Keencrest guides

US investment adviser (RIA) and VC/PE fund manager contact lists

Every row is a firm in the SEC's Form ADV data: firm name, CRD number, city and state, assets under management, headcount, website, main office phone and a business email taken from the firm's own website. For wealthtech and compliance vendors, custodians, asset managers, recruiters and fund-services providers who sell to advisers, and for founders who want the fund managers that actually invest.

Free samples (25 real rows each): VC/PE managers, US-only VC/PE, RIAs over $1B, California RIAs. Order: email your order. We reply within one business day with a PayPal invoice; the CSV is sent when it is paid.

Coverage as built 2026-11-01

The SEC file lists 17,210 registered advisers (14,908 US-based, 8,975 with a usable website) and 6,778 exempt reporting advisers (4,609 run VC or PE funds). We scanned the websites of the 2,000 largest US advisers by AUM and of 2,922 VC/PE managers (5,711 sites in all); the lists are therefore weighted to firms managing US$1 billion or more. Smaller advisers are added on request. 1,862 RIA firms and 882 VC/PE managers have a business email. Firms with no website, a social-network page only, or no role email on the site are not in the lists.

By assets under management: US$299 each

AUM bandFirms with emailSamplePrice
US$1 billion and over1,140sample page, CSVUS$299
US$250 million to 1 billion696sample page, CSVUS$299

By state: US$199 each

StateFirms with emailSamplePrice
NY401sample page, CSVUS$199
CA237sample page, CSVUS$199
TX135sample page, CSVUS$199
FL110sample page, CSVUS$199
MA92sample page, CSVUS$199
IL91sample page, CSVUS$199
CT78sample page, CSVUS$199
PA72sample page, CSVUS$199
CO49sample page, CSVUS$199
NJ48sample page, CSVUS$199
GA43sample page, CSVUS$199
OH37sample page, CSVUS$199
MN35sample page, CSVUS$199
NC35sample page, CSVUS$199
MD33sample page, CSVUS$199
VA30sample page, CSVUS$199

Smaller states are sold in bundles: any 5 of these for US$199: MI (27), TN (25), WI (22), MO (21), UT (21), WA (20), AZ (18), LA (16), IN (14), AL (13), DC (11), KS (11), OK (11), ID (10), KY (10), NE (10), OR (10), NH (9), SC (8), AR (7), PR (7), NV (6), ME (4), RI (4), IA (3), MS (3), MT (3), VT (3), DE (2), HI (2), NM (2), ND (1), WV (1), WY (1).

Prices and payment

ProductPrice
One state listUS$199 one-off
The US$1 billion and over AUM listUS$299 one-off
National RIA list (all 1,862 firms, any filter you ask for)US$499 one-off
VC/PE fund-manager directory (882 firms, fund types, fund counts and assets)US$299 one-off
US-only VC/PE directory for founders (452 US managers in 35 states, with VC, PE and other fund counts; sample page, 25-row CSV)US$49 one-off
Monthly change feed (below)US$79 per month

Monthly change feed: US$79 a month

The SEC republishes Form ADV data every month. Each month we diff the new file against the last and send you a CSV of firms that newly registered, withdrew, changed their website or main office, or moved across an AUM band, with the same columns as the lists plus a business email for new firms with a website. A newly registered adviser is choosing a custodian, a CRM, a compliance provider and an insurer now. Ask for a free example before you subscribe (the first real diff ships with the next SEC file). Email to subscribe; billed monthly by PayPal invoice, cancel any time by replying.

Payment is by PayPal invoice. If the file does not match this page, tell us within 7 days for a refund.

How it is made, and what it leaves out

Crest, founder of Keencrest. Keencrest runs on automation and a person owns it and answers for it.