Data & Tools
The working desk
Live tables and calculators for the questions advisors ask every day. Start without an account; a free sign-in opens the full tables and saves your views, models and alerts.
Advisor data
Moves WireEvery advisor and team move we can verify, with assets, the firm left, the firm joined and the source.237 moves in the last 7 daysTeam LedgerThe wealth teams in motion: book size, route and the lineage behind each move.136 teams on recordDeal TrackerRIA and wealth M&A: buyer, seller, assets and terms where disclosed.3,049 deals this yearFirm & person LookupAny RIA, broker-dealer, family office or advisor in our coverage, on one page.28,310 firms, funds and peopleReportsThe weekly Wealth Teams Report and the monthly Pulse, collected and built to print.8 reports publishedMy DeskYour follows, saved stories, watched funds and models in one place.0 items on your desk
Calculators
Practice ValuationAn indicative range for what a practice could sell for, from revenue, recurring mix and growth.Transition CalculatorWhat a book commands across channels: independence, a hybrid or another firm, from reported ranges.Fee Drag AnalyzerFund costs in dollars at a real balance, over decades, from ETF Pro.