About Us
RIA Database is an independently owned and operated business founded in 2005. We are the market leader in advisor data. Dedicated to building long-term, win-win partnerships with our clients, we work with some of the largest and well known asset managers, broker/dealers, investment banks, hedge funds and fintech firms in the industry.
- 2005
- RIA Database® founded
- 2007
- Bank/Trust Database launched
- 2009
- Family Office Database launched
- 2015
- RIA Channel® surpassed 100 live, digital events per year
- RIA Channel® surpassed 100 live, digital events per year
- 2019
- Private Markets Playbook LMS launched
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- 2006
- RIA Database® launched
- 2008
- Registered Rep / Broker/Dealer Database launched
- 2010
- RIA Channel® launched
- 2016
- RIA Channel® launched the first LMS (Learning Management System) for the industry
- 2020
- RIA Channel® surpassed 200 live, digital events per year
Our Team
Julie Cooling
Founder & Chief Executive Officer
Philadelphia, PA
Stephanie Sullivan
Chief Operating Officer
Charlotte, NC
Natalie Holding
Director of Marketing
Charlotte, NC
Keith Black, Ph.D., CAIA, CFA, FDP
Managing Director of Education
Nashville, TN
Chris Rosenberry
Creative Director
Indianapolis, IN
Marni Dacy
Sales Director
Washington, DC
Eric Cott
Sales Director
Boca Raton, FL
Reid Hurley
Data Manager
Philadelphia, PA
Brittany Beggs
Senior Data Analyst
Charlotte, NC
Sarah Martin
Marketing Manager
Baltimore, MD
Gil Marder
Marketing Manager
Philadelphia, PA
Jack Pitton
Marketing Associate
Charlotte, NC
Ambaji Konadkar
Systems Administrator
Goa, India
Ashley Pereira
Project Manager, Developer
Goa, India
Budhesh Naik
Developer
Goa, India
Princy Salgaonkar
Developer
Goa, India
Amit Naik
Developer
Goa, India
Shekhar Devdhar
Developer
Goa, India
Press
RIA Database is a proud contributor to Forbes. We have been producing Top Advisor Rankings for almost 20 years.
Visit our Forbes.com page.
Careers
Interested in joining our team? We’re hiring! Send a resume and email to careers @ riadatabase.com.