Comparison
401kHunter vs Larkspur Data
Form 5500 + advisor data platform with a focus on the broker-dealer / wirehouse vertical.
Larkspur Data (now Larkspur-FI) provides ERISA plan data, advisor and intermediary records, and CRM features oriented toward enterprise wealth-management firms. Strong in cross-referencing plans against advisor relationships.
What Larkspur Data is known for
- •Enterprise platform with mapping of advisors to plans
- •Subscription-based licensing, published as "contact for pricing"
- •Used by recordkeepers, TPAs, and large broker-dealers for back-office prospecting
- •Includes ERISA litigation data + advisor migration signals
Side-by-side differences
| Topic | Larkspur Data | 401kHunter |
|---|---|---|
| Pricing transparency | "Contact us" for pricing — typically annual contracts. | Listed pricing: $25 entry credits, $100/mo Pro plan, no contract. |
| Schedule C depth | Available with provider/fee data; depth varies by tier. | Provider name + EIN + relationship + service codes + direct comp + indirect comp + indirect-comp formula text, end-to-end, every plan that filed. |
| Workflow | Larkspur is platform-style — full CRM + advisor mapping + plan analysis. | Lighter-weight pipeline view + outreach log; export to your real CRM (HubSpot, Salesforce, etc.). |
| Coverage | Form 5500 + advisor relationships + supplemental signals. | Form 5500 + Schedule A/H/I/R + every Schedule C sub-file + Apollo-enriched decision makers. |
Pricing comparison
Larkspur Data does not publish pricing; reports from users put it in the multi-thousand-dollar-per-year range. 401kHunter starts at $25 in credits with no minimum commitment.
Who’s better off with Larkspur Data?
An enterprise broker-dealer that needs deep advisor-to-plan mapping and is already paying six figures for similar systems may find Larkspur's broader feature set worth it. Independent advisors and small teams will get better ROI on 401kHunter's pay-per-unlock model.
Frequently asked
Does 401kHunter have advisor migration data like Larkspur?
Not currently — advisor-firm-history mapping is a Larkspur specialty. 401kHunter focuses on the plan sponsor side (decision makers, fee grades, Schedule C provider relationships) rather than the intermediary side.
Can a smaller advisor team afford Larkspur?
Larkspur typically targets enterprise customers; their pricing is not published publicly. 401kHunter is built for the advisor segments that find Larkspur's minimums prohibitive.
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