Database Subscriptions

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:

RIA Database Preview

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Rep Database Preview

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Database Snapshot

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Salesforce Integration

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Easily identify:

  • Wealth managers
  • Fee-based advisors
  • Family Offices
  • Hybrid advisors
  • Wirehouse reps
  • Independent reps
  • Bank reps
  • Trust companies
  • Asset managers
  • ETF Strategists
  • Hedge funds
  • Private Funds

Sample fields include:

  • Firm and advisor names
  • Titles and designations
  • Location, phone, website
  • Affiliated firms
  • Custodians
  • Assets under management
  • ETF assets by ticker
  • Type of business
  • Investment allocation
  • Product usage

Data Collection

Our sophisticated data collection methods allow us to maintain current and accurate data on every financial advisor in the United States. We combine over 10 years of original research with sophisticated scripts that track, append, clean, enhance and update our databases weekly. Our original data, gathered by our own team as well as our events, is added to the databases weekly. New fields are added monthly, based on client feedback and newly available data. Our text-based searches allows users to use their own unique terms to search proprietary text documents maintained on our servers.

All Subscriptions Include:

Unlimited Access

Unlimited Downloads

Custom List Support

File Matching

CRM Integration

Data Appending Service

Sales Data Aggregation

Sales Consulting

Service & Consulting

We provide consulting services at no extra cost. Our team of experienced financial services and digital marketing professionals will assist you to maximize our products and services. We provide guidance on penetrating specific advisor channels, territory management, advisor segmentation and conference participation. Our service also includes dedicated support for list creation, database training, user set up, list matching and CRM integration.

Data Clean Up

We will clean up your data as part of your subscription. We created proprietary software to identify CRD numbers using the minimum number of fields, and without expensive human involvement. We turn around data clean up projects within days if not hours. Again, this is included in every subscription and will save your firm time and money.