Retirement Data

Whether your client is a plan sponsor, retirement advisor, or platform, we can help you better understand your client by combining our unmatched plan-level intelligence with your data for the most comprehensive insights.

We know retirement

Retirement Plan Intelligence

Trended plan-level investment and service provider intel across 743K plans covering $6.5T in assets. Data is sourced directly from the DOL, IRS, FOIA Requests & Audited Financial Statements

Advisor Intelligence

Detailed data for advisors, consultants, RIAs, dual-registered, and broker dealers covering 696K+ active advisors (1.4M including inactive), 41K+ firms, and 11K+ teams in the United States.

Institutional Intelligence

Features and details from Form 5500 and Form 990 for all registered defined benefit plans, foundations, and endowments spanning 1.5M plans and $12.8T in assets.

NEXUS DC

NEXUS DC provides the most complete view of an advisor’s book of DC business. 

Achieve far more accurate segmentation, understand an advisor’s plan business, and gain insights into your market share.

NEXUS DC

PUBLIC DATA

as of 1/01/25

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NEXUS RIA

NEXUS RIA extends BrightScope’s NEXUS network to cover the RIA and bank trust channels. 

Built from a proprietary combination of member data, public data, and BrightScope’s RIA segmentation, NEXUS RIA delivers the most complete view of an RIA’s or bank trust’s assets and flows.

Drive your firm forward with actionable intelligence

Utilize NEXUS data to boost your sales efforts with BrightScope data supporting your entire organization.

Industry Datasets

BI &
Analytics

Trend
Analysis

CRM/Data Integration

Data Management

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