A Platform For Distribution
RIA Database provides comprehensive data, software, analytics and marketing services to the financial services industry. We maintain profiles on a broad universe of financial advisors: RIAs, registered reps, independent reps, family offices, institutional investors, bank/trust advisors and consultants. More than 500 firms rely on RIA Database data and RIA Channel marketing solutions to raise assets and distribute their research and product insights.
RIA Database provides comprehensive profiles, data, software and analytics. More than 500 organizations rely on RIA Database data and marketing solutions to help them raise assets and operate more efficiently. Our proprietary, web-based software allows you to sort, search, save and download targeted leads for your sales and marketing efforts. We maintain data on the entire universe of financial advisors:
DatabaseAll Wirehouse Reps
All Independent Reps
All FINRA Reps
25+ searchable fields
Bank / Trust
DatabaseAll FDIC Banks
All Trust Companies
25,000+ key contacts
15+ searchable field
RIA Database Preview
Rep Database Preview
RIA Database produces investment webcasts for the largest advisor audience in the industry. Uniquely positioned, RIA Database generates qualified leads via white-labeled, sponsored presentations. Our webcast services include:
Target Marketing3 Dedicated Email Blasts
Channel Targeting & Segmentation
Copy and Email Creation
Banner Advertising on RIA Channel
Custom Participant Survey
Thank You Emails
Technology & ExecutionEvent Management
Practice Session & Training
Continuing Education Credits
On Demand Management
ReportingFull Contact Details
Assets Under Management
Proprietary, Interactive Dashboard
Designed exclusively for financial advisors, we produce half day virtual conferences covering popular investment themes or topics throughout the year. Thousands of advisors participate online per event as expert sponsors present their investment outlooks and strategies.
Accepted for 4 CFP / IWI / CFA CE Credits
Accepted for 5 CFP / IWI / CFA CE Credits
Accepted for 2 CFP / IWI / CFA CE Credits
Accepted for 5 CFP / IWI CFA CE Credits
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Details Coming Soon
We provide marketing services to the largest financial advisor community in the industry. We white-label e-blasts, video-blasts and targeted newsletters for our clients. Distribute your firm’s video, research, thought leadership, new product launches, product updates, and other content to our audience of over 350,000+ opt-in financial advisors.
We create custom email campaigns designed to fit your brand and messaging.
We identify ideal advisor segments, and execute white-labeled e-blasts for you.
We drive advisor leads and connect them with your content, research and sales teams.