Every Form ADV amendment is a signal. Prowlr scores it before your competitors read the filing.
The SEC publishes the move. Prowlr reads every Form ADV release, links each signal to the filing that triggered it, and hands you a scored adviser target with a verdict and the reasons. A breakaway team filing its first ADV scores 92 and is open to custodian, tech, and platform decisions right now. You reach them while they are still choosing.
Three real scores, each chained to its filing.
This is the part that earns trust. Every record carries a score, a status, and the reason it landed there, and you can follow the source-chain back to the Form ADV that triggered it. A 92 hot-breakaway is a newly registered RIA with a first-ever Form ADV, roughly $640M stated AUM, and an ex-wirehouse team, open to custodian, tech, and platform decisions right now. An 84 growth-amendment is a large national RIA whose recurring ADV amendments with stepwise AUM and IAR gains map to acquisition activity. A 78 acquisitive is a fee-only firm whose disclosed double-digit annual deals mean frequent Schedule D custody and control-person changes worth watching for assets in motion. Click a firm to open its source-chain.
Stop renting RIA lists. Own the engine that scores them.
RIA / Wealth intelligence, answered.
How does Prowlr find breakaway RIAs before competitors?
Prowlr watches the SEC Investment Adviser Public Disclosure data sets and reads every Form ADV release. A first-ever Form ADV filing paired with prior-firm CRD lineage is the textbook breakaway signal, so the engine scores those firms high (a real record scores 92) and flags them as open to custodian, tech, and platform decisions right now. You reach the team while it is still choosing vendors, not after the deal closes.
What signals does Prowlr score in a Form ADV?
Five public deltas drive the score: a regulatory AUM jump in Item 5F, movement in IAR or client counts in Item 5, a custodian change on Schedule D, a control-person turnover on Schedule A/B, and a brand-new firm registration. Each scored record links back to the exact filing that triggered it, so you can verify the signal in the source before you act.
Where does the RIA data come from and is it compliant to use?
Every record derives from public SEC filings: Form ADV Part 1A, Schedules A, B, and D, Disclosure Reporting Pages, and the quarterly SEC ADV data sets, plus state filings via IARD for state-registered advisers. Nothing is scraped from private systems. Prowlr grounds every outreach signal in disclosed public filings, and the source-chain on each record points to the filing itself.
Can I pull RIA signals into my own CRM or workflow?
Yes. Prowlr is callable as a REST API and a live MCP server, so scored adviser targets, their verdicts, reasons, and source links flow straight into your CRM, your sequencer, or an agent. You own the engine and the data, so there is no per-seat list to re-rent every year.
Who uses Prowlr RIA intelligence?
Asset managers, TAMPs, custodians, RIA M&A buyers and aggregators, recruiters, and B2B vendors selling into registered investment advisers. They use it to reach a firm the moment its Form ADV signals growth, a breakaway, or a custodian move, with the filing already in hand.
Own the Form ADV engine, not a list you rent every year.
Same engine, re-pointed across ten markets, each with its own public sources and scored records. The RIA vertical is live on real SEC filings today. Open the dashboard to see the scores, or call the API and pull them into your own pipeline.