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Industry data · Finantrix Atlas

How your industry is moving, from what firms file.

Finantrix Atlas reads what banks, credit unions, advisers, funds and broker-dealers file with their regulators, and turns it into peer benchmarks, 104 rankings and market maps, and monthly trackers. Every figure names its filing and the date it runs through.
Rankings and market maps

Market data

104 data pages, each with its chart, its source and a free table to download.

Newest data pages

All 104 data pages →
Coverage

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.

SectorWhat we coverSourceDepth
BanksPeer benchmarks; size, growth, lending, enforcementFDIC call reports, OCC, Federal ReserveDeep
Credit unionsPeer benchmarks; mergers, growth, concentrationNCUA 5300Deep
AdvisersPeer benchmarks; new registrants; the vendors they nameForm ADV, advisers' websitesDeep, including vendors
FundsPrivate funds and 13F managers; administrators, custodians, auditorsForm ADV, N-CEN, 13F, Form DDeep, including providers
Broker-dealers, FCMsLargest firms, customer funds, trading revenueX-17A-5, CFTCGood
InsurersListed carriers; Medicare Advantage and health insurersXBRL filings, CMSThin so far
For advisers

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 →
For technology vendors

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.

By email

Hear when the filings change.

Footnotes reports what changed in your sector's filings, edition by edition.

Editions

Send me Footnotes, the Finantrix newsletter, for the editions I chose. Free. Unsubscribe anytime from any issue.