Firm Finder
Search 23,512 SEC firms with transparent, filing-based scoring
The unified SEC-discovery hub — one place to find acquisition targets, browse succession-signaled prospects with estimate-labeled valuations, and screen firms by fee and firmographic posture, with a map view and every derived figure clearly labeled; step into the Succession Screener for sourced ADV-2A citations.
Powered by intelligence from 23,512+ SEC-registered RIA firms
The Problem This Solves
Managing firm finder manually takes time and attention away from the high-value client work that actually grows your practice. You are spending effort on what should be automated, and that friction compounds across your team.
✦ You will have a clear, data-driven view of search 23,512 sec firms with transparent, filing-based scoring without the manual work.
Tool Details
How It Works
A deterministic screen — not a generative model — over comprehensive SEC IAPD data: 16,923 SEC-registered RIAs + 6,589 state-registered ERA advisers (23,512 total, 77.2% 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, estimate-labeled valuation Cards (real SEC identities — legal name, CRD, city/state; est. value = ~2.5× est. revenue), 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 Architect-licensed and render present-and-locked at Growth. Every derived figure (e.g. ~0.8%-of-AUM revenue) is estimate-labeled; scores show their basis. A deeper screen links out to the Succession Screener (sourced ADV-2A citations).
Data Sources
- •SEC IAPD Form ADV filings — 23,512 registered RIAs (16,923 SEC-registered + 6,589 state-registered ERA)
- •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) — Architect tier
Audit Parameters
- •Coverage: 23,512 RIA firms
- •Scoring: firmographic succession/fit proxies (0–100)
- •Geocoding: 18,143 firms (77.2%)
- •Derived figures: estimate-labeled
- •Branding: deterministic screen, no generative-AI claim
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