Compare 401(k) prospecting software.

Buyer's guide to eight 401(k) prospecting software products — 401kHunter, Judy Diamond Prospector+, RiXtrema Larkspur Executive, AdvizorPro PlanPro, O3 Edge, John Hancock Prospect Finder, ISS MarketPro and FreeERISA — organised by the prospecting workflow, with each vendor's published pricing, source and retrieval date.

Updated September 17, 2026

Ranked comparison of the eight 401(k) prospecting tools advisors use in 2026, with a one-line verdict, data coverage, contact data and sourced, dated published pricing for each: 401kHunter, Judy Diamond, Larkspur Executive, AdvizorPro PlanPro, O3 Edge, John Hancock Prospect Finder, ISS MarketPro (BrightScope) and FreeERISA.

Updated September 17, 2026

Compares 401(k) prospecting platforms that cover the whole workflow (401kHunter, RiXtrema Larkspur Executive, Judy Diamond Prospector+, AdvizorPro, O3 Edge, John Hancock Prospect Finder) against assembling a stack from a Form 5500 database, a contact database, a writing tool and a CRM, with sourced pricing for each route.

Updated September 17, 2026

Ranks nine 401(k) and retirement-plan data providers by buyer type — advisors, asset managers, recordkeepers and TPAs, compliance professionals — with each provider's published coverage and pricing, sourced and dated.

Updated September 17, 2026

ERISA data tools serve four distinct buyer segments — advisors prospecting takeovers, asset managers researching plans, recordkeepers tracking competitors, and attorneys handling litigation.

Updated September 17, 2026

Side-by-side comparison of 401kHunter and Judy Diamond: The longstanding incumbent in the Form 5500 prospecting space, now part of Touchpoint Markets (spun out of ALM in 2025).

Updated September 17, 2026

Side-by-side comparison of 401kHunter and Larkspur Executive (RiXtrema): RiXtrema's 401(k) plan database with a large executive contact file and built-in email campaigns.

Updated September 17, 2026

Side-by-side comparison of 401kHunter and BrightScope: Plan-rating service with a public-facing search index, owned by ISS Market Intelligence.

Updated September 17, 2026

Side-by-side comparison of 401kHunter and FreeERISA: Free Form 5500 lookup site with a paid premium tier for advisors who need bulk access.

Updated September 17, 2026

Side-by-side comparison of 401kHunter and fi360: Fiduciary-rating and investment-monitoring toolkit, owned by Broadridge — the long-running standard for advisor-side due diligence.

Updated September 17, 2026

Side-by-side comparison of 401kHunter and AdvizorPro: The modern enterprise entrant — retirement plan prospecting bolted onto an advisor-data platform.

Updated September 17, 2026

Side-by-side comparison of 401kHunter and ERISApedia: Compliance-grade 5500 research priced for TPAs — with published pricing, rare in this category.

Updated September 17, 2026

Judy Diamond Associates has been licensing Form 5500 data to financial advisors since the 1980s — making it the longest-running player in the retirement-plan prospecting category.

Updated September 17, 2026

What carries over, what changes and what it costs to switch from Judy Diamond to 401kHunter.

Updated September 17, 2026

What carries over, what changes and what it costs to switch from BrightScope to 401kHunter.

Updated September 17, 2026

What carries over, what changes and what it costs to switch from fi360 to 401kHunter.

Updated September 17, 2026

What carries over, what changes and what it costs to switch from AdvizorPro to 401kHunter.

Updated September 17, 2026

What carries over, what changes and what it costs to switch from ERISApedia to 401kHunter.

Updated September 17, 2026