reported firm data. Coverage is expanding.
From a research question
to a working list.
Find accounts, inspect evidence and people, and keep track of what your team has already worked. Availability below reflects the hosted beta.
Data & coverage
Coverage reviewed 2026-10-31. Collection is partial; refresh schedules do not guarantee every record is current.
Limited coverage
Family offices
53 researched family-office profiles. This is an early dataset.
Private funds & offerings
Filing-based fund and offering profiles, with source-linked relationships. Overlapping filings are not all resolved.
People & professional biographies
Regulatory roles and collected website biographies. Records are not all resolved to unique people.
Research
Website keyword search
21,042 indexed pages with matching passages and sources. Partial website coverage.
Full ADV brochure search
Pilot coverage: 4 ADV brochures and 7 CRS documents. Structured ADV fields have wider coverage.
Technology & client portals
Observed public portal links with evidence. A link does not confirm a vendor contract.
Workflow
Saved audiences & exports
Save criteria, organize lists and export selected records. Track which accounts have been exported.
Following & publisher RSS
Follow accounts and read collected publisher posts. Feed availability and publication freshness vary.
Connections
Direct LinkedIn profile links
Sourced profile links are being added; not yet available in the hosted beta.
Verified person emails
Some public emails are collected. Mailbox verification is not connected yet.
Direct CRM synchronization
CSV preparation is available. Direct Zoho delivery and confirmed sync receipts are in development.
ChatGPT & Claude connections
ChatGPT and Claude connections are in development; not yet customer-installable.
Decide with the details in front of you.
See the public price and the comparison before creating an account.