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35,783 firm profiles, organized by firm type, state, city, and AUM range. Every profile carries regulatory AUM, team counts, and registration history sourced from public filings and FINTRX research.
RIAs
32,577 FIRMS · $166T AUM
SEC- and state-registered investment advisory firms, with AUM, team composition, asset allocation, and registration data sourced from Form ADV filings and FINTRX research.
Broker-Dealers
3,206 FIRMS · $11.9T AUM
FINRA-registered broker-dealer firms, with rep counts, registration history, and firm structure sourced from public regulatory filings and FINTRX research.
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