GUIDE TO IDENTIFYING
Practicing Retail
Financial Advisors

❝Discovery Data has been up to this challenge for over 15 years, building the largest repository of data on firms and reps with hundreds of profile points, weekly updates and sophisticated analytic capabilities layered on top to allow us to best help pinpoint the number of practicing retail financial advisors in the U.S...❞

 

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Guide to Identifying Practicing Retail Financial Advisors

Discovery Data offers a consolidated view of extensive
information on all firms
and 700,000 reps. Recruit candidates, expand
sales
efforts and improve marketing with access to
hundreds of search filters including
title categories, securities licenses, years a rep
and years at current firm,
and data fields
such as firm registration history, teams, regulatory disclosures and much more.

 
 

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Nearly 300,000 advisors guiding 70 million
investors with assets of $20 trillion.

 
 

230,411

Non-Advisors

 
 

284,113

Dually Registered BD-RIA Reps

 
 

91,972

RIA-Only Reps

 
 

340,895

BD-Only Reps

 

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