For service providers and transition consultants

Know which RIAs are about to move, grow, or switch. Reach them while the decision is still open.

Whether you sell into RIAs or advise them through transitions, the edge is the same: timing. A firm changing custodians, evaluating a TAMP, weighing a deal, or planning succession looks ordinary right up until the moment it's already decided. We surface the firms approaching that moment, resolved and kept current, so you reach the decision-maker while the window is open instead of after it closes.

01 / The Problem

Where the moment passes

The RIA that would have been your best account this year was in motion for months. You reached them the week after they decided.

Two things quietly cost you the firms worth winning. You feel both, whether you sell into RIAs or advise them.

01So you pitch everyone, and reach them late

You can't see which firm is at its moment

A firm about to switch custodians, evaluate a TAMP, weigh a deal, or plan succession looks identical to one that'll do none of it, until the decision is already made. The signals exist, buried across ADV changes, ownership shifts, headcount, and filings, but not where you can act on them. So you work the whole list and arrive after the moment.

Which firm is about to move?Unresolved

Cedar Ridge Advisors · $620MPossible

Cedar Ridge Wealth · $590MPossible

Cedarridge Capital · $640MPossible

?Can't tell which

One of these is making a decision right now. You can't tell which.

02Right when you build it, wrong when you call

And what you knew rots before you act

You spend weeks building a clean view of a firm, and it starts decaying the moment you save it. Custodians change, decision-makers turn over, intent shifts, the deal closes. By the time you make your approach, half of what you knew is fiction, and nothing warned you.

Same custodian? Same decision-maker? Same intent?Rotting

One recordT0later

Custodian✓Current

Decision-maker✓Confirmed

Intent✓In motion

Firm✓Active

Accurate the day you built it. Fiction by the time you reach out.

Net effectPitching every firm, reaching the right one after the decision is already made.

02 / The Signal

The signal before the decision

The firm about to move is hiding in plain sight.

No list flags them. But the tell is in how the firm is shifting beneath the surface, four signals our engine scores continuously. Watch them combine.

Structure signal

Custodian, registration, or control shifts in ADV

The firm is changing

Growth signal

Headcount and AUM moving fast

Outgrowing its current setup

Succession pressure

Aging principal, no internal successor

A transition on the horizon

Corridor momentum

Comparable firms switching or transacting nearby

A market in motion

RecordUnresolved

An RIA in your market

Invisible until the decision is public

IN MOTION

Approaching a move, and the decision is still open

03 / Reach & Stay True

One living loop

Knowing the firm means nothing if you only reach the front desk.

Reaching the decision-maker is one stage of a loop that compounds. Every verified channel, every outcome, feeds tomorrow's queue.

Target

Ranked by who's nearing a move.

Reach

Verified channels, to the decision-maker.

Work

Every touch and outcome, captured.

Sharpen

Each win tunes tomorrow's queue.

↻Loops back, sharper

Reach · liveC.R. · ranked approaching a move

Personal email

Personal inbox

✓Verified

Mobile

Personal mobile

✓Verified

Office line

Front desk

✕Goes nowhere

LinkedIn

Profile match

✓Verified

→What's left actually connects, straight to the decision-maker.

The differenceA bought list rots in a CRM. This gets sharper every firm you touch.

04 / Why Now

The math, and the wave

One firm-wide relationship pays for the system many times over. And the field is in motion now.

This isn't a close call. Here's the math, and the churn across the RIA market that means more firms in play than ever.

Per relationship

Firm-wide

Winning one firm's business means the whole book behind it, plus recurring revenue for years, so a single relationship covers years of outreach.

Why there are more in play than ever

16,544

RIAs in play

SEC-registered advisers in 2025, a record, up 674 firms in a single year.

~37%

Succession wave

Of RIA advisors retiring within the decade, every transition a firm rethinking its setup.

$176.8T

Assets in motion

Managed by SEC-registered advisers, up 22.3% in a year, a market constantly reshuffling.

Bottom lineOne relationship pays for years. The churning RIA market hands you the rest.

Start

See it on your own list

See which firms are about to move, while the decision is still open.

Start with a call. Hand us a slice of your own list of RIAs and we'll resolve it, surface the firms approaching a move, switch, or deal, and verify every channel, ranked to the top before the decision is public.

Book a strategy call↗

Your own list