You can reach advisors here. You can’t buy your way past them.
Registered investment advisors use the core of RIA Ascent for free. The firms that want to reach them, and the firms that want to buy them, subscribe. That’s the model, stated plainly.
Where our money comes from
We don’t charge advisors for the core of the platform, and we don’t plan to. The revenue comes from the two sides that want access to advisors: the providers who serve them, and the buyers who want to acquire them. We’re telling you that up front because it’s the reason everything else on these pages holds up. When advisors are here for their own benefit, rather than because someone paid to place them, the picture you’re paying to see reflects the industry as it actually is. The advisor is usually the least-informed party at their own table. RIA Ascent exists to change that.
What that buys you
Every firm on the platform claimed its own profile and chose what to share. Nobody was listed against their will, and nobody bought their way to the top of your results. So when you find a match here, it’s a real firm that opted in, described in numbers it stands behind. It’s a living directory of RIAs, and the RIA technology marketplace built around them.
Which side are you on
Researchers and journalists: looking up any registered firm and its public record is free. Aggregate analytics and export come with the Intelligence plan, which is on the waitlist.
RIA Ascent is pre-launch. The advisor side, public firm lookup and each firm’s score and valuation, opens at Future Proof in September 2026. Provider and buyer access follow. If you want to help shape the side of the platform you’ll pay for, the founding partners are the people we’re talking to first. They come on as design partners, helping shape RIA Ascent, at introductory pricing.