Advisorsearch ranks the most actionable succession opportunities across the U.S. registered-advisor market — from a live map down to firm-level detail — using only public regulatory data.
No data engineering, no scraping, no spreadsheets. Sign in and the whole market is already scored.
Open the interactive U.S. map and see every state ranked by succession-opportunity density — bigger, darker dots mean more actionable markets.
Narrow by state, assets under management, firm age, and team size. Every RIA segment is pre-scored for actionability and proven liquidity.
Drill into firm detail, review confirmed transitions of firms that have already filed to withdraw, and export your shortlist to CSV.
Three tools, one dataset, refreshed from every monthly regulatory batch.
A glowing, hoverable U.S. bubble map of state-level opportunity. Click any state to jump straight into its firms — see the whole country at a glance.
Learn more →A searchable directory of registered RIAs with ADV metrics — AUM, accounts, employees, firm age and roster. Rich firm detail for real due diligence.
Learn more →Firms that have already publicly filed to withdraw or were sold, acquired or merged — a proven-liquidity signal straight from the public record.
Learn more →Advisorsearch's market and firm intelligence is built on public SEC / IAPD filings — and takes you from aggregate market trends down to the individual advisors behind them.
Market and firm intelligence is sourced from public SEC / IAPD filings — Form ADV Part 1 & 2 and ADV-W withdrawals — nothing scraped from behind a login. A subset of advisor records also carry personal email, mobile number, and date of birth imported from a third-party contact list, clearly marked wherever shown.
Drill from market segments down to individual advisors — with estimated age (inferred from registration history) and their firm's public ADV contact details — to focus succession outreach. Select advisor records also include personally-sourced contact details imported from a third-party list.
Encrypted (HTTPS) throughout, scrypt-hashed passwords, httpOnly session cookies, and authenticated access on every data endpoint.
Market and firm intelligence is sourced from public SEC / IAPD filings; some advisor records also carry personally-sourced contact details imported from a third-party list. Outreach to advisors is your responsibility — ensure your campaigns comply with applicable law, including the TCPA, Do-Not-Call rules, state solicitation rules, and any applicable privacy law.
Market and firm intelligence comes from public regulatory sources: SEC EDGAR, the IAPD Form ADV Part 1 & 2 filings, FINRA registration records, and ADV-W withdrawal filings. We normalize and score them — nothing is scraped from behind a login. Separately, a subset of advisor records also include personally-sourced contact details (personal email, mobile number, date of birth) imported from a third-party contact list, clearly labeled wherever shown.
Yes. Advisorsearch shows individual advisors — with their estimated age (inferred from registration history) and their firm's public ADV contact details — for registered advisors across the market, so you can prioritize succession outreach. Some advisor records also include personally-sourced contact details (personal email, mobile number, date of birth) imported from a third-party contact list, not from public ADV filings, and marked as such. You are responsible for complying with applicable law when reaching out, including the TCPA, Do-Not-Call rules, state solicitation rules, and any applicable privacy law.
Each market segment gets a transparent score combining succession-demand indicators, the density of integrate-able target firms, and a boost for markets showing proven liquidity (firms that have already transitioned). You can sort and filter on every component.
The dataset is refreshed from each monthly SEC / IAPD batch, and the current "data as of" date is shown in the app so you always know how recent your view is.
Yes. All traffic is encrypted over HTTPS, passwords are salted and scrypt-hashed, sessions live in httpOnly cookies (never exposed to JavaScript), and every data endpoint requires authentication with brute-force protection on login.
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