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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®

All RIA Firms
All RIA IARs
200,000+ advisors
38,000+ firms
90,000+ emails
100+ searchable fields

Registered Rep

All Wirehouse Reps
All Independent Reps
All FINRA Reps
500,000+ advisors
300,000+ emails
25+ searchable fields

Bank / Trust

All FDIC Banks
All Trust Companies
25,000+ key contacts
8,600+ firms
12,000+ emails
15+ searchable fields

Family Office

1,000+ single family offices
800+ multi-family offices
2,000+ family foundations
750+ consultants
4,000+ emails
15+ searchable fields

RIA Database Preview

Rep Database Preview

Database Snapshot

Salesforce Integration

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
  • Advisor email addresses
  • Licenses and affiliated firms
  • Advisor age
  • 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

CRM Integration

Unlimited Downloads

Data Appending Service

Custom List Support

Sales Data Aggregation

File Matching

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.