Broker-Dealer

Access detailed information on all 4,800 FINRA and SEC registered broker-dealers with Discovery. Search and analyze firms using a variety of demographic and asset filters.

The Broker-Dealer database contains information on all 4,800 FINRA and SEC registered broker-dealers (BDs). Utilizing extensive firm and contact data in Discovery you can identify and reach target BDs.

If you need access to broker-dealers you will benefit from Discovery's web-based interface and weekly updates.

Connect with BDs

  • BD types
  • Products and services offered
  • Headquarters and branch office addresses and phone numbers
  • Advisors, executives and other key staff
  • Email addresses
  • Number of representatives per firm and per branch
  • Clearing firms
  • RIA and BD affiliations

Profile and Analyze BDs

  • Up to 160 data fields available, including individual, firm and branch level detail
  • Over 110 demographic filters available to search for your target audience

Benefits

  • Identify your target BDs
  • Limit sales calls to only those BDs which meet your criteria
  • Target direct mail and email to only your market
  • Realign or create territories for your team
  • Perform competitive analysis
  • Analyze your current BD client base

Data Sources and Quality Assurance

Discovery obtains data from hundreds of sources and processes, manages this data daily and updates each database on a weekly basis. These sources can be broadly placed into six types of data: Regulatory, Commercial, Private Data Exchanges, Public Domain, Original Invention and Direct from Professionals/Companies. Data gathered goes through our quality control department to ensure only accurate and relevant information is being added to our databases.

USPS Certified Addresses

Through Discovery's process to continuously validate, update, correct, standardize and format addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. Conduct direct mail campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.

Subscription

A Broker-Dealer subscription includes unlimited access to the database, along with a dedicated Consultant and Account Manager to assist your firm both strategically and hands on, to help you utilize the database to its fullest potential. Clients can sign-up for a variety of training webinars, review our monthly newsletter, and access our industry intelligence to educate and encourage best practices when targeting the financial services industry.

Industry Focus

Many of the financial services industry's largest, most successful and fastest growing organizations employ Discovery to optimize their business development and client relationships. Our team has a deep understanding of the industry, highlighted by real life experience at client companies by our senior executives, to help guide your firm to success.