Grow your assets.

RIA Database provides a unique offering of digital marketing services, supported by our industry leading database products and software. We offer the most extensive, accurate and relevant profile data across the financial marketplace: Institutional, RIA, Broker, Bank/Trust & Family Office.

The biggest names in financial services work with RIA Database®.

“Critical to our growth – we would not do a webcast without RIA Database.”
– Top 100 Asset Management Firm

“Our sales team uses RIA Database every single day – we love it.”
– Top 50 Largest Asset Management Firm

Access 1,000,000+ financial advisors.

Visualize your market.

Data Points.

Heat Maps.


Database Subscriptions



200,000+ advisors

35,000+ firms

90,000+ emails

100+ searchable fields

Registered Rep Database

600,000+ advisors

6,000+ firms

350,000+ emails

25+ searchable fields

Bank / Trust Database

20,000+ key contacts

8,000+ firms

11,000+ emails

15+ searchable fields

Family Office Database

1,700+ family offices

1,600+ foundations

3,600+ emails

15+ searchable fields

All Subscriptions Include:

Unlimited Access

Unlimited Downloads

Custom List Support

File Matching

CRM Integration

Data Appending Service

Sales Data Aggregation

Sales Consulting

Webcast Services

We provide investment webcasts for the largest financial advisor community in the industry.
Our webcast services include:

Target Marketing

  • Copy and Email Creation
  • Marketing via Dedicated Email Blasts
  • Online Advertising
  • Custom Survey (average over 100 completions per webcast)
  • Continuing Education Credits

Technology & Execution

  • Event Software
  • Practice Session & Training
  • Moderator
  • Editing

Reporting & Follow Up

  • Detailed Advisor Reporting
  • Interactive Data Dashboard
  • Archive & On-Demand Handling
  • Thank You Emails

Email Services

RIA Database provides educational investment content and events for the largest financial advisor community in the industry.

Digital Marketing

RIA Database Mid-Year Survey Winners – July 2016

The Roosevelt Investment Group, Inc.

Invest4Impact MacBook Air Survey Winner – July 2016

Joanne A. Landa

End of Year Survey Winners – February 2016

Panther Capital Group

Redi2 Technologies

Ultimus Fund Solutions, LLC

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RIA Database® is a United States federally registered service mark exclusively owned by Labworks, LLC.