Financial Services Industry Data

Data Data | Investment Adviser

Investment Adviser (RIA) data encompasses 100% of the market with extensive information on 31,500 RIA firms and 330,000 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 cataloged 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.
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Data Process

Our Data Team is led by industry veterans and composed of the most experienced team of data professionals in the financial services industry.

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Data Process
Online System

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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

Connect

  • 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

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 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.

Subscription

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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Email

1,247,000

email addresses

Search

988,374

industry searches made

Support

365

days of support

Satisfied

1,000's

of satisfied customers

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