Wholesaling and distribution
Find reps and advisors by firm, state, exams or years licensed, then build the territory audience your wholesalers call on.
financial advisor database
A financial advisor database for prospecting, recruiting and wholesaling.
Registered representatives and investment advisor reps in one search, with the exams, firms, registrations and contact details your team works from. An advisor registered in both channels, or licensed to sell insurance too, is one record, not three.
650,000+Registered reps
440,000+Investment advisor reps
3,200+Broker Dealer firms
36,000+RIA firms
Measured from Accupoint's national dataset, as of October 2026. Channels overlap, so the figures are not added together.
in every record
What each record includes.
One record per person and per firm, so a professional registered in several channels shows up once, with everything we hold.
- CRD number
- Exams held (Series)
- Current Broker Dealer and RIA firm
- Prior firms and registration history
- Years licensed and time at firm
- States registered
- Business address, city, state and ZIP
- Email and phone where on file
- Insurance licenses and carrier appointments for dual registrants
how teams use it
Put the data to work.
Advisor recruiting
Find advisors by firm, time at firm and registration history, and see each one's prior firms before you reach out.
Marketing and outreach
Download the records, send them to your CRM on a plan that includes it (ask which CRMs your account supports), ask Accupoint from Claude or ChatGPT in preview, or let our team run email, direct mail and calling for you.
Registered rep data for B2B teams
Accupoint is data about advisors for the firms that sell to them, recruit them or partner with them. If you are an advisor looking for client leads, Accupoint is not that kind of service.
Questions
How many financial advisors does Accupoint cover?
650,000+ registered representatives and 440,000+ investment advisor representatives, measured as of October 2026. Many advisors hold both registrations, so the two figures are not added together.
What is the difference between a registered rep and an investment advisor rep?
A registered representative is licensed to sell securities through a Broker Dealer. An investment advisor representative gives advice through a registered investment adviser (RIA). Many advisors are both; on Accupoint they are one record with both registrations.
Can I search financial advisors by state, firm or exam?
Yes. Filter by state, city or ZIP, by Broker Dealer or RIA firm, by exams held, years licensed and more, or ask Marge in plain English, for example "Series 65 advisors in Texas".
Do the records include email and phone?
Where they are on file. Each record shows the business contact details we hold, and a search can keep only advisors with an email or a phone on file.
Does Accupoint sell client leads to financial advisors?
No. Accupoint is data about financial professionals, for the firms that sell to them, recruit them or partner with them: asset managers, carriers, wholesalers, IMOs, recruiters and service providers. It does not sell consumer or client leads.
Can I send the records to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), download them, or ask Accupoint from Claude or ChatGPT, in preview.
Related
See it on your own criteria.
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