57,393 firms with ownership, holdings, growth and succession risk — for the buyers, distributors, recruiters and consultants who need the answer before the first call. Filings run back to 2000 for SEC registrants; state-registered firms carry their current filing.
Most RIA data platforms make you book a demo before you can see anything. Look up any firm here first, then decide.
| Firm Name | State | Total AUM | 1Y Growth | Accounts | Employees |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | OK | $6.0B | +33.1% | 9,535 | 47 |
| Moss Adams Wealth Advisors LLC | WA | $5.8B | +17.4% | 4,790 | 30 |
| Dunham & Associates Investment Counsel, Inc. | CA | $5.6B | +25.9% | 13,155 | 9 |
| Congress Wealth Management LLC | MA | $2.3B | +30.0% | 2,484 | 13 |
| Pacific Capital Wealth Advisors, Inc. | CA | $669M | +30.0% | 309 | 6 |
Five firms from the database, unedited. Every figure as reported by the firm on its most recent Form ADV. Figures as of August 2026.
A single filing runs to a hundred pages and describes one firm on one day. Succession risk, peer rank and a growth trajectory only exist once 681,196 of them going back to 2000 are in one place. Every count below is checkable against a page.
Six decisions this data is bought to make. The evidence behind each one is stated so you can judge the fit before you sign up.
An owner nearing retirement with no second generation is a seller before anyone lists the firm.
Succession risk scored on 36,508 firms from founder tenure, ownership concentration and team depth. Filter by AUM band, headcount and growth, then read 26 years of filings behind any name before you approach it.
A firm’s current book tells you whether your fund is a fit before the first call does.
5,544,200 Form 13F positions from 4,851 filers, mapped to the advisers who report them. Segment by client mix, AUM tier and existing holdings.
Headcount and AUM moving in opposite directions is visible in the filings a year before a team leaves.
Adviser and employee counts tracked filing over filing back to 2000, with 111,299 named owners and executives across 18,245 firms.
A board accepts a benchmark it can trace to a filing and argues with one it cannot.
Peer ranks on 32,675 firms, in-state and national, across AUM, efficiency and headcount. Growth percentiles need a filing history and cover 27,786.
Diligence that reconstructs a history from scratch is the expensive part of any review.
Every filing a firm has made since 2000 — 681,196 in total — with ownership and control persons from Schedule A/B, each figure traceable to the filing it came from.
Knowing how many firms fit your profile, and where they are, decides whether the segment is worth the effort.
Sort the whole universe by size, growth stage, fee model and private fund activity across 49,419 funds, and export the result.
Every plan reads the same source data. The paid tiers add the derived work: screening across every field, ownership, succession scoring and 13F holdings.
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Succession risk on 36,508 firms, peer ranks on 32,675, and growth measured filing over filing. Every score links back to the filings it came from.
Not just where a firm is today: the AUM, headcount and ownership it reported at every filing for twenty-six years.
No discovery call, no gated trial. Look up any of the 57,393 advisers before you decide whether to pay for the rest.
All 57,393 adviser profiles are free to read, with no card and no demo. Pay only when you need to screen the whole set, or want ownership and succession data on top.
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