The people, firms and attributes available in each channel. Counts are approximate, channels overlap, and registration status varies by record.
| Records | Channel | Type | Count | Key attributes |
|---|---|---|---|---|
| Individuals | All channels | Individual | 3,183,323 | Unique individuals, each counted once |
| Insurance agents | Insurance | Individual | 2,726,471 | Lines of authority · Carrier appointments |
| Registered reps | BD / RR | Individual | 651,838 | Exams held (Series) · Time at firm |
| Investment advisor reps | RIA / IA | Individual | 440,448 | CRD · Firm AUM |
| Companies | All channels | Firm | 279,516 | Unique firms, each counted once |
| Insurance agencies | Insurance | Firm | 213,117 | States licensed · # of producers |
| Broker Dealer firms | BD / RR | Firm | 3,240 | # of branches · Clearing firms |
| RIA firms | RIA / IA | Firm | 43,630 | AUM · Client types |
Licensed insurance agencies with their state licensing, appointments and agency-level footprint.
Individual licensed producers, with the lines of authority and carrier appointments that define who they can sell for.
Broker Dealer firms with their registered population, office locations and firm-level detail.
Individual registered reps with the exams, registrations and employment history that securities recruiting and compliance rely on.
Advisory firms and their representatives, including recorded assets under management, client types and business activities.
Approximate coverage. Channel totals overlap and do not indicate current registration status.
The platform's advantage is one query spanning every channel. See it on your own criteria.
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