Financial Advisor Intelligence Platform
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Powered by Lead-Lag Media • SEC/IAPD Data
Search across 466K+ advisors and 42,518 firms
Select a state from the sidebar or type a name to search
| Firm Name | City | State | AUM | Accounts | Type | Contact |
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Select a state to browse firms
| Name | Firm | City | State | Firm AUM | Custodian | Contact |
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Select a state to browse advisors
| Firm Name | State | Custodian | Firm AUM | 13F Value | Holdings | Emails | Q/Q | Top Holdings |
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Search SEC 13F holdings across 4,271 advisory firms
Find which firms hold specific stocks, ETFs, or funds — filter by custodian, AUM, and territory
Find advisors who just initiated, increased, decreased, or exited a position in any fund or stock. Use this to target high-intent wholesaler outreach with advisor emails and LinkedIn profiles.
| Firm Name | State | Custodian | Firm AUM | Position Value | % Change | Emails |
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Search for a ticker, issuer, or fund to see which advisory firms changed their position
Data: 982,447 position changes across 3,845 firms, Q3 → Q4 2025
Enter a ticker, CUSIP, or fund name. See what % of $1B+, $500M+, and $100M+ RIAs already hold the position — and a clean target list of style-similar firms that don't yet hold it.
Firms ranked by Lead-Lag Score™ — a proprietary 0-100 score combining AUM, 13F activity, filing recency, advisor email coverage, holdings breadth, and custodian quality. Updated daily.
| Rank | Score | Firm | State | Custodian | AUM | Style | Signals |
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Upload a CSV with columns first_name, last_name, firm_name (and optionally email or state). We'll match against our 466K-advisor database and return enriched records with sourced emails, LinkedIn URLs, firm AUM, custodian, 13F holdings, and Lead-Lag Score™. Up to 1,000 rows per upload.
first_name, last_name. Optional: firm_name, state, email.Three issuer-grade tools built on 2.26M 13F positions. Look up who holds your ticker with conviction scores, find advisors holding a competitor but not your ticker (displacement targets), and see the firms most likely to buy a given fund based on portfolio fit and sponsor signals.
Cross-references CFP Board attendance records from Lead-Lag Media's CE-sponsored webinars onto advisor cards. When a prospect has attended a prior Lead-Lag webinar, the advisor card flags it as a warm prospect with the program name and date.
Attendance data is loaded from Lead-Lag Media's CE Sponsor batch uploads. Coverage expands with each webinar.
Tracks pageview counts per tenant for white-label issuer seats. Local-only metering today; backend rollup forthcoming.
Firms ranked by quarter-over-quarter position growth velocity across all 13F holdings. High velocity = aggressive new buyers across the portfolio.
Firms reducing positions in client ETFs for 2+ consecutive quarters. Early warning of exits — re-engage before they sell out.
Firms whose portfolio mix is rotating between value, growth, income, defensive, and momentum sleeves. Pivots = product appetite shifts.
Which competitor ETFs are held alongside your ticker. Click a row to see firms that hold both.
Look-alike firms — same style, same AUM band, hold competitor ETFs but NOT your ticker. Highest-conversion cold targets.
Firm-level intel from 42,518 SEC ADV Part 1 filings: client type (HNW, pension, endowment), advisory activities (portfolio mgmt, planning), comp structure, state footprint.
15,921 advisors flagged for disclosure events, high firm-churn (5+ previous firms), or inactive registration. Useful as a suppression layer AND for identifying displaced advisors at vulnerable firms.
Recent podcast appearances by advisors and firm principals — Spotify/Apple/YouTube. Identifies the publicity-seeking subset of the network (high responsiveness to media outreach).