Data & Tools
The working desk
Live tables and calculators for the questions advisors ask every day. Start without an account; a free sign-in opens the full tables and saves your views, models and alerts.
Advisor data
Moves WireEvery advisor and team move we can verify, with assets, the firm left, the firm joined and the source.265 moves in the last 7 daysPWD JobsOpen roles at RIAs, family offices, banks and asset managers, from each firm's own careers site and checked daily.2,764 open rolesTeam LedgerThe wealth teams in motion: book size, route and the lineage behind each move.143 teams on recordDeal TrackerRIA and wealth M&A: buyer, seller, assets and terms where disclosed.3,163 deals this yearADV WatchThis week's Form ADV changes across every SEC-registered adviser: asset swings, new and departed firms.Firm & person LookupAny RIA, broker-dealer, family office or advisor in our coverage, on one page.30,112 firms, funds and peopleTech DirectoryCustodians, CRMs, portfolio and planning software, TAMPs and alternatives platforms, reviewed and compared side by side.293 vendor profilesReportsThe weekly Wealth Teams Report and the monthly Pulse, collected and built to print.10 reports publishedMy DeskYour follows, saved stories, watched funds and models in one place.0 items on your desk
Calculators
Practice ValuationAn indicative range for what a practice could sell for, from revenue, recurring mix and growth.Transition CalculatorWhat a book commands across channels: independence, a hybrid or another firm, from reported ranges.Fee Drag AnalyzerFund costs in dollars at a real balance, over decades, from ETF Pro.