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Intelligence Matrix

22 Specific Data Points.
All Tracking Live.

Omnex tracks 22 wealth management and compliance-specific data points across hundreds of RIA firms, updated continuously as firms contribute. Below is every data point — what it measures, what question it answers, and what you can do with the insight.

Live data · Q1 2026
Free for qualifying firms
1
Pillar 1
Core Intelligence
Four foundational views that give every firm an immediate orientation — your overall position, how confident peers feel about the market, and how your firm model compares to others.
Free
Dashboard
R-0
Firm Snapshot
Which of your 22 operational and compliance metrics are below the peer median — and by how much?
▼
Full-market percentile across every module in one screen. Your fastest diagnostic.
Free
Sentiment
R-0b
Advisor Sentiment Index
Is the wealth management market more or less confident than last quarter — and on what specifically?
▼
Leading sentiment signal — moves before financials do.
Free
Hub
R-0c
Market Intelligence Hub
What moved most in the WM and compliance market this quarter — and does it apply to firms like mine?
▼
Quarterly shifts filtered to your exact firm type and AUM band.
Pro
Cross-Segment
G-0
Cross-Segment Insights
Is the embedded CCO model growing faster than outsourced — and how wide is the AI adoption gap between TAMPs and aggregators?
▼
All four firm model types side by side on the metrics that matter.
Pillar 2 — Firm Operations · 12 Modules
2
Pillar 2
Firm Operations Intelligence
12 modules tracking the operational, financial, and strategic dimensions of your wealth management firm — from headcount ratios to AI adoption to succession risk — all benchmarked against your exact peers.
Free
R-1
Profile & Scale
Is your AUM-per-advisor above or below what comparable firms are running — and how wide is the gap?
▼
Capacity and scale benchmarks — the ratios that separate growing firms from stretched ones.
Free
R-2
Compliance & Regulatory
Are you overpaying for compliance — and at what AUM does your model become cost-competitive?
▼
Compliance spend as % of revenue — by model and AUM. The number firms argue about most.
Free
R-2b
Cybersecurity Risk
How does your vendor concentration risk and incident history compare to firms your size — before your next regulatory exam?
▼
Cyber posture benchmarks by AUM band — regulators are escalating scrutiny here.
Free
R-3
Technology Stack
Which CRM and portfolio platforms are gaining ground in the RIA market — and which are being replaced before you sign a multi-year contract?
▼
Platform adoption and displacement rates — live from hundreds of contributing firms.
Pro
R-4
AI & Automation
Which specific AI functions are top-quartile firms deploying that the median firm isn't — and how wide is the gap?
▼
12 AI use cases with real adoption rates from contributing firms. Not vendor projections.
Pro
R-5
Staffing & Succession
What % of firms your size have a documented succession plan — and how dependent are they on a single key person?
▼
Succession documentation rates and key-person risk — the number buyers check first.
Pro
R-6
Revenue Strategy
Is fee compression actually happening at your AUM tier — and are comparable firms responding by adding non-AUM revenue?
▼
Revenue per advisor and fee rate benchmarks — with compression tracked live by AUM tier.
Pro
R-7
Investment & Product
Are firms at your AUM tier adopting alternatives and direct indexing faster than you are — and is it moving fee rates?
▼
Alt allocation and overlay adoption by AUM tier — tracked live each quarter.
Pro
R-8
Client Behavior
Is your client attrition rate above the market — and how referral-dependent are comparable firms?
▼
Retention and referral benchmarks — the growth metrics that are hardest to get externally.
Pro
R-9
Generational Transfer
What % of your AUM sits with clients over 65 — and are comparable firms doing anything about it?
▼
AUM age concentration and next-gen engagement — by firm type. The $84T transfer is live.
Pro
R-10
Macro Sensitivity
Are your peers increasing duration, cutting fixed income, or adding inflation hedges right now — and how far from consensus are you?
▼
Live portfolio positioning benchmarks — equity duration, fixed income, inflation hedges by AUM tier.
Pro
R-11
Strategic Outlook
What % of firms your size are actively planning acquisitions or new service launches in the next 12 months?
▼
Forward-looking M&A and growth intent — by firm type and AUM band, updated quarterly.
Pillar 3 — Compliance Intelligence · 6 Modules
3
Pillar 3 — Compliance Intelligence
Compliance Practice Intelligence
6 modules tracking the operational, economic, and risk dimensions of compliance practices — built for CCOs, ICCOs, TAMPs, and aggregators. Benchmarked by compliance model type and firm size.
Free
CO-1
Operator Profile
Are you running more headcount per client than comparable compliance operators — and is your role mix efficient?
▼
Headcount per client and role specialization — by operator model and scale.
Free
CO-2
Regulatory Workload
How does your exam finding rate and open item count compare to operators running your exact model?
▼
Exam frequency, finding rates, and open item counts — by operator model and scale.
Pro
CO-3
Policy Infrastructure
Is your WSP completeness score above or below what regulators are seeing at comparable operators?
▼
WSP completeness and documentation coverage — vs. what examiners see across the market.
Pro
CO-4
AI Risk Governance
How many compliance operators have a documented AI governance policy — and how does your framework compare to the firms regulators are already asking about?
▼
AI governance maturity — tracked live across all compliance operator types.
Pro
CO-5
Practice Economics
What is the exact AUM threshold where bringing compliance in-house beats outsourcing — and has it moved since last year?
▼
The embedded vs. outsourced cost crossover point — tracked live as the market shifts.
Pro
CO-6
Marketing & Reg BI
Are your Reg BI review turnaround times above or below what regulators are seeing elsewhere — and are you on the right side of the gap CCOs consistently overestimate?
▼
Reg BI maturity and review benchmarks — with the self-report gap measured.
Product 3 — RIA Contact Data
New · RIA Contact Data

