For Advisors

Which dealerships should I call first?

Find dealerships with a reason to talk.

ADRS turns public retirement plan data into dealership prospecting intelligence — so you can identify competitive gaps before the first meeting. See which dealerships need you.

  • Prioritize prospects by competitive gap
  • Enter meetings informed
  • Quantify gaps versus peer median
  • Compare against relevant peers
  • Generate a credible reason for outreach
  • Build a repeatable dealership prospecting process
Free, always

Dealership Prospecting Intelligence

Search any dealership in the country by market, state, franchise, or plan size. See cohort position, fees, peer ranking, and the competitive gap to close — straight from public U.S. DOL filings. No login, no cost.

Find Prospects
Fiduciary Tier

Dealership Prospecting Report

A generated, prospect-facing report for a single dealership — ranking, peer gap, recordkeeper where public data supports it, and the competitive story that gives you a credible reason for outreach.

Generate a Report
Fiduciary Tier

Plan Watch Reports

Quarterly cohort-position statements for the plans you already call on — so you walk into the next review knowing the story, the gaps, and the move that keeps the client. Included with every Plan Watch subscription.

See what's included

See which dealerships need you. Prospect with evidence, not guesswork.