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Adviser emails, AUM, and exports—without enterprise theater.

One workspace: RIAs, exempt advisers, withdrawals, family offices, banks & trusts, and IAPD individuals. Ask AI on whichever tab you have open—you get AI-enriched answers grounded in that tab's filtered cohort. CSV export included.

See pricing & coverageLog in to workspace

$499/yr individual·$1499/yr team (up to 5 seats)

515,225
Searchable records
Across all datasets below
6,438
Rows with email signals
Filings & enrichment
23,371
Active RIAs
Core SEC adviser registry
27,824
Banks / trusts
Institutional charter tab

New Contacts

468 fresh email / contact signals highlighted in the last 7 days (rolling refresh).

Counts cached ~1h · updated Jun 3, 2026, 9:31 PM

U.S. coverage map

Main-office state and regulatory AUM where filings include a number. Tap a state for totals.

Quick look

Sample workspace layout at desktop width—navigation, lookup, filters, card grid, export, and Ask AI. Counts and firms below are illustrative only.

Everything in one subscription

Active RIAs
23,371

Registered advisers — AUM, geography, hedge/private fund lines, services, filing contacts.

Exempt advisers
8,481

ERA-style abbreviated filings — separate cohort from full SEC registration.

Withdrawals
20,767

ADV-W withdrawn registrants — timelines and filing contacts where present.

IAPD individuals
432,674

Rep-level profiles — exams, designations, DRP flags, prior firms when available.

Family offices
2,108

Structured listings plus New Contacts / enriched emails where crawls surfaced them.

Banks & trusts
27,824

Bank and trust charter institutions — regulators, metro, contact fields.

Simple annual pricing

Full workspace access—every dataset tab, Ask AI per section, CSV export. No sales call required.

IndividualBilled yearly

Annual access

Complete access to all databases — RIAs, ERAs, family offices, and future additions. Billed yearly.

$499/year

$5,000reference vs. legacy enterprise quotes

  • Active RIAs — AUM, geography, hedge/private fund lines, services, filing contacts
  • Exempt reporting advisers (ERA cohort)
  • Withdrawals (ADV-W) with filing contacts where present
  • Family offices + New Contacts / enrichment highlights
  • Banks & trusts institutional directory
  • IAPD individuals — reps, exams, designations, DRP filters
  • FINRA IAR representative export (dedicated tab)
  • Ask AI grounded in the tab you have open (not generic web answers)
  • Advanced filters, firm lookup, card or table layout
  • CSV export from the browser
  • Daily regulatory ingestion · counts refresh about hourly on the site
  • Future datasets we add to this workspace — included
TeamBilled yearly

Annual access

Same full database access for your firm. One yearly bill; the account owner invites colleagues from the dashboard (up to 5 people total, including the owner).

$1499/year

$15,000reference vs. legacy enterprise quotes

Up to 5 people · owner invites from dashboard

  • Everything in Individual — shared by up to 5 team members
  • Owner pays once per year; invites colleagues by email from the dashboard
  • Active RIAs, exempt advisers, withdrawals, family offices, banks/trusts, IAPD individuals, IARS listing
  • Ask AI, advanced filters, lookup, card/table views, CSV export
  • Same refresh cadence and future workspace additions as Individual

Live searchable rows per dataset tab

Snapshot · Jun 3, 2026, 9:31 PM · refreshes ~hourly

Active RIAs23,371
Exempt advisers8,481
Withdrawals20,767
Family offices2,108
IAPD individuals432,674
Banks & trusts27,824
Total advisory-related records (rollup)515,225

Rows with email-shaped signals (not globally deduped): 6,438

Questions? support@rialists.com