Database Subscriptions

RIA Database provides comprehensive profiles, data, software and analytics. More than 600 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®

  • All RIA Firms
  • All RIA IARs
  • 200+ Searchable Fields
  • 40,000+ Firms
  • 400,000+ Contacts
  • 185,000+ 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.

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

Preview Our Software

Play RIA Database Video
RIA Database®
Play Rep Database Preview
Registered Rep / BD
Database Snapshot
Play SalesForce intergration video
CRM Integration

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 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 allow users to use their unique terms to search proprietary text documents maintained on our servers.

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 and file matching.