If you sell to advisers — funds, software, recruiting, insurance — this is your prospect list: thousands of firms big enough to write real tickets and still small enough to take your meeting. Pulled from the SEC's Form ADV file, cleaned, and delivered monthly as one national CSV plus every state pre-cut into its own file.
No demo. No quote call. No annual contract. The price is on this page.
This isn't a mock-up. These are actual rows from the latest Form ADV extract, cleaned and formatted for immediate use. What you see is what you load.
You could pull this yourself — the SEC gives the data away. What you'd spend is a weekend turning tens of thousands of messy records into a call list, every single month. We do that part. You do the part that pays you.
Below $100M, a firm rarely has the assets or the staff to buy what you sell. Above $500M, it has a gatekeeper, a due-diligence committee, and a favorite vendor already.
In between sits the growth band: firms with real money, real problems, and a principal who still answers the phone. The enterprise data platforms bury these firms inside universes of forty-five thousand names. This file is nothing but them.
And it moves. Firms grow into the band and appear; firms outgrow it and drop out. Your list is current to the latest filings — not a static database decaying on a shelf.
The data the enterprise vendors sell behind a demo wall is built from a public file anyone can have. We just do the tedious work of making it usable, and we sell it like a normal product.
Everything in Directory, plus the monthly crossings file: every firm that moved across $100M or $500M since the prior filings. A firm crossing $100M is entering buying mode — it shows up here before the press release.
Alerts require two months of extracts to compare. Not for sale until they work.
Both plans carry the 90-day guarantee: if RIA Wire hasn't earned its keep, one email refunds every dollar. No forms, no phone call.