Firm Finder

How It Works

A deterministic screen — not a generative model — over comprehensive SEC IAPD data: 17,212 SEC-registered RIAs + 6,715 SEC exempt reporting advisers (23,927 total, 76.7% geocoded). The Targets mode default-loads a signal-ranked list of acquisition targets scored by transparent firmographic + succession proxies (0–100) sourced from sec-by-state, refined by filters and viewed three ways: a ranked Table, Cards (real SEC identities — legal name, CRD, city/state, filed AUM), or a Map over geocoded coordinates — leading with the provenance that these firms have not listed themselves (research intelligence, not a marketplace of willing sellers). The Screen mode adds fee & firmographic filters; the ADV-2 fee fields (effective fee bps, minimums, fee posture) are available at every tier. No revenue or value is estimated for these firms; scores show their basis. A deeper screen links out to the Succession Screener (sourced ADV-2A citations).

Data Sources

• •SEC IAPD Form ADV filings — 23,927 advisory firms (17,212 SEC-registered RIAs + 6,715 SEC exempt reporting advisers)
• •sec-by-state firmographic + succession-proxy scores (0–100), geocoded for map/distance
• •Form ADV Part 2A brochure fee intelligence (effective fee bps, minimums, fee posture)

Audit Parameters

• •Coverage: 23,927 advisory firms (17,212 registered RIAs + 6,715 exempt reporting advisers)
• •Scoring: firmographic succession/fit proxies (0–100)
• •Geocoding: 18,350 firms (76.7%)
• •Derived figures: scores only, each showing its basis; no revenue or value is estimated
• •Branding: deterministic screen, no generative-AI claim