Registered Investment Adviser

With Discovery you can profile and analyze all 27,000 registered investment advisory firms and their key staff. Locate RIAs that focus on mutual funds, separate accounts or alternatives, find other quality RIAs to visit in close proximity to scheduled meetings and know which RIAs are new to the marketplace.

Discovery's Registered Investment Adviser database encompasses 100% of the market with extensive information on all 27,000 registered investment advisory (RIA) firms and their key staff. Profile and analyze RIAs with over 230 data fields including client types, services offered and fee structures.

If you need access to registered investment advisory firms you will benefit from Discovery's web-based interface and weekly updates.

Connect with RIAs

  • RIA types
  • Client types
  • Services offered and fee structures
  • Assets Under Management
  • Principals, advisors and other key staff
  • Business addresses and phone numbers
  • Email addresses
  • Custodians

Profile and Analyze RIAs

  • Over 230 data fields available, including individual and firm level detail
  • 90-plus demographic and asset filters to search on and target RIAs

Benefits

  • Limit sales calls to only RIAs that meet your criteria
  • Find other quality RIAs to visit in close proximity to scheduled meetings
  • Locate RIAs that focus on mutual funds, separate accounts or alternatives
  • Know which RIAs are new to the marketplace
  • Target direct mail and email to only your market
  • Perform share of wallet analysis on current clients
  • Understand your market share relative to the industry
  • Track rep movement from a broker-dealer to an RIA

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 Registered Investment Adviser 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.