Build territory and segment lists from locations, clients, services, and reported assets.
For distribution teams
Find advisers that fit your distribution strategy.
Discover firms and funds, qualify the fit, and see the filing change that makes a record worth reviewing now.
What it makes possible
Move from public records to a usable research result.
Find adviser-to-fund and disclosed service-provider relationships.
Prioritize new registrations, amendments, asset changes, and office changes.
Move qualified records into research, CRM, or data workflows.
A source-aware workflow
Keep the evidence with the answer.
AUMSearch connects distinct public records without pretending they are interchangeable. Each step preserves the identifiers, dates, filing versions, and source links needed to review the result.
Define the market
Filter territory, channel, client, service, and size fields to describe the buyers you can serve.
Qualify the fit
Check CRD, Form ADV history, related funds, and source dates before a firm enters the target list.
Work the list
Carry the source-linked firm record into browser research, CRM review, or a recurring feed.
Evidence included
The context a reviewer needs.
- Form ADV registration and amendment history
- Firm CRD and SEC identifiers
- Reported regulatory assets, client categories, offices, and services
- Form ADV Schedule D private funds and service providers; disclosures do not prove buying intent
Data behind the workflow
Start with the records that answer the question.
Adviser firms and Form ADV
Firm profiles, filing history, regulatory assets, clients, services, and offices.
Explore the dataSchedule D private fundsPrivate funds, related vehicles, gross assets, fund types, and service-provider relationships.
Explore the dataSource and review. The linked datasets identify their official sources. See the methodology and editorial policy for review and correction standards.
Continue the research