Registered Investment Advisers/ Investment Adviser Representatives
Database & Portal
Built by a team of experienced industry veterans, our RIA/IAR solution provides information on 33k firms and over 325k advisors.
WHY
Use our detailed data points, including our multiple points of contact, to effectively identify, target and reach Firms and Advisors for marketing and recruiting efforts. Or, add to your current database of information for a more robust and complete view of these Firms and Advisors.
HOW
Access information through our proprietary web portal, or use our Team to provide the information, reports and / or files you need.
Use our detailed data points, including our multiple points of contact, to effectively identify, target and reach Firms and Advisors for marketing and recruiting efforts. Or, add to your current database of information for a more robust and complete view of these Firms and Advisors.
HOW
Access information through our proprietary web portal, or use our Team to provide the information, reports and / or files you need.
Our Data - By The Numbers
Please contact us for a complete listing
of hundreds of data points including:
379 k Investment Advisors - all actively registered
39 k Advisory Firms - all actively registered
95 k Executive Records
159 k Unique Office Locations
446 k Advisor Identified Locations
263 k Advisors with at least one Email Address (may have up to four)
110 k Business Addresses
107 k Mailing Addresses
78 k Alternate Physical Addresses
354 k Main Office Phones / 229k unique
90 k Direct Non-Office Phones
305 k Office Faxes
303 k Advisors flagged as also being RR's
212 k Advisors flagged as also being Insurance Agents
2.0 M Total Exams
1.4 M Total Employment History Records
292 k With BD Affiliations
260 k Total Professional Designations
of hundreds of data points including:
379 k Investment Advisors - all actively registered
39 k Advisory Firms - all actively registered
95 k Executive Records
159 k Unique Office Locations
446 k Advisor Identified Locations
263 k Advisors with at least one Email Address (may have up to four)
110 k Business Addresses
107 k Mailing Addresses
78 k Alternate Physical Addresses
354 k Main Office Phones / 229k unique
90 k Direct Non-Office Phones
305 k Office Faxes
303 k Advisors flagged as also being RR's
212 k Advisors flagged as also being Insurance Agents
2.0 M Total Exams
1.4 M Total Employment History Records
292 k With BD Affiliations
260 k Total Professional Designations
We have relevant and unique information:
Identifiers of IAR's that are RR's and / or Insurance Agents
Number of years in the business
Multiple points of contact
Professional Designations
Number of BD Affiliations
States Registered
Multiple CRDs
Exams
and more
Our Services
CRM integration
Customized Reporting and Report Delivery
Data hygiene
Data matching and appending
Digital marketing/email campaigns
Lead report generation
Outbound Phone Campaigns
Programmatic Packages
Creative / Marketing
Team Access for consultation and assistance
with targeted searches
Customized Reporting and Report Delivery
Data hygiene
Data matching and appending
Digital marketing/email campaigns
Lead report generation
Outbound Phone Campaigns
Programmatic Packages
Creative / Marketing
Team Access for consultation and assistance
with targeted searches
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We cross reference data points between all our databases, cross pollinating each enabling us to provide even more consistent and accurate information.
Our proprietary web portal is easy to use and intuitive, enabling you to target the firms and advisers you most want, whether your search criteria returns 100 Agents, or 100k. We have firms and advisers in our database you most likely have not targeted before. For a subset of the firms and advisers, we have multiple entries for particular data points - i.e., more than one email address. |
We cross reference data points between all our databases, cross pollinating each enabling us to provide even more consistent and accurate information.
Our proprietary web portal is easy to use and intuitive, enabling you to target the firms and advisers you most want, whether your search criteria returns 100 Agents, or 100k. We have firms and advisers in our database you most likely have not targeted before. 
|
For a subset of the firms and advisers, we have multiple entries for particular data points - i.e., more than one email address.e provide notification of changes/updates to our data.
We continuously update our databases. We offer a variety of upload and download capabilities. We spend time with our clients to get them the best information available in order to help them meet their goals and objectives. |
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