A module of the RIA Ascent platform

Form ADV intelligence on every registered investment adviser

Search any firm. Compare side-by-side. Track changes over time. Free firm lookups for everyone; advanced analytics for paid users.

Join the waitlist

For everyone, no account required at launch

What's free

Individual firm lookup by name or CRD
Firm-to-firm comparison
Public ADV facts: AUM, employees, custodians, services, history

For analysts and operators

What's in the paid Intelligence plan

Advanced add-ons available à la carte. See pricing for details.

Aggregate analytics

Cohort insights, segmentation, time-series.

Data export

CSV / API access to filtered datasets.

CRM integrations

Sync ADV intelligence into your CRM (when available).

AI-assisted analysis

Reporting, summarization, comparative analysis (coming soon).

See pricing

Built for analysis, not transactions

Who uses Ascent IQ

RIA owners

Benchmark your firm against true peers — by AUM, custodian, business model.

Buyers and acquirers

Diligence target firms with reliable, up-to-date Form ADV data.

Researchers and journalists

Aggregate analytics across the entire registered RIA population.

Get early access

Ascent IQ launches with the platform. Join the waitlist to be notified.

Join the waitlist

A module of the RIA Ascent platform

Form ADV intelligence on every registered investment adviser

Search any firm. Compare side-by-side. Track changes over time. Free firm lookups for everyone; advanced analytics for paid users.

Join the waitlist

For everyone, no account required at launch

What's free

Individual firm lookup by name or CRD
Firm-to-firm comparison
Public ADV facts: AUM, employees, custodians, services, history

For analysts and operators

What's in the paid Intelligence plan

Advanced add-ons available à la carte. See pricing for details.

Aggregate analytics

Cohort insights, segmentation, time-series.

Data export

CSV / API access to filtered datasets.

CRM integrations

Sync ADV intelligence into your CRM (when available).

AI-assisted analysis

Reporting, summarization, comparative analysis (coming soon).

See pricing

Built for analysis, not transactions

Who uses Ascent IQ

RIA owners

Benchmark your firm against true peers — by AUM, custodian, business model.

Buyers and acquirers

Diligence target firms with reliable, up-to-date Form ADV data.

Researchers and journalists

Aggregate analytics across the entire registered RIA population.

Get early access

Ascent IQ launches with the platform. Join the waitlist to be notified.

Join the waitlist