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Intelligence on every registered investment adviser

Built directly on SEC Form ADV. Updated monthly, and the page tells you exactly when.

37,457 SEC-registered and 21,825 state-registered advisers, including 39,035 firms with fewer than five employees. Scoring and peer benchmarking currently cover the SEC-registered set.

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  • ✓Full firm profiles for 57,000+ SEC and state-registered advisers
  • ✓State-level RIA reports
  • ✓Basic search and filtering
  • ✓1 watchlist
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$99/mo

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  • ✓Everything in Free
  • ✓Advanced screening across every ADV field
  • ✓Unlimited watchlists and saved views
  • ✓CSV export
  • ✓AUM growth trends and firm analytics

Intelligence

The data nobody else has

$199/mo

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  • ✓Everything in Pro
  • ✓111,000+ owners and executives across 18,000+ firms
  • ✓9,500+ succession events with risk scoring
  • ✓5.5M+ Form 13F holdings from 4,800+ filers
  • ✓Private fund detail (Schedule D) — 49,000+ funds
  • ✓Peer benchmarking

Questions or billing problems? support@kite-systems.com · Data sourced from SEC Form ADV filings. Informational purposes only.