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  • 750,000+ Verified RIA and Family Office profiles
  • Search and filter by AUM, custodian, and specialization
  • The smarter, faster alternative to outdated advisor databases
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Dashboard

Total AUM

$5.84B

↑ 14.2% this year

Avg account size

$3.17M↑ 4.1%

Advisory clients

1,842↑ 9.6%
Halcyon Ridge Wealth Management

Overview

Serves high-net-worth families, who hold 38% of assets. Custodies with Schwab and runs on Orion.

Firm tags

Asset classes
Fixed IncomePrivate CreditEquities
Investment themes
Direct IndexingTax Management
Vehicles
ETFsSMAsMutual Funds
Services
Financial PlanningEstate Planning
Technology
OrionSalesforceeMoney
Halcyon Ridge Wealth Management

Contacts

NT
Nadia Torres, CFP®Senior Wealth Advisor
✓ Direct email✓ Mobile✓ LinkedIn

Joined this month after 8 years at Coastline Private Wealth.

More contacts at this firm

GW
Grant WhitakerPortfolio Manager
@☎in
EM
Elena MarshDirector of Planning
@in
Halcyon Ridge Wealth Management

TrafficIQ

Site visits, last 30 days

2,480
High intent
yoursite.com/pricingMeredith Lang
yoursite.com/etf/fact-sheetDaniel Okafor
yoursite.com/research/outlookSamuel Reyes
Halcyon Ridge Wealth Management

13F Holdings

$2.18B

↑ 8.4% QoQ, 96 positions

TickerValueQoQ
IVV$402.6M↑ 12.4%
BIL$318.2M↓ 21.3%
QQQ$141.9M↑ 48.2%
AGG$120.4M↑ 3.1%
VEA$98.7MNew
SCHD$86.3M↑ 9.7%
BUFR$64.2M↑ 64.0%
JPST$51.8M↓ 6.2%
Halcyon Ridge Wealth Management
Trusted by 600+ clients

Available Datasets

From RIAs to retirement plans, one platform.

Registered Investment Advisors

43K+

Independent and dually registered RIAs with AUM, client mix, and platforms, updated whenever an advisor joins or leaves.

43K+ FIRMS · 365K+ REPS & EXECUTIVES

Broker-Dealers

576K+

Every BD down to the OSJ and branch level, with each registered rep attached, so you can work a network top to bottom.

3,200+ FIRMS · 576K+ REPS

Wealth Teams

576K+

Wirehouse & aggregator teams ranked by assets, tech stack, and services, so you know which teams drive the book.

32K+ TEAMS

Family Offices

4,400+

See what 4,400+ single and multi-family offices invest in, the deals they've done, and the principals you need to reach.

4,400+ FAMILY OFFICES · 15,900+ CONTACTS

Banks & Trusts

1,400+

Trust companies and bank wealth divisions, plus the investment leaders who run them.

1,400+ INSTITUTIONS · 8,600+ CONTACTS

ETF & Stock Holdings

13F

13F positions mapped to Morningstar categories, so you can spot allocation gaps and lead with the right fund.

FILED 13F HOLDINGS · CATEGORIZED & ENRICHED

Private Placements (Form D)

15,500+

Private offerings filed with the SEC: DSTs, Opportunity Zone funds, real estate, and private funds, mapped to the sponsors, placement agents, and broker-dealers selling them.

15,500+ SPONSORS · 2,200+ PLACEMENT FIRMS · 4,200+ PLACEMENT REPS

Insurance Producers

2.6M+

Licensed insurance producers and agencies, with carrier appointments and lines of authority.

2.6M+ PRODUCERS · LIFE, ANNUITY, HEALTH & MORE

Qualified Retirement Plans

900K+

Retirement plan intelligence: plan sponsors, assets, investment menus, participants, and the advisors and recordkeepers attached to each plan.

900K+ PLANS
See signals in your market

Maya Chen, CFA
CIO, Harborline Wealth
$4.2B AUM · +14% YoY · 1,850 clients
SIGNAL STRENGTH
THE READ
Building the picture…

Illustrative example. Advisor, firm, and details are fictional.

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    Features

    Everything you need to sell into, recruit from, or partner with the wealth channel. Build targeted lists, see who's researching you, track moves and holdings, and sync it all, across advisors, family offices, bank trust, insurance, and 401(k) plans.

    Contact intelligence

    Verified emails, direct phones, titles, and LinkedIn for the decision-makers across every channel we cover.

    Wealth team intel

    32,000+ teams mapped inside wirehouses, banks, and large IBDs, with structure, assets, and reporting lines, so you reach the person who decides.

    ADV and website search

    Search the full text of ADV filings and firm websites for any strategy, niche, or phrase. Parent, child, and DBA relationships stay connected, so you see the whole firm.

    Tech stack and platforms

    Know the software behind each firm, from portfolio management and CRM to planning, custody, and alternatives platforms. Find users of a competitor, or firms built on a tool you integrate with.

    Website visitor intelligence

    TrafficIQ, our website pixel, identifies the firms and people visiting your site before they fill out a form, and shows what they read.

    13F holdings

    Stock and ETF positions enriched with Morningstar categories. See who holds your competitors, who holds your category, and who already holds you.

    Advisor moves

    Follow advisor transitions across firms and channels, and see who is likely to move next with a move propensity score.

    List matching and scoring

    Turn any conference, webinar, or inbound list into enriched profiles, scored against your ideal client and ready for outreach.

    CRM, API, and AI

    Sync to Salesforce, HubSpot, Dynamics, and other leading CRMs, pull data by API, or query AdvizorPro directly in Claude and ChatGPT.

    Private offerings

    Form D filings for DSTs, Opportunity Zone funds, and other private placements, including the broker-dealers and reps paid to sell them.
    Book A Quick DemoSee All Features

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    Business Development Manager, Trust & Will
    “We evaluated a few options, before landing on AdvizorPro, and we're really glad we did. The data quality is better, the CRM integration has completely transformed how we enrich and manage our contacts, and the AI insights have made our team way more efficient. But honestly, what's stood out most is the partnership. They've been genuinely invested in our success from day one. We're growing, and we couldn’t be happier.”
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    Eric McArdle
    Head of Advisor Solutions, Liquid Strategies

    View Recent Blog Posts

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    Blogs
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    Schwab still sits on top of RIA custody, but the rest of the ranking is moving fast. We looked at custodian market share by firm count and by assets to see who is gaining ground and who is being squeezed.

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