RVMPD
For service providers and transition consultants

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

A firm changing custodians, weighing a TAMP or planning succession looks ordinary right up until it is already decided. We surface the firms approaching that moment, so you arrive while the window is open.

What this lens carries
CustodianSizeRegionAUM bandAdvisor count
Book a callWhat we solve

Arriving while the decision is open comes down to two things. Both are solvable.

You feel them on every account worth winning, whether you sell into RIAs or advise them.

You cannot tell which firm is at its moment
A firm about to switch looks like one that will do nothing
The same firm shows up three times under three names
So you pitch everyone and arrive after the decision
What we do about it
One record per firm, not one per name
Ordered by the signals that come before a change
Ranked against the firms you already work first
Which firm is about to move?
Cedar Ridge Advisors · $620MPossible
Cedar Ridge Wealth · $590MPossible
Cedarridge Capital · $640MPossible
Three records, one firm, no way to tell
And what you knew stops being true
A view built over weeks decays from the day you save it
Custodians change, decision-makers turn over, deals close
Nothing tells you which parts went wrong
What we do about it
We track how old every field is and flag what has gone stale
A queue of what is worth checking next, not the whole list
Verification and DNC screening are operations you spend, on the records you choose
Same custodian? Same decision-maker?
BuiltCalled
CustodianCurrent
Decision-makerConfirmed
IntentIn motion
FirmActive

The firm about to move is hiding in plain sight. Four things are usually true first.

None of them says it on its own. Together they are hard to argue with.

Custodian or control has already shiftedThe firm is changing
Headcount and AUM moving quicklyOutgrowing its setup
An aging principal with no internal successorA transition ahead
Comparable firms switching nearbyA market in motion
The recordUnresolved
An RIA in your market
Invisible until the decision is public
In motion
Approaching a move, and the decision is still open

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

Reaching the decision-maker is one stage of a loop. What you do next changes what comes back.

Target
Ranked by who is nearing a move
Reach
The channels you checked, not all four
Work
Every touch and outcome, on the record
Sharpen
Outcomes change what gets recommended next
Loops back, sharper
ChannelsC.R. · ranked approaching a move
Personal email
Personal inbox
Good
Mobile
Personal mobile
Good
Office line
Front desk
Goes nowhere
LinkedIn
Profile match
Good
Three channels that reach the decision-maker, one that never would.
Checking a channel is an operation. You choose which records get them.
A bought list rots in a CRM. This gets sharper with every firm you touch.

The RIA market is reshuffling. More firms in play than ever.

Three things are true at once, and none of them is slowing down.

16,544
Registered advisers
A record, up 674 firms in a single year
37%
Retiring this decade
Every transition is a firm rethinking its setup
$176.8T
Assets in motion
Up 22.3% on the year, constantly reshuffling
Industry figures, most recent full year available.
One firm-wide relationship pays for years. The churn hands you the rest.

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

Bring a slice of your own list of RIAs. We resolve it, show you how many we already recognise, and which of them are approaching a move.

Thirty minutes
Your own list, not a demo file
No commitment before anything starts

AI you can let run, because you can see everything it did.

RVMPD

The operating system for businesses that run on relationships and get paid on outcomes.

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