SEC Form ADV Wealth Management & Investment Adviser Data

Official SEC/IAPD registered adviser and ERA intelligence: regulatory AUM, client types, raw registration status and exact-filing CCO names. Unique CRD JSON/CSV exports for Clay and n8n.

Publisher description, verbatim
Last 7 dayson this actor
Each one reaches followers by email the morning after.Follow this actor
Key figures0 readings
Price / 1k$9.00per 1,000 unique-adviser-fir
Users / 30d1not enough history for a trend
Users, all time2not enough history for a trend
Runs / 30d0not enough history for a trend
Runs / user / mo—runs per monthly user
Standing
#23of 186

on U.S. SEC (Form D on SEC.gov), by users in the last 30 days among actors classified to this platform.

Recorded changes
  • 2026-10-31changeListed—on record
showing 1 of 1 in the last 30 days · followers get the next one by email

Alternatives on U.S. SEC (Form D on SEC.gov)

The actors either side of #23 of 186, ranked by users in the last 30 days. Same platform, adjacent adoption — the comparable set.

all 186 on U.S. SEC (Form D on SEC.gov) →
Sort
#ActorGradePrice / 1kUsers /30dSuccessRatingAgeFresh
18—EVT$2.00 /1k recordgood price23 total——3maging
19—RES$1.00 /1kgood price22 total——49dfresh
20—RES$1.50 /1khigh price13 total——3maging
21—EVT$20.00 /1k funding-signal-fouhigh price12 total——20dfresh
22—EVT$21.00 /1k result-itemsteep price12 total——47dfresh
23—EVT$9.00 /1k unique-adviser-firfair price12 total——1dfreshThis
24—RES$3.00 /1ksteep price12 total——58dfresh
25—RES$1.00 /1kgood price12 total——13dfresh
26—RES$1.00 /1kgood price12 total——1dfresh
27—EVT$0.41 /1k transcriptgood price12 total——55daging
28—EVT$3.68 /1k itemfair price12 total——21dfresh

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