How your industry is moving, from what firms file.
Peer benchmarks
Find an institution and see where it sits against the institutions closest to it in size, from the figures it reports to its regulator.
Assets, deposits, return on assets and equity, margin, efficiency, capital and growth, from FDIC Call Report data.
Assets, members, net worth, return on assets, delinquency and loans to shares, from NCUA Call Report data.
Assets, clients, accounts, staff, assets per client and discretionary share, from SEC Form ADV filings.
Gross fund assets, number and average size of funds, and strategy mix, for registered and exempt reporting advisers, from Form ADV.
Portfolio value, positions, top-10 concentration, options and investment discretion, from SEC Form 13F holdings reports.
Assets, equity, premiums, return on equity and assets, benefits and claims, and premium growth, from SEC XBRL filings.
Assets, revenue, net income, liabilities to assets, margin and revenue growth, from SEC XBRL filings.
Trackers
What changed in a market each month or quarter, from the regulator's own filings, with a page for each notable firm in it.
Every new venture capital fund filed with the SEC on Form D each month, and the notable firms behind them.
Every new private equity fund filed with the SEC on Form D each month, and the notable firms behind them.
Every new hedge fund filed with the SEC on Form D each month, and the notable firms behind them.
Each futures commission merchant's capital and the customer funds it holds, as the CFTC publishes them every month.
Medicare Advantage and prescription drug plan enrollment by parent organization, as CMS publishes it every month.
Which mutual funds and ETFs changed administrator, custodian, transfer agent, auditor or sub-adviser, from their annual N-CEN reports to the SEC.
Each month's new registrants, departures and takeovers, in numbers. The named list is a subscription.
Market data
104 data pages, each with its chart, its source and a free table to download.
Newest data pages
All 104 data pages →- Wealth ManagementWhich Financial Planning Software Do RIAs Use? (2026)
Which financial planning tools SEC-registered wealth managers use, from the client sign-ins on their own websites and…
- Wealth ManagementWhich Portfolio Reporting Software Do RIAs Use? (2026)
Which portfolio reporting systems SEC-registered wealth managers use, from the client sign-ins on their own websites…
- Wealth ManagementWhich Compliance Software Firms Do RIAs Use? (2024)
Which compliance software firms SEC-registered advisers name as keeping their books and records on Form ADV, by the…
- Wealth ManagementWhich Communications Archiving Firms Do RIAs Use? (2024)
Which communications archiving firms SEC-registered advisers name as keeping their books and records on Form ADV, by…
- Banking & FintechFastest-Growing Credit Unions in the US (2026)
The US credit unions whose assets grew fastest over the past year, among those above $500 million, and which grew by…
- PaymentsHow Americans Pay: Card, ACH and Check (2024)
US noncash payments by card, ACH and check, by number and value, from the Federal Reserve Payments Study's 2024…
- Banking & FintechCredit Unions by Size Tier: How Fast the Count Is Falling (2026)
How many federally insured US credit unions sit in each NCUA asset-size tier, their share of assets and members, and…
- Banking & FintechBank Branches per Capita by State (2026)
Full-service bank branches per 100,000 residents in every US state and DC, from FDIC and Census Bureau data, and how…
Deep where firms disclose the most.
Coverage follows what each industry has to file, so it is deeper in some places than others. A firm missing from a filing is not evidence that it does not use a product.
| Sector | What we cover | Source | Depth |
|---|---|---|---|
| Banks | Peer benchmarks; size, growth, lending, enforcement | FDIC call reports, OCC, Federal Reserve | Deep |
| Credit unions | Peer benchmarks; mergers, growth, concentration | NCUA 5300 | Deep |
| Advisers | Peer benchmarks; new registrants; the vendors they name | Form ADV, advisers' websites | Deep, including vendors |
| Funds | Private funds and 13F managers; administrators, custodians, auditors | Form ADV, N-CEN, 13F, Form D | Deep, including providers |
| Broker-dealers, FCMs | Largest firms, customer funds, trading revenue | X-17A-5, CFTC | Good |
| Insurers | Listed carriers; Medicare Advantage and health insurers | XBRL filings, CMS | Thin so far |
Check what the filings say about your firm.
See the technology your Form ADV and website show, correct anything that is wrong, and compare with firms your size.
Run the RIA technology check →Know which advisers use you, a rival, or no one.
Adviser-level data from Form ADV and advisers' websites, with each year's adds and drops, and every new SEC registrant each month.
Hear when the filings change.
Footnotes reports what changed in your sector's filings, edition by edition.
