The Investment Adviser (RIA) database encompasses 100% of the market with extensive information on 30,100 RIA firms and 320,000 professionals. Unlike other RIA database 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 nearly one million pages of RIA brochure data.

Benefit from our state-of-the-art online system, weekly updates, unmatched accuracy rate, and powerful tools such as Territory Builder, Trip Planner and business intelligence capabilities to follow industry trends and mine key data. Live Tour | Learn More

Connect with RIAs

• RIA and client types
• Investment strategies, advisory services, fee structures and much more
• Assets Under Management
• Reps, executives and other key staff
• Business addresses and phone numbers
• Email addresses
• Custodians
• RIA and broker-dealer (BD) affiliations

Profile and Analyze RIAs

• 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 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 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, and must 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

An Investment Adviser 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 receive and access market insight to educate and encourage best practices when targeting the financial services industry. Live Tour | Learn More