SEC Form ADV & ERA · One dashboard
81,400 filings. Searchable. Contact-ready.
April 2026 → January 2025 · $199 one-time · No subscription
81,400
Adviser filings
16
Reporting periods
0
Filing types
—
Filing types tracked
67,271
Top segment · IA
41,822
Top signal · routine
Every record includes
- Emails, phones, websites & signatories
- AUM, accounts, SEC/CRD numbers
- Opportunity score, category & outreach angle
- Filter by period, type, AUM & priority
- Form ADV & ERA — public SEC source
- Monthly refresh, no subscription
Database breakdown
81,400 records · 0 filing types · 16 periods
Overview
U.S. SEC Form ADV & ERA public filings (IAPD)
- Total filings
- 81,400
- Newest period
- April 2026
- Oldest period
- January 2025
Filing types
Coverage by month
- April 20263,864 filings
- March 202619,675 filings
- February 20264,108 filings
- January 20263,139 filings
- December 20252,134 filings
- November 20252,130 filings
- October 20252,624 filings
- September 20252,637 filings
- August 20252,487 filings
- July 20252,893 filings
- June 20253,087 filings
- May 20253,184 filings
- April 20253,719 filings
- March 202518,579 filings
- February 20254,034 filings
- January 20253,106 filings
Adviser types
- Registered investment adviser (IA)67,271
- Exempt reporting adviser (ERA)14,129
Opportunity categories
- routine(41,822)
- watch(27,440)
- growth(8,709)
- new entrant(2,470)
- book exit(959)
Fields available per firm
- Firm name, legal name, SEC & CRD numbers
- Phone, address, signatory & title
- Emails, websites & contact names
- AUM (total, regulatory, ERA-reported)
- Filing type, submission date & period
- Opportunity score, category, priority & outreach angle
- Private fund & DRP flags
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- 1
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- 3
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Full dashboard access
$199 once
- ✓ Lifetime dashboard access
- ✓ Unlimited search & filters
- ✓ Contacts, AUM & opportunity signals
- ✓ Monthly data updates included
Public SEC data · BD & research · Not investment advice