Clarity RIA

Clarity RIA gives wealth management and asset management professionals a fast, visual way to research Registered Investment Advisor (RIA) firms across the United States. KEY FEATURES RIA Map See RIA firms plotted across the country, with markers sized and coloured by assets under management (AUM). Zoom into any state or city to explore firms in that area, and tap a firm for a quick-view contact popup. Search & Screening Search and filter the full universe of RIA firms by the criteria that matter to you. Customise which columns appear in your results table so you're only looking at the data you need. Company Profiles Open a detailed profile for any firm, including AUM figures, contact information, and location, in one place. Dashboard Get a summary view of AUM and other key metrics across the firms you're tracking, so you can spot trends and prioritise outreach at a glance. Messaging Reach out to your contacts without leaving the app, keeping your research and communication in one workflow. WHO IT'S FOR Clarity RIA is built for distribution and sales teams, asset managers, and wealth management professionals who need to identify, research, and stay on top of RIA firms as part of their day-to-day prospecting and relationship management.