Sales Enablement Platform
Data. Access. Insights. Marketing.
RIA Database provides comprehensive data, software, analytics and marketing services to the financial services industry. Our proprietary, web-based software allows you to sort, search, save and download targeted leads for your sales and marketing efforts.
A Platform for Distribution
In-depth data, data integrations, and software solutions for all advisor channels:
RIA Database®
- All RIA Firms
- All RIA IARs
- 200+ Searchable Fields
- 40,000+ Firms
- 500,000+ Contacts
- 200,000+ Emails
Registered Rep Database
- All Wirehouse Reps
- All FINRA Reps
- 25+ Searchable Fields
- All Independent Reps
- 500,000+ Contacts
- 175,000+ Emails
Family Office Database
- 1,000+ Single Family Offices
- 750+ Consultants
- 15+ Searchable Fields
- 800+ Multi-Family Offices
- 2,000+ Family Foundations
- 2,800+ Emails
Bank / Trust Database
- All FDIC Banks
- All Trust Companies
- 15+ Searchable Fields
- 8,600+ Firms
- 25,000+ Key Contacts
- 3,800+ Emails
Data Integration
Easily connect our data with your preferred CRM, MDM, or Data Warehouse.
Identify Ideal Advisor Prospects for Sales and Marketing
Gain access to detailed data, analytics and insights on every financial advisor across the country.
Select A State To View Data
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New York
Key Market Segments & Opportunities
Cut through the noise easily and reach your best prospects.
41,000+
RIA Firms
19,000+
Wealth Management Firms
5,300+
ETF Buyers
4,000+
Alternatives Buyers
1,000+
Wealth Management Firms Over $1B AUM
10,500+
RIAs with Investment Interest Insights
200 – 300
New RIAs & Breakaways (each month)
70,000+
Non-registered Contacts
Proprietary Data Powered by RIA Channel®
Target advisors based on proprietary engagement data powered by RIA Channel®.
Select Categories To View Data
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Interested In…
Comprehensive 13F Targeting
RIA Database captures ALL security holdings data on a quarterly basis, maps it to each RIA firm and makes it searchable and downloadable alongside key contact information.
Search By Ticker, Provider or Sector
Identify RIA firms that hold a specific ticker, or group of tickers at the same time.
Breakdown Assets By Investments
Easily identify RIAs holding your ETFs or ETFs from a competitive provider. Discover how RIAs are leveraging ETFs & Equities in their portfolio.
Search results
All ETF Holdings
- Number of ETFs: 56
- Total Value of All ETF Holdings: $255B
- Number of Issuers: 7
- Number of Sectors: 16
Breakdown Assets By Investments
Easily identify RIAs holding your ETFs or ETFs from a competitive provider. Discover how RIAs are leveraging ETFs & Equities in their portfolio.
Search results
Firm Assets
- Total Assets: $2B
- ETF Assets: $750M
- Equities: $600M
- Other Assets: $650M
Growth Of Investments
Easily identify RIAs holding your ETFs or ETFs from a competitive provider. Discover how RIAs are leveraging ETFs & Equities in their portfolio.
Search results
ETF Ownership
- Number of ETFs: 56
- Total Value of All ETF Holdings: $255B
- Number of Issuers: 7
- Number of Sectors: 16
You’re In Good Company
More than 600 financial institutions rely on RIA Database® and RIA Channel® to help identify and reach their ideal prospects.
