Atlas is built entirely on public SEC filings, Form ADV data, and licensed regulatory records. No purchased lists. No unauthorized scraping. Every number is traceable.
Every institutional holdings filing published to EDGAR by RIAs managing $100M+. Ingested continuously, parsed within 24 hours of filing.
Every RIA's ADV Part 1 and Part 2 brochure. AUM tier, client type, custodian, disciplinary history, and named advisors.
CRD-level advisor records: registration history, exam history, disclosures, complaints. Public regulatory data enriched at the individual level.
Verified business emails and LinkedIn URLs via licensed enrichment providers. Every email is validated against a live SMTP check before it appears in Atlas.