RIA state statistics, advisor flows and firm growth
get_ria_trendsThree derived views from the RIA lane's aggregates: state_stats (SEC-registered firms, wealth firms, RAUM, private funds, advisors, joins, departures and new firms in the last year, by state); flows (firms ranked by departures, joins, net, departure rate or join rate over 12 months, with 90-day and 36-month counts, filter by state, class or size); growth (firms ranked by RAUM growth or decline between annual amendments, with employees, offices and fund counts one and three years back; under $100M RAUM excluded by default). Counts are over registration dates with bulk re-registrations excluded; RAUM sums double count affiliates. Nothing predictive.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | ||
| view | No | state_stats | |
| limit | No | ||
| state | No | Two-letter US state code. | |
| firm_class | No | ||
| wealth_only | No | ||
| min_advisors | No | ||
| min_raum_usd | No |