Adviser Search
Show HN: Private Markets SEC Filings Index
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What is Adviser Search?
Adviser Search is a free tool from Stillhouse Data that provides direct access to SEC investment adviser filing data with no signup required. The tool allows users to search and filter through registered investment advisers (RIAs), exempt reporting advisers, and other adviser types using comprehensive data points including firm name, CRD number, SEC number, location, phone, website, RAUM (regulatory assets under management), discretionary and non-discretionary accounts, employee counts, adviser reps, client numbers, HNW client counts, custody amounts, services offered, compensation methods, and disclosure information.
Key features include real-time filing data with last filing dates shown (e.g., 2026-06-15), the ability to filter by adviser type (Investment Adviser or Exempt Reporting), CSV export functionality for downloaded data, clickable links to Google searches for each firm, and coverage of advisers across the US and internationally including locations in London, Tokyo, Singapore, Hong Kong, and Dubai. The interface displays results in a clean table format with sortable columns and includes links to adviser websites and social media profiles like Threads.
This tool is designed for financial industry professionals conducting adviser due diligence, journalists researching wealth management firms, competitive analysts tracking RIA market dynamics, compliance professionals verifying adviser registrations, Students and researchers studying the investment adviser industry, and anyone needing quick access to SEC firm and filing data without registration barriers or paid subscription requirements.
Adviser Search pricing
Pricing model: Freemium
Completely free with no paid plans. The website explicitly states 'Free SEC firm + filing data. No signup' with no tiered pricing, subscription fees, or premium features. All data including RAUM, account counts, employee information, client numbers, custody amounts, services, compensation methods, and disclosure information is available without any payment requirement.
Adviser Search pros
- Free to use with no signup required
- Direct access to SEC firm and filing data
- Real-time filing data with recent dates shown
- Comprehensive filter by adviser type (IA vs Exempt RA)
- CSV export functionality for data downloads
- Coverage includes US and international advisers
- Shows regulatory assets under management (RAUM)
- Displays discretionary and non-discretionary account breakdowns
- Includes employee counts and adviser representative numbers
- Shows client counts including HNW client specifications
- Provides custody dollar amounts for firms
- Lists services offered by each adviser
- Displays compensation methods (percentage, hourly, fixed fees)
- Includes disclosure information where available
- Clickable Google search links for each firm
- Shows adviser website URLs when available
- Includes social media links like Threads profiles
- Clean table interface with sortable columns
- No payment or subscription required ever
- Immediate access without account creation
Adviser Search cons
- No advanced search or query builder features
- Limited to SEC filing data only
- No historical filing comparison tools
- No API access for programmatic use
- Basic filtering without custom rule creation
- No saved search or watchlist functionality
- Limited data visualization or charting options
- No adviser performance or returns data
- International coverage is sparse compared to US
- No due diligence report generation
- Missing analyst ratings or recommendations
- No integration with other financial databases
- Limited mobile optimization
- No email notifications for filing updates
- No batch comparison of multiple advisers
Frequently asked questions about Adviser Search
Is Adviser Search free to use?
Yes, Adviser Search is completely free. The website explicitly states 'Free SEC firm + filing data. No signup' meaning there are no subscription fees, no paid tiers, and no registration required to access any data including RAUM, account details, employee counts, client information, custody amounts, services, compensation methods, and disclosure information.
Do I need to create an account to use this tool?
No account creation is required. The website emphasizes 'No signup' meaning you can immediately search and filter through investment adviser data without registering, logging in, or providing any personal information.
What types of advisers can I search for?
You can search for two main adviser types: 'Investment Adviser' (Registered IA) and 'Exempt Reporting' (Exempt RA). The filter dropdown allows you to select 'All types', 'Investment Adviser', or 'Exempt Reporting' to narrow your search results.
What data points are available for each adviser?
Each adviser record includes: firm name, CRD number, type (Registered IA or Exempt RA), SEC number, location (city/state/country), phone number, website URL, RAUM (regulatory assets under management), discretionary accounts, non-discretionary accounts, total employees, adviser representatives, total clients, HNW (high net worth) clients, custody dollars, services offered, compensation methods, and disclosure information.
How recent is the filing data?
The data shows real-time filing information with 'Last filing' dates displayed. The current results show filing dates of 2026-06-15, indicating the data is updated very recently and reflects current SEC filing information.
Can I export the data to use outside the website?
Yes, the tool includes CSV export functionality. There is a 'CSV' button with a download icon (↓) that allows you to export the search results to a CSV file for use in spreadsheet software or other applications.
Does this tool cover international investment advisers?
Yes, while primarily focused on US advisers, the tool includes international advisers. Results show firms located in London (UK), Denver CO, Tokyo (Japan), Singapore, Hong Kong, Dubai, Palo Alto CA, and other global locations, though US coverage is significantly more comprehensive.
What services information is provided for advisers?
The tool lists specific services offered by each adviser including: Financial planning, Portfolio Management for individuals (PM: individuals), Portfolio Management for institutional clients (PM: institutional), Portfolio Management for pooled vehicles (PM: pooled vehicles), Portfolio Management for investment companies (PM: inv. companies), Pension consulting, Adviser selection, Newsletters, Seminars, and Other services.
How are compensation methods displayed?
Compensation methods are shown as text labels including: '% of AUM' (percentage of assets under management), 'Hourly' (hourly rates), 'Fixed fees' (flat fee arrangements), 'Subscription' (subscription-based pricing), 'Performance' (performance-based fees), and 'Other' (miscellaneous compensation structures). Many firms use multiple compensation methods.
Can I search for advisers by location or name?
The tool includes a 'Filters' option (⚙ Filters) that allows you to narrow search results. While the specific filter fields aren't fully detailed in the interface shown, the results display include location data (city, state, country) and firm names, suggesting you can filter by these criteria. The table format also allows you to visually scan for specific names or locations in the results.