Wealth Management Firm lead generation that finds decision-makers.
BeReach reads the public signals RIAs and advisory firms leave, like ADV filings, breakaway advisor moves, new RIA launches and industry rankings. It qualifies each firm against your ICP, then helps you reach the right founder or COO with a warm, contextual message.
1,000+ teams4.9| # | Name | Conn | Signal |
|---|---|---|---|
| 1 |  Charles Whitaker Founder · Whitaker Wealth Partners | 2nd | Filed a new ADV |
| 2 |  Isabel Moreno Managing Partner · Meridian Advisors | 2nd | Added a senior advisor |
| 3 |  Nathan Cole COO · Solstice Wealth | 3rd | Launched a new RIA |
| 4 | Priya Raman Director of Planning · Harbor Capital | 2nd | Won an advisor award |
| 5 | Tobias Kern Financial Advisor · Vantage Wealth | 3rd | Commented on the post |
Public signal sources
ADV, advisor moves, awards, hires
Typical acceptance rate
warm, contextual first touch
Typical reply rate
vs generic cold outreach
To a qualified list
any AUM band, any region
Your agent reads ADV filings, breakaway advisor and lift-out moves, fresh RIA registrations, and top RIA or fastest-growing rankings. It pulls the founder, COO or chief compliance officer behind each one.
Every firm is scored against your ideal profile on AUM, client mix, fee model and how recently it registered or broke away, so firms below your threshold drop out before they reach you.
For each firm that fits, the agent finds the founder or operations lead and drafts a note that references the ADV filing or the breakaway launch, not a generic template. You approve every message before it sends.
Know when a breakaway team launches an independent firm. A new RIA is building its stack from scratch and buying everything, so you can reach the decision-maker at the perfect moment.
Public ADV disclosures reveal AUM, client mix and growth. Use them to qualify precisely and lead with a reason grounded in the data instead of a cold pitch.
Top RIA and fastest-growing recognition shows which firms are scaling. Time outreach when a firm is reinvesting in its platform and its clients.
A firm posting advisor or operations roles is scaling AUM and headcount. Track hiring to find firms in active growth mode, the ones most likely to invest in tools and services.
Prefer to work in Claude?
BeReach runs as a connector inside Claude and Claude Cowork. Ask in plain language and it prospects, qualifies, and drafts your outreach, with every send waiting for your approval. See the Claude connector.
BeReach reads the public web in real time, across ADV filings, advisor move news, new RIA registrations, industry rankings and public profiles, then cross-references them to surface qualified firms along with the actual founder or COO and how to reach them. It is live signal, not a quarterly database dump.
Legacy databases index large-enterprise firmographics and refresh slowly, so independent RIAs and breakaway firms and the founders who buy for them are under-covered. BeReach searches the real-time public sources where firms announce themselves, like ADV filings, advisor moves and new launches, so it finds firms those databases miss.
Yes. Every lead is built from public signals across the open web, like ADV disclosures, firm news and public profiles, cross-referenced and verified. There is no scraping behind a login and no private database, which is exactly why coverage of fast-moving firms is so much better.
AUM band and region, advisor moves, new RIA launches, industry rankings, and hiring activity. You describe your ICP in plain language and the agent scores each firm against it, so only strong-fit firms reach you.
Yes, and that is the difference from a list tool. After the Finder surfaces firms and the Qualifier scores them, the Reacher helps you open a warm, multichannel conversation with the right person, referencing a real signal like a breakaway launch or new ADV filing instead of a generic template.
Yes. Just describe what you want, like a fee-only RIA in the West with 1B or more in AUM that recently added advisors, and the agent handles the combination of AUM, location, type and growth signals. No filters or boolean syntax to learn.
Emails and phone numbers are verified in real time and waterfall-enriched across multiple providers. For wealth firms specifically, BeReach cross-references ADV filings and firm profiles so you reach the actual decision-maker, not a shared client services inbox.
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Describe your ideal firm and let your agent find, qualify, and reach the founder or COO behind it.
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