RIA database

704.543.4554

The Leading Provider of Web-based, Searchable Databases of

RIAs, Registered Reps, Broker/Dealers, and Bank/Trust Institutions

RIA Database

200,000+ advisors
30,000+ firms
70,000+ emails
75+ searchable fields

Rep/B/D

700,000+ advisors
6,000+ firms
400,000+ emails
25+ searchable fields

Bank/Trust

20,000+ key contacts
8,000+ firms
11,000+ emails
15+ searchable fields

Family Office

1,700+ family offices
1,600+ foundations
3,600+ emails
15+ searchable fields

The RIA Database Advantage

  • Extensive data collection from multiple sources
  • Accurate, timely, relevant data
  • Searchable profiles
  • Download into MS Excel
  • Customizable fields
  • Salesforce.com® Integration
  • Fast, intuitive software
  • Sales analysis & reporting
  • Data scrubbing
  • Webinar & email blast services

News, Links & Helpful Documents

Top Advisor Rankings

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Testimonials

"RIA Database is a valuable partner with a great ROI. It's easy to navigate and saved us countless hours in our prospecting efforts. The quality of the data is remarkable and helped us to uncover many substantial clients we would not have otherwise found."

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