REGISTERED INVESTMENT ADVISORS
INVESTMENT ADVISOR REPRESENTATIVES
NATIONAL DATABASE & PORTAL
Built by a team of experienced industry veterans, our RIA/IAR solution provides information on
33k firms and over 325k advisors.
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.