Enquirer Consulting Group
Buyer list · Checked
Buyer list for Ariath · Checked
We read ariath.ai to see what Ariath sells, then checked each account below against it, one by one, and named the person who signs off at each. The first 5 are open below with work email and phone. The other 55 come with a short walkthrough call, and you keep the full list.
Report prepared for
Ariath
Tim Rath of Innovative Radiology on working with us
Checked
The accounts that fit what Ariath sells, the market behind them, and who signs off.
accounts that fit Ariath, each with the person who signs off
SourceThe list built for Ariath, 60 accounts with the person who signs off at each, kept from the 102 wealth managers across the US in our email as the largest by company size, every one with a work email and a phone, read Oct 9, 2026
investment advice firms in the US market
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice, US total
states on the list
SourceThe list built for Ariath, 60 accounts with the person who signs off at each, kept from the 102 wealth managers across the US in our email as the largest by company size, every one with a work email and a phone, read Oct 9, 2026
Each account fits what Ariath sells, and each comes with the person who signs off. The first 5 carry a work email and a phone, checked on .
| Company | Why it fits | Contact | Status |
|---|---|---|---|
EJT Holdings Eliot Tubis CEO Miami Beach, FL | EJT Holdings is one of the wealth managers across the US, the kind of buyer Ariath serves. | etubis | Checked |
EP Wealth Advisors Ryan Parker Chairman & CEO Salt Lake City, UT | EP Wealth Advisors is one of the wealth managers across the US, the kind of buyer Ariath serves. | rparker | Checked |
Audax Group Geoff Rehnert Co-CEO Boston, MA | Audax Group is one of the wealth managers across the US, the kind of buyer Ariath serves. | grehnert | Checked |
Investment Center Advisor Group Chad Renner President/CEO Denver, CO | Investment Center Advisor Group is one of the wealth managers across the US, the kind of buyer Ariath serves. | chad.renner | Checked |
Symmetry Partners, LLC David Connelly CEO & Co-Founder Glastonbury Center, CT | Symmetry Partners, LLC is one of the wealth managers across the US, the kind of buyer Ariath serves. | dconnelly | Checked |
Parallel Advisors, LLC | Unlock PrincipalBook a call | ||
Bogart Wealth | Unlock CEO & FounderBook a call | ||
Intervest International | Unlock CEOBook a call | ||
The Glenview Trust Company | Unlock President and CEOBook a call | ||
Berthel Fisher Companies | Unlock President & CEO of our Operating CompaniesBook a call | ||
American Securities | Unlock Founder & CEOBook a call | ||
Stirlingshire | Unlock Founder & CEOBook a call | ||
Causeway Capital Management | Unlock CEOBook a call | ||
Patriarch Partners | Unlock CEO and Sole PrincipalBook a call | ||
AE Industrial Partners, LP | Unlock Co-CEO and Managing PartnerBook a call | ||
EOS Investors LLC | Unlock Founder and CEOBook a call | ||
Destination Wealth Management | Unlock CEO, Chairman Investment CommitteeBook a call | ||
Invus | Unlock Co-founder and CEOBook a call | ||
Third Point LLC | Unlock CEO/FounderBook a call | ||
First Manhattan | Unlock CEO and Portfolio ManagerBook a call | ||
JMG Financial Group, Ltd | Unlock Principal, CEOBook a call | ||
Chartwell Investment Partners | Unlock Managing Partner & CEOBook a call | ||
Diamond State Financial Group | Unlock President & CEOBook a call | ||
Ashford Advisors | Unlock President and CEOBook a call | ||
Gemspring Capital | Unlock Founder & CEOBook a call | ||
FinTrust | Unlock CEO Managing PartnerBook a call | ||
Sawmill Trust Company | Unlock President and CEOBook a call | ||
Uniplan Investment Counsel, Inc | Unlock President & CEOBook a call | ||
Great Plains Trust Company | Unlock President and CEOBook a call | ||
Cartica Management, LLC | Unlock CEOBook a call | ||
MAXIMAI Investment Partners | Unlock CEO & FounderBook a call | ||
Basis Vectors Capital | Unlock Founder, CEOBook a call | ||
Oak Harvest Financial Group | Unlock Co-Founder/CEOBook a call | ||
GraniteShares ETFs | Unlock Founder, CEOBook a call | ||
AssetBuilder | Unlock CEO & FounderBook a call | ||
