Screen advisers by practice archetype, operating metrics and flags
search_ria_practicesSEC-registered advisers screened on the practice layer: by archetype (HNW_WEALTH_MANAGER, UHNW_PRIVATE_WEALTH, MASS_AFFLUENT_RIA, INSTITUTIONAL_ASSET_MANAGER, RETIREMENT_PLAN_ADVISER, MULTI_FAMILY_OFFICE_LIKE, RIA_WITH_PRIVATE_FUNDS, RIA_WITH_HEAVY_ALTERNATIVES, BANK_AFFILIATED, BROKER_DEALER_AFFILIATED, PE_BACKED, CONSOLIDATOR, INDEPENDENT_BOUTIQUE, MULTI_OFFICE_GROWTH_PLATFORM, SOLO_SMALL_TEAM, OCIO_INSTITUTIONAL_ADVISORY, DUAL_WEALTH_AND_ASSET_MANAGER, WRAP_PROGRAM_SPONSOR, PLANNING_LED_PRACTICE; each a printed rule), class, RAUM band, advisors, one-year RAUM growth, RAUM per advisor, private-client and HNW shares, private funds, and flags (PE owner on Schedule A, bank owner, custody, performance fees, wrap, pension consulting, financial planning), sorted by RAUM, growth, RAUM per advisor, advisors, clients per advisor, average HNW client or headcount growth. Every metric is derived from filed fields with its formula in get_ria_practice; no book size, no revenue.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sort | No | ||
| wrap | No | ||
| limit | No | ||
| cursor | No | next_cursor from a previous page of this tool, unchanged. | |
| custody | No | ||
| archetype | No | ||
| pe_backed | No | ||
| bank_owned | No | ||
| firm_class | No | ||
| max_raum_usd | No | ||
| min_advisors | No | ||
| min_raum_usd | No | ||
| performance_fees | No | ||
| min_private_funds | No | ||
| financial_planning | No | ||
| min_hnw_of_private | No | ||
| min_raum_growth_1y | No | 0.2 means at least 20 percent. | |
| pension_consulting | No | ||
| min_raum_per_advisor | No | ||
| min_private_client_share | No |