RIA Intelligence
27,679 Registered Investment Advisers tracked
SEC Form ADV Data
Total RIAs
27,679
Total AUM
$99.7T
$1B+ AUM
4,875
States Covered
54
Filter by AUM
New|Fundz now works inside Claude2 min
See what’s changing first. Know which accounts matter next.
Fundz catches funding rounds before they’re announced, and acquisitions, new executives, hiring shifts and contract wins as they happen. It weighs them against your ideal customer profile and delivers a ranked shortlist every morning, with the evidence, the reason to reach out and the decision maker to contact. Now it answers in Claude too: ask for today’s leads, then write the note in the same window.
Trusted by
OracleSnowflakeCloudflareLinkedInGoogleSalesforce
4.8/5 on G2· Since 2015
About RIA Intelligence
Data sourced from SEC Form ADV filings. Includes 27,679 Registered Investment Advisers managing $99.7 Trillion in assets. Updated monthly with the latest SEC releases.
7firms with $1T+ AUM
4,875firms with $1B+ AUM
54states & territories