Balboa Wealth Partners, Inc | Unlock CEOBook a call | ||
Legacy Trust GR | Unlock President & CEOBook a call | ||
TFC Financial Management, Inc | Unlock Chairman & CEOBook a call | ||
Wolverine Asset Management, LLC | Unlock CEO and CIOBook a call | ||
Monarch Wealth & Retirement Strategies | Unlock CEO/Wealth ManagerBook a call | ||
C.M. Capital Advisors | Unlock CEOBook a call | ||
Glen Eagle Advisors, LLC | Unlock Founder and CEOBook a call | ||
30WEST | Unlock Co-President, CEOBook a call | ||
Greylock Capital Management, LLC | Unlock CEOBook a call | ||
NextGen Growth Partners | Unlock CEO in ResidenceBook a call | ||
Godsey & Gibb Wealth Management | Unlock President & CEOBook a call | ||
Radian Partners | Unlock Founder and CEOBook a call | ||
Boyce Financial Group | Unlock President/CEOBook a call | ||
Red Arts Capital | Unlock Co-CEO and Managing PartnerBook a call | ||
Bluestone Capital Management | Unlock CEOBook a call | ||
Financial Foundations, Inc | Unlock President & CEOBook a call | ||
AIS Planning | Unlock CEO & PresidentBook a call | ||
Concentus Wealth Advisors | Unlock Founding Principal & CEOBook a call | ||
BTS Asset Management | Unlock CEOBook a call | ||
Ten Capital Wealth Advisors | Unlock CEO/Chief Investment OfficerBook a call | ||
StillPoint Capital LLC | Unlock CEO & FounderBook a call | ||
Ventura Wealth Management | Unlock President/CEOBook a call | ||
Frisch Financial Group | Unlock CEOBook a call | ||
Potentia Wealth | Unlock CEO, Private Wealth Advisor & LPL Registered PrincipalBook a call | ||
J.M. Arbour Wealth Management | Unlock Founder and CEOBook a call |
Where these accounts sit, counted from US Census business data.
investment advice firms in the US.
Nearly all investment advice firms have under 20 staff. That is about 22,000 of them. About 380 have 20 to 99 staff, about 110 have 100 to 499 and about 160 have 500 or more.
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice, US total
CEOs sign off most often. Of the 59 people who sign off, 59 are CEOs.
SourceThe list built for Ariath, 60 accounts with the person who signs off at each, kept from the 102 wealth managers across the US in our email as the largest by company size, every one with a work email and a phone, read Oct 9, 2026
Where the larger accounts sit. About 110 of the investment advice firms have 100 to 499 staff, and about 160 have 500 or more.
SourceUS Census SUSB 2022, US employer firms, NAICS 523930 Investment Advice, US total
In the engagement, intent data and fit pick the accounts. ECG's AI brain reads every reply, scores it and routes it. Your CRM and your team get the meeting, the record and the next step.
Once it runs for you, intent data read with fit sets which accounts to reach first.
ECG's own AI reads every reply, scores it and routes it to the right person.
Name, title, work email and phone for each account, checked before anyone reaches out.
The meeting lands in your calendar, the record lands in your CRM, and the rep gets the alert.
ECG AI brain
Reads, scores and routes
Enquirer Consulting Group
Build. Run. Own.
The list, the messages, the CRM link and the workflows, set up for your market.
We run it with your team and prove it on your own numbers.
We hand it over, and the system stays yours.
What we have achieved on our own outbound, and what happens next.
interested replies in one week, on our own outbound
SourceInterested replies to our own outbound, one per person, Oct 12 to Oct 18, 2026, read October 18, 2026
sales calls booked that same week, on our own outbound
SourceECG booking table, sales calls booked Oct 12 to Oct 18, 2026, one per person, read October 21, 2026
industries our own outbound runs in
SourceECG fleet plan, read October 17, 2026
These are our own results. Your numbers depend on your market and your offer.
Recent work includes outreach for BOY Machines, sent in each field rep's own name.
Talk to PaulEnquirer Consulting GroupThe first 5 are above. Paul walks you through the other 55 on a short call, and you keep the full list.
Book a call to unlock the full listPaul walks you through every account, who signs off at each, and how the outreach runs for Ariath.