Verified Emails & Contacts for 40,000+ RIA Firms.

Omnex scrapes SEC IAPD, FINRA BrokerCheck, firm websites, and ADV filings to build and maintain a live database of 40,000+ RIA firms — with verified email addresses, CCO names, principal contacts, AUM, headcount, firm model, and compliance signals. Refreshed monthly.

✓ Verified CCO & principal email addresses — <4% bounce rate
✓ AUM band, headcount, firm model, registration state
✓ Open disclosures and compliance signals from FINRA & SEC
✓ 40,000+ firms · 120,000+ verified contacts · Monthly refresh
✓ Filterable by AUM, state, model type, headcount, or disclosure status
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RIA Contact Data · Sample ExportLIVE
FirmAUMCCO / Principal EmailModelDisclosure
Meridian WP$1.2Bs.chen@mrdn.comEmbedded CCOClean
Lakeview CM$480Mj.hofer@lkvw.comOutsourced CCOClean
Pinnacle AG$3.4Bm.santos@pncl.comTAMP1 Open
Crestfield RIA$210Mt.walsh@crsf.ioInd. RIAClean
📧 Emails visible to subscribed accounts  ·  All records illustrative
🎯
Compliance Tech & WealthTech Vendors
Target CCOs at RIAs by AUM, model, and state — with verified contacts and compliance signals to prioritize outreach. Replace manual prospecting with a filtered, verified export.
🏦
PE Acquirers & Aggregators
Build target acquisition lists by AUM band, firm model, succession risk signals, and open disclosures. Get principal contacts before the term sheet conversation starts.
📊
Researchers & Consultants
Pull structured RIA market datasets — segmented by any combination of AUM, firm type, state, headcount, or compliance status — for research, analysis, or client deliverables.
Get Access

22 Live Modules.
Plus 40K+ RIA Contacts.

Market intelligence across wealth management and compliance — plus verified RIA email and contact data. Contributing firms under $500M access core modules free.

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