Asset managers and ETF issuers
Size RIAs by assets and client mix, then reach the advisors who choose products for their clients.
RIA database
An RIA database of firms and the advisors behind them.
Registered investment adviser firms with assets under management, client types, fee structures and advisory activities, and the investment advisor reps who work there. Search by state, assets or client type, then open a firm to see its people.
36,000+RIA firms
440,000+Investment advisor reps
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RIAs in Texas with over $500 million in assets and high net worth clients→ 3 filtersAddress State: TXAUM Total: over $500MHas High Net Worth Clients: Yes
Measured from Accupoint's national dataset, as of October 2026. Channels overlap, so the figures are not added together.
RIA firms by state
in every record
What each record includes.
One record per person and per firm, so a professional registered in several channels shows up once, with everything we hold.
- Firm CRD number
- Assets under management
- Client types
- High net worth clients
- Fee structures
- Types of advisory activities
- Main office address
- Investment advisor reps at the firm
how teams use it
Put the data to work.
RIA acquisitions and partnerships
Screen RIA firms by state, assets and client types to build your acquisition or partnership target audience, then open each firm's record.
Wealthtech and service providers
Find RIAs that fit your product by size, fee structure and the services they offer.
Questions
How many RIA firms are in Accupoint?
36,000+ RIA firms and 440,000+ investment advisor representatives, measured as of October 2026.
Can I filter RIAs by assets under management?
Yes. Set a range for assets under management, and combine it with state, client types, fee structures and the number of advisor reps.
Can I find RIAs in a specific state or city?
Yes, by the state, city or ZIP of the firm's main office. The RIA firms by state pages show each state's figures.
Can I use Accupoint to find RIA acquisition targets?
As a starting point, yes: screen firms by state, assets, client types and advisor headcount, then review each firm. Accupoint does not score firms for acquisition.
Does Accupoint cover family offices?
No. Accupoint covers registered investment advisers and their reps, not a separate family office data set.
Can I send the records to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), download them, or ask Accupoint from Claude or ChatGPT, in preview.
Related
See it on your own criteria.
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