Comprehensive firm and professional data.
Find new opportunities and accelerate revenue with access to financial services industry data on BD and RIA firms and professionals, as well as trust companies and key staff.

Firms

• Broker-Dealer (BD), Registered Investment Adviser (RIA), and Trust Company
• Assets under management and AUM growth rate
• Product and asset allocation including ETFs, mutual funds, fixed income, and private funds
• Custodial assets

Professionals

• Registered Representatives including Financial Advisors and Key Staff
• Contact information including phone numbers and email addresses
• Titles such as owners, executives, research directors, and advisors
• Licenses

Channels

• Including Retail, Independent, Traditional, and Wirehouse

Empower your outreach.
What can you do with the most accurate financial services industry data on all FINRA and SEC registered firms and professionals in your market?

• Find RIA firms by AUM, investment strategies, types of clients they work with, and more
• Analyze asset growth year-over-year
• Uncover changes in asset allocation models
• Segment firms by investments and custodial platforms utilized
• Track rep movement, breakaways, and M&A activity
• Access custom RIA brochure keyword search and conference analytics
• Improve your lead generation and go-to-market efforts with accurate professional contact data
• And much more including Diversity & Inclusion, advisor behavioral Intent Signals, and Interests & Lifestