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
Who to call, and when
Fundz watches for the moments a company starts buying, and tells you who to reach.
- An alert the day this company raises, hires an executive or expands, scored against what you sell
- The decision-makers to reach, with verified emails
- Who you already know there, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call and when. With Fundz connected, it knows.
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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