All the Data You Need
- 34,000 Registered Investment Advisory Firms
- 370,000 Investment Advisory Professionals
- $4 Trillion Current Industry Assets
- $23 Trillion Growth Opportunity
Our data connects you to this booming marketplace with a simple interface, minimal error, and at the lowest price... ever.
All the Data You Need
- 34,000 Registered Investment Advisory Firms
- 370,000 Investment Advisory Professionals
- $4 Trillion Current Industry Assets
- $23 Trillion Growth Opportunity
Our data connects you to this booming marketplace with a simple interface, minimal error, and at the lowest price... ever.
34,000
Registered Investment Advisory Firms
370,000
Investment Advisory Professionals
$4 Trillion
Current Industry Assets
$23 Trillion
Growth Opportunity
Pick Your Destination
Drill down to a specific region, map results, and zoom in and out. It’s never been easier to get a high level view of your target audience.
Filter by Business Type
Search by size, affiliation, or investment style. Reduce clutter by enabling filters that fit your specific business needs. Hide filters that don’t.
Search & Export
Access our entire database of firms and advisors for free. Upgrade to our premium tier to view results with email addresses and enable exports.
Built for You
As a provider, your business relies on technology and data to scale effectively. Now you can do it without a steep learning curve or prohibitive costs. No sales-guys, phone calls, demonstrations, or tutorials required.
You can get started now!
Built for You
As a provider, your business relies on technology and data to scale effectively. Now you can do it without a steep learning curve or prohibitive costs. No sales-guys, phone calls, demonstrations, or tutorials required.
You can get started now!
Beta Launch
We’ve spent countless hours on our data and interface so you won’t have to. Now we need your help. We want to know what’s working and what isn’t. What you like and what you don’t.
Here’s just a few of the benefits to joining our BETA:
- Founder membership with exclusive privileges
- Immediate access to our search tools
- One-year discount to our premium tier
Next Gen Search
We leverage bleeding-edge cloud and database technology to ensure instant responsiveness. No more time-outs or delays while waiting for a page to refresh. All of our data is enriched automatically via API, so our results remain hyper-current and never stagnate.
ADV II Freeform Search
Power-Users, this is for you. For the first time in the industry, we’re giving you direct, unfettered access to the underlying data across all 45,000 ADV Part 2 documents. This powerful search box enables users to create their own, unique search algorithms using any word combination. We don’t like error, neither should you.
ADV II Freeform Search
Power-Users, this is for you. For the first time in the industry, we’re giving you direct, unfettered access to the underlying data across all 45,000 ADV Part 2 documents. This powerful search box enables users to create their own, unique search algorithms using any word combination. We don’t like error, neither should you.
Clear Results
Everything is on one page, right in front of you. Easily tab between results for Firms and Advisors. Use the map to zoom in on a city or state. Reopen the filter panel to dig deeper. All without a single page refresh.
"Finally, a search interface with all the tools on one page, nice!"
"I can search 47,000 ADVs in one click. That's powerful."
"I rely on this tool to filter-down to the right advisors for my business."
Tailored Experience
Nobody knows your business better than you. With over 100 data filters available, only you choose which filters to display on the interface and which to hide. The outcome is an uncluttered user experience and faster access to results. All without the need for complicated training sessions or support calls.
Tailored Experience
Nobody knows your business better than you. With over 100 data filters available, only you choose which filters to display on the interface and which to hide. The outcome is an uncluttered user experience and faster access to results. All without the need for complicated training sessions or support calls.
Contact us
We created RIA.xyz to shed a light into the industry and be more transparent with each other. We want to hear from you! Let us know how our services are working for you, ask questions, and share with us how we can do better and what services you’d like to see on RIA.xyz in the future.