RIA Intelligence

Every SEC-registered investment adviser and exempt reporting adviser in one clean, linked dataset: who they are, how big they are, who owns them, where client money is held, which funds they run, and what changed.

Coverage: 24,072 advisers
17,263 registered · 6,809 exempt reporting
History: 99,537 filings
every filing since January 2025
Freshness: Checked twice a day
monthly filings loaded the day the SEC posts them
Source: SEC Form ADV
official IAPD daily feed and monthly filing data

What's in every adviser profile

One record per firm, identified by its CRD number, with every filing and schedule linked.

Identity

Legal and business names, registration status, headquarters, offices, websites.

Size and growth

Regulatory AUM (discretionary and not), accounts, employees, advisory staff, with history.

Custodians

Where client assets are held, and how much at each (Schedule D 5.K(3)).

Owners and executives

Direct and indirect owners, titles, ownership bands, control persons, since when (Schedules A and B).

Private funds

Each fund's type, size, investors, auditor, administrator, prime broker and custodian (7.B.1).

Clients and fees

Client types and counts, how the firm charges, custody arrangements.

Disclosures

Disciplinary question answers (Item 11) and the detailed regulatory, civil and criminal records.

Affiliates and structure

Related broker-dealers, insurers and other affiliates, relying advisers, branch offices.

Changes we detect

Each new filing is compared with the firm's previous one. Every change gets a significance score from 0 to 100, so a new controlling owner stands out from a phone-number update.

Change	Why it matters	In 2026
Owner or executive added or removed	Succession, sales, new leadership	22,212
Private fund launched or closed	New raises, service-provider choices	22,204
Custodian added or dropped	Platform market share, win-backs	3,316
Chief compliance officer change	Compliance needs, possible exam issues	2,013
AUM, headcount, registration, name, office, website, disclosure, new and departed firms	Growth, distress, moves, new competitors	daily, from Nov 2026

Used for

Custodian market share →Who's winning and losing advisers, firm by firm. New private funds →Funds raising this week, for fund-services and placement teams. Prospecting →Coming soonAdvisers that fit your market and are ready to buy. Succession watch →Coming soonOwners and founders stepping back, before a sale process. Manager due diligence →Coming soonA sourced profile with change history, in minutes.

LiveDataset #2

Private Raises (Form D)

Every private offering filed on SEC Form D since 2008, when filings moved to EDGAR, updated daily: new funds and companies raising, offering size, amount sold, investors, officers and promoters, placement agents, and exemptions claimed. Each amendment shows the new money raised since the last filing, and funds link to their adviser here through the Form D file number in Form ADV.

See who's raising this week →

search_private_raises: New offerings and amendments, by type, size, state, adviser
get_private_raise: One raise: history, people, placement agents, adviser
adviser_fundraising: An adviser's funds and what each has raised
private_raise_trends: Monthly launches by fund type or industry

How to use it

In your AI

Add https://bearmeetbull.com/mcp as a connector in Claude or any MCP app. Tools:

search_rias: Find advisers by name, place, size, custodian, funds
get_ria_profile: Everything about one adviser, with sources
get_ria_changes: What changed, filtered by type, date, state and size
custodian_flows: Advisers gained and lost per custodian
dataset_info: Coverage and freshness

Alerts and reports

The changes you care about by email, and the monthly RIA Movers report.

API and exports

JSON API and CSV exports for your CRM or data warehouse. Coming soon.

Good to know

Filings are self-reported by advisers. We keep the source of every fact and flag values that look wrong, but we don't change what was filed.
Most advisers update their filing once a year, by the end of March, so many changes appear in spring.
History starts in January 2025. State-registered advisers and individual representatives aren't included yet.

Try it free

Free during early access. Paid plans with full history, alerts and exports are coming.

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Early access

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We're opening the connector, alerts and exports to teams in small batches. Leave your work email and we'll reply when your access key is ready.