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Financial Services Data

Promote funds. Recruit top talent. Build relationships.

All the information you need, at prices you can afford.

We make it easy, and affordable to get total market access to the financial services industry. And you don’t have to sacrifice quality, or depth of information. Compare our Registered Investment Advisor (RIA) Database, Broker Dealer Database, and Registered Rep Database to any supplier in the industry and you’ll quickly see why we’re the smart choice for the industry’s largest and fastest growing firms.

All Securities Professionals

Exams, AUM & Experience

All BDs and RIA Firms

700+ Data Fields

We deliver the features and benefits you want.

Our comprehensive market access will help you increase distribution, recruit qualified candidates, establish new partnerships and develop new opportunities.

View Detailed Advisor & Firm Profiles

Build Territories & Map Business Trips

Search for Advisors and Firms

Conduct Research & Determine Market Share

View All Reps in Branch

Unlimited Support & Free List Pulling Services

Easily Send Email Broadcasts

Download Call Lists

Save Lists for Future Use

Reach Contacts at Home or Business

Easily Update Your Saved Lists

CRM and Data Feed Solutions

View LinkedIn Profiles

Search ADV Part 2 Brochures

We make doing business easy.

Affordable & Flexible Data Subsriptions Get just the information you need. National, regional and state license options including unlimited use and cost-effective limited use options. Unlimited Service & Support Experienced professionals will help you set up territories, save commonly used lists, or we can run lists for you at no additional cost! No Hidden Fees or Costs Know exactly what your annual license costs will be, including renewal options to lock in your savings. Free CMR and Suppression File Integrations We make it easy to remove advisors or firms from downloads to protect strategic partnerships, current selling agreements and more.