Know who moved.
Know who to call.
The $100M–$500M RIA market changes every month. We turn the SEC’s newest filings into a working directory and a short list of what changed — so you start with the right firms, not last year’s spreadsheet.
Founding subscriber rate
One annual payment of $1,788/year. The monthly Form ADV files are included.
Locked at renewal. Keep your subscription and your $1,788 annual founding rate stays the same — not just for year one.
Annual billing. Cancel before your next renewal. Secure checkout through Stripe.
Founding offer deadline
ends Monday, October 26, 2026 at 11:59 PM ET10 days left
What arrives
A file you can actually work from.
Not another portal to learn. The research is done before the files reach you.
The whole market, not a sample.
Every SEC-registered adviser managing $100M–$500M, delivered as a clean national CSV with AUM, accounts, employees, location, and CRD number.
The changes are already marked.
A pre-analyzed Excel workbook opens to a Month in Review: the largest movers, new arrivals, and departures. Change flags make the next call easier to find.
A new reason to call, every month.
Get the Buying Mode Report, individual state files, and a fresh extract built from the SEC’s latest Form ADV release. The download link arrives in your inbox.
Why it matters
The interesting part isn’t who’s on the list. It’s who wasn’t there last month.
A firm entering the band, gaining assets, or appearing for the first time has a different conversation ahead of it. RIA Wire makes that movement visible in the same place as the underlying data.
See more about RIA WireTry it against your own pipeline.
Take three full months to load the files, work the leads, and see what changes. If RIA Wire hasn’t earned its keep in your first 90 days, ask for a full refund. No questions, no retention script.
$1,788/year. Founding rate locked at renewal.
This offer ends Monday, October 26, 2026 at 11:59 PM ET. 10 days left.