RIA Database

RIA Database maintains current contact information and profiles on over 28,000 registered investment advisors (RIAs).

Sample fields include:

	First name, Last name, Title
	Firm name
	Phone number, Fax number
	Email address
	Street address
	City, State, Zip code
	Assets under management
	Discretionary assets under management

	Number of accounts / Number of clients
	Number of employees
	Number of financial planning clients
	Website
	Business affiliations
	Broker / Dealer activity and/or affiliations
	Type of advisory business
	Compensation structure

Search, profile and sort

Users may search easily and quickly for firms based on several relevant search fields. Search fields include basic contact information, email addresses, the types of clients they serve, the products they use, their compensation methods, and the overall services they provide to their clients. Users can view, sort and print profiles on each RIA, map or get directions to their offices.

Download capabilities

Users have unlimited download capabilities from RIA Database into Microsoft Excel. From Excel, users can upload this information to their own sales tracking or contact management system.

Upload capabilities

The RIA Database service team supports users by creating custom lists and by matching client lists with the database to attain more detailed, useful fields for client marketing campaigns.

Frequently asked questions

1. How does the RIA Database compare to its competitors?

We focus specifically on providing accurate, relevant data for sales professionals on RIAs. We provide email addresses, for example, which are essential to any marketing effort. We also allow unlimited downloads, and provide customer support in all areas of ewholesaling. We offer reasonable price plans that accommodate national as well as regional marketing budgets. Clients can pay-by-state, or get access to the entire database at nearly half the cost of our competitors.

2. How often is the data updated?

Every day.

3. Can I upload my own data?

Yes, our customer service team will assist clients in uploading data.

4. Will you help me compare my list of contacts to your data?

Yes, our customer service team will match your contact lists with the database, as well as assist you with any pre- and post- conference attendee lists.

5. Do I have to learn a new system or new software?

No. RIA Database is Web-based and similar to any simple, search, sort and download site.

6. How much does it cost?

See our fees.

7. Can I change my state preferences within my subscription period?

Yes. See our fees.

8. Can I pay with my credit card?

Yes, we accept all major forms of payment, including Visa, Mastercard, American Express and Paypal.

9. Can I demo the site now?

Yes, see the “Demo”. If you would like more information about our services, you can call us at 704.543.4554 or email us at sales@riadatabase.com.

10. Do I have to be pre-approved to get access to the site?

Yes. We have a standard User Agreement. Please call us for more information.

Download RIA Database Product & Pricing Information

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