RIA technology data
Which technology SEC-registered investment advisers use, firm by firm, from three sources: what each adviser files with the SEC on Form ADV, the client sign-ins on its own website, and what the firm itself tells us. Every fact says which source it came from and when.
Four categories
Each has a free public page that names the vendors and counts their advisers, and an adviser-level workbook, updated for a year.
According to advisers' own websites and SEC Form ADV filings, Orion is the portfolio reporting system SEC-registered wealth managers use most, by 479 advisers or 30% of those we could see using one.
Advisers' websites and Form ADV.
The free pageAdviser-level workbook, $1,995 a yearAccording to advisers' own websites and SEC Form ADV filings, eMoney is the financial planning tool SEC-registered wealth managers use most, by 692 advisers or 68% of those we could see using one.
Advisers' websites and Form ADV.
The free pageAdviser-level workbook, $1,995 a yearAccording to SEC Form ADV data, Global Relay is the communications archiving firm registered advisers name most as keeping their books and records, by 1,541 advisers or 67% of those that name one.
Form ADV, with year-on-year changes.
The free pageAdviser-level workbook, $1,995 a yearAccording to SEC Form ADV data, ComplySci (Comply) is the compliance software firm registered advisers name most as keeping their books and records, by 269 advisers or 32% of those that name one.
Form ADV, with year-on-year changes.
The free pageAdviser-level workbook, $1,995 a yearThe four workbooks in one license, joinable on each adviser's SEC number: $4,995 a year.
See the bundleEvery month: who just registered
Every investment adviser newly registered with the SEC, who left the register, who took over whom and who moved, from the SEC's monthly file. The October 2026 issue: 340 new registrants, 146 of them before taking on any assets.
$99 a month or $999 a yearWhat makes it different
- Every fact carries its source and date: the filing and the date it was filed, or the sign-in link and the day the site was read. A buyer can tell a filed fact from an observed one.
- The sources are checked against each other. Where an adviser's website and its filing both name a product, each page states how often they agree, and a reading in which custodians on websites stop matching the filings is stopped before it is published.
- Change over time: which advisers added or dropped a vendor between one year's filings and the next; for the website categories, from one quarter's reading to the next, starting with the second reading.
- Firms, not people: every adviser is identified by its SEC CRD number, so the data joins to the contact tool you already use. No individual is named.
- Published prices, per category, with no demo call.
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Check what this data says about your firm, correct anything that is wrong, and see what firms your size use. Your firm's record is shown only to an address at your own firm's domain, and your answers count only in totals across at least ten firms.
What the sources cannot say
- Form ADV lists where an adviser's records are kept and who holds its clients' assets, not every system it runs; most advisers name no outside record keeper at all.
- A website shows the products clients log in to; a product used only inside the firm does not show.
- Not naming a vendor is evidence of nothing. Each page states its coverage before any share.