| RIA Database is the leading provider of financial advisor data and searchable profiles.
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RIA Database
250,000+ advisors
34,000+ firms
90,000+ verified emails
100+ searchable fields
Rep/B/D
550,000+ advisors
5,500 firms
350,000 verified emails
25 searchable fields
Bank/Trust
25,000+ key contacts
8,200+ firms
12,000+ emails
15 searchable fields
Family Office
1,700+ family offices
1,600+ foundations
3,600+ emails
15 searchable fields
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Sample fields include: | First name, Last name, Title
| | Firm name
| | Phone number, Fax number
| | Email address
| | Full address
| | Assets under management
| | Discretionary assets under management
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| | Number of accounts / Number of clients
| | Products used: ETFs, Alternatives, Mutual Funds, SMA, Real Estate, and more
| | Number of financial planning clients
| | Website
| | Business affiliations
| | Broker / Dealer activity and/or affiliations
| | Type of advisory business
| | Compensation structure
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Our sophisticated data collection methods allow us to maintain accurate data on every financial advisor in the United States. We utilize more than 100 data sources and a team of 35 experienced data analysts.
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Search, profile and analyze: |
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Users may search easily and quickly for firms or advisors based on several relevant search fields. Search fields include basic contact information, email addresses, assets under management, 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, analyze territories or map and get directions to their offices.
RIA Database = 75+ searchable fields
Registered Rep / Broker / Dealer Database = 25+ searchable fields
Bank / Trust Database = 15+ searchable fields
Family / Office = 15+ searchable fields
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Download capabilities: |
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Users have unlimited download capabilities from each database into Microsoft Excel. From Excel, users can upload this information to their own sales tracking or contact management system. We also offer custom download functionality at no additional cost.
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Upload capabilities: |
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Our 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. Users also have access to a self-service File Matching too to complete these matches independently and on-demand.
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CRM integration: |
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Users can quickly download all of our data in any file format to easily integrate into any CRM system. We also provide an easy to use data wizard that allows our users to upload and sync directly with all versions of Salesforce.com.
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Frequently asked questions: |
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