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Registered Investment Advisors List

Affordable Database Subscriptions of Top RIA Firms Including 35,000+

We offer highly accurate and affordable data subscriptions of Registered Investment Advisory firms. Our RIA list contains current and detailed data on over 35,000 RIAs, including the best RIA list and list of Investment Advisor Representatives (IARs) affiliated with those RIAs.

With our 200 individual data elements to choose, select, and refine from, we’re able to simplify your marketing by delivering you access to the precise Registered Investment Advisors and firms you’re looking for, while also eliminating those you’re not.

From detailed mailing information, phones, websites, and email, to a wealth of information on the type of business activities the firm specializes in, we can connect
you with the firms and RIA’s you’re looking for.

Access to these specialty Registered Investment Advisor List is provided via a licensing agreement to our easy to use web based platform – Advisor DirectConnect.

Registered Financial Advisor Database Experience and Expertise

Navigating this complex market requires the combination of market expertise and marketing savvy. We’re able to accomplish both by helping you understand which RIA’s are right for your firm and then the developing the strategic approach for reaching them.

Our market specialists will work closely with you to define your market strategy and then provide you the tools for implementing and executing the right approach. From RIA data and RIA list tools to turn-key marketing programs, we’ve got you covered.

Ask to speak with one of our sales and marketing specialists, or provide your information to the right of this page, and we’ll get back to you quickly. If you would like to see a product demo of Advisor DirectConnect, we can show you how this tool has helped many of the industry’s leading firms find the RIA list they need and reach their goals!

Registered Investment Advisor List

Database of Registered Investment Advisor General Data

  • Multiple Contacts
  • Firm Name
  • Phone & Fax
  • Email address
  • Longitude & Latitude for mapping
  • Website
  • Total AUM
  • Discretionary AUM
  • Financial Planning assets
  • Number of Accts/clients
  • Number of employees
  • Number of advisors
  • Client Types
  • Number of clients
  • High net worth individuals
  • Bank & Investment Co’s
  • Pension & profit sharing plans
  • Hedge Funds
  • Charitable organizations
  • State & municipal entities

Registered Financial Advisor Compensation Data

  • Pctg. of Assets under mgmt.
  • Hourly charges
  • Subscription fees
  • Fixed Fees
  • Commissions
  • Performance based fees
  • Advisory service provided
  • Financial planning
  • Portfolio mgmt.
  • Pension consulting
  • Selection of other advisors
  • Publication of newsletters
  • Market Timing Services

Other Registered Representative Information Provided

  • Broker Deal Affiliations
  • Banks
  • Insurance broker or agent
  • Futures Advisor
  • Real Estate
  • Registered Rep’s
  • Business Affiliations
  • Broker Dealer
  • Bank
  • Insurance Company
  • Pension consultant
  • Mutual Fund
  • Law/Accounting firm
  • Business Type & Product
  • Fee Only
  • Family & multi-family office
  • Mutual funds
  • Separately managed accounts
  • Socially responsible investments
  • ETF’s
  • Alternative investments
  • Retirement products
  • Insurance products
  • Real Estate
  • Custodial firms

In-Depth, Online Agent Data

Advisor Direct Connect is the industry’s #1 source for real-time in-depth information on more than 1 million active Life, Health and P&C licensed agents and advisors.

In just minutes you can build, refine, view and download highly targeted and customized lists of insurance agents and financial advisors.

Find out why the industry’s top companies are turning to Advisor Direct Connect for their marketing and recruitment needs.For more detailed information

Click Here

Registered Investment Advisors Database

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