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.

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.

OUR DATA - BY THE NUMBERS​​​​

Please contact us for a complete listing of hundreds of data points including:

390 k

Investment Advisors - all actively registered

98 k

Executive Records

446 k

Advisor Identified Locations

110 k

Business Addresses

78 k

Alternate Physical Addresses

90 k

Direct Non-Office Phones

311 k

Advisors flagged as also being RR's

2.0 M

Total Exams

311 k

With BD Affiliations

40.4 k

Advisory Firms - all actively registered

159 k

Unique Office Locations

306 k

Advisors with at least one Email Address
​(may have up to four)

107 k

Mailing Addresses 

390 k

Main Office Phones / 229k unique

228 k

Advisors flagged as also being Insurance Agent

1.4 M

Total Employment History Records

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

​Database Subscriptions
CRM Integration & Custom File Delivery
Customized Reporting and Report Delivery
Data Matching Cleansing & Updating
Digital Advertising
Email Distribution Services
Firm & Advisor Movement Reports
Outbound Calling & Script Writing
Team Access
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 professionals you most want, whether your search criteria returns 100 Agents, or 100k. 

We have professionals in our database you most likely have not targeted before.

For a subset of the professionals, we have multiple entries for particular data points - ​i.e., more than one email address.
We take meticulous steps to ensure the quality of our data - we don't guess.

​We consider ourselves an extension of your Team.
​
We 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.