Interactive demo — sample data. Nothing here is real client information.

Built on public SEC / IAPD filings

See the RIA succession market before everyone else.

AdvisorSearch ranks the most actionable succession opportunities across the U.S. registered-advisor market — from a live map down to firm-level detail — using public regulatory data.

Built on public SEC / IAPD filings, plus a small number of direct contacts
23,512
Advisory firms
firms · bedford_crm.db
434,974
Firm representative records
firm_representatives · bedford_crm.db
83,876
ADV Part 2 brochure records
adv_part2_data · bedford_crm.db
7,710
Firms passing eligibility screen
eligible_firms · bedford_crm.db

Built from public filings, not scraped guesses: the full SEC Investment Adviser firm feed, monthly ADV filing data, the individual (IAPD) feed, and 1,200+ ADV Part 2 brochures parsed for succession language — plus a small number of direct contacts.

Every field traces back to a filing. data_lineage and processing_log tables record which filing produced each value, so nothing in this tool is asserted without a source. Where the brochure text doesn't mention a successor, the field stays NULL — not found rather than being guessed.

1

Explore the market

Click a state on the map to see firms based there, or use the dropdown — both control the same filter.

Firms by state Bigger, brighter dot = more sample firms. Click a state to explore its firms.
Map of U.S. states, sized by sample firm count A U.S. map with one glowing dot per state, positioned by geographic centroid. Dot size and brightness reflect how many sample firms are based there. Activate a dot to filter the firm list to that state.

Currently showing: all states

2

Filter to your fit

Narrow by size band and succession signal. Filters combine with the state you chose above.

Showing 30 of 30 firms

Firm Location Size band Succession signal Reps Actions
3

Act on real signals

Firms you add build a shortlist here — the working list you'd carry into outreach.

0
Shortlisted
Your shortlist is empty. Add firms from the table in Step 2, or from a firm's detail panel.