Origination intelligence for RIA acquirers
Know which advisers to call before anyone else does.
Quarry ranks every SEC-registered investment adviser against your acquisition thesis — succession, minority stake, or platform consolidation — using only what firms file with the SEC.
Every number on every profile traces to the firm’s own Form ADV. No purchased data, no black-box narrative. A screen you can defend in an investment committee.
From the whole filed market to your next conversation
- 1
Screen
Pick your thesis and filters — size, geography, client mix, discretionary share. Bands rank every firm the thesis screens; callouts flag what a score alone cannot say.
- 2
Read the evidence
Every profile is a filed-fact dossier: growth against a matched benchmark and true peers, ownership and tenure, fee schedules quoted from the brochure, disciplinary record — each line dated and sourced.
- 3
Take it to the table
Export a one-pager your committee can hold, a shortlist your team can share as a link, and the principal's name from the filing — then make the call.
Who it’s for
Everyone whose job starts with a list of firms to call, and ends with having to justify the list.
Corporate development
Run your thesis against the whole filed market instead of the twenty names already on the pipeline, and show the committee where the other candidates came from.
M&A advisers and bankers
Build a buyer or seller list you can defend line by line, with the filing behind every figure and a one-pager per firm to leave behind.
Private capital
Screen platforms and add-ons on filed evidence — ownership concentration, trajectory against a matched benchmark, disciplinary record — before the first call.
What people run it for
Build an origination list in an afternoon
Pick the thesis, set size and geography, and take the ranked list. Every row carries the facts behind its rank, so the list survives the first question about it.
Diligence a name before you call it
One profile holds ownership and tenure, growth against a matched benchmark and true peers, fee schedule quoted from the brochure, custodians, and the disciplinary record — each line dated and sourced.
Find the firms nobody has called
The screen covers every adviser filing with the SEC, not a curated list of the usual names — which is where a proprietary conversation tends to start.
Take it into the committee
Export the filtered view to Excel or hand over a one-pager. Both carry their source, their extract month, and the same figures the screen showed.
- Every figure carries its Form ADV item number and filing date
- Growth compared against a 60/40 benchmark and same-size peers over a matched window
- Estimates labelled as estimates — ranges, never false precision
- No invented “propensity to sell”, and no adjectives about a firm
Three ways to buy. Three different screens.
The same firm is a different opportunity to different buyers. Each thesis is ranked independently.
Succession
Aging, independent, single-owner books with no succession plan.
Minority-stake
Independent, growing books with a long-runway owner.
PE-consolidator
Larger, steady independents that are clean to integrate.
See your thesis run against the whole market
Demos are one-on-one and run on live data. Tell us who you buy and we’ll show you who you should be talking to.