Financial Services Industry Data

Data Icon Data Subscriptions | Investment Adviser

Investment Adviser (RIA) data encompasses 100% of the market with extensive information on 32,000 RIA firms and 350,000 professionals.

RIA Brochures

Unlike other RIA data providers that have built their offering solely on SEC information available, we have populated our database with fields of information from a variety of sources, as well as developed a valuable set of fields from our own Data Team having read and catalogued over one million pages of RIA brochure and website data.

Weekly Updates and Powerful Tools

An annual subscription to the data includes access to our state-of-the-art online system, weekly updates and powerful tools allowing you to quickly set your target market and grow your business. Live Tour

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. Learn More

RIA Data

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22,500 RIA AUM Updates in 2014

In 2014 we made available 22,500 investment advisory firm AUM updates in Discovery Data. These updates are shown within the Assets Under Management section of RIA and Dually Registered BD-RIA firm profile

The Assets Under Management section provides you with the most current asset reporting by the firm, which in many cases is as of December 31, 2013, provided in the firm's annual Form ADV amendment submitted in March or April of 2014. The Historical Assets Under Management chart displays the AUM amount listed in Discovery Data on the last day of the year. All AUM snapshots are also available for download in our standard and custom templates.
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  • RIA and client types

  • Investment strategies, advisory services, fee structures and much more

  • Assets Under Management

  • Affiliations, custodians and ownership

  • Reps, executives and other key staff

  • Main and local office addresses and phone numbers

  • Business and personal email addresses

  • Firm registration history, licensing and designations, and professional websites

Search Results

Profile & Analyze

  • Over 250 data fields available, including individual and firm level detail

  • Demographic and asset filters to search on and target RIAs


  • 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 industry

  • Target direct mail and email to only your market

  • Perform share of wallet analysis on current clients

  • Understand your market share

  • Track rep movement from a BD to an RIA

Mailing and Email Address Validation

Through our data process to continuously validate, update, correct, standardize and format mailing addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. All email addresses have the same process through one of the industry’s most reputable email hygiene vendors, meet a long list of requirements before they are made available to clients and continue to do so to remain accessible in the database. Conduct direct mail and email campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.


A Financial Services Industry subscription includes unlimited access to the data, 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. Sign-up for a variety of training webinars, review monthly tips and updates, and access market insight to educate and encourage best practices when targeting the financial services industry.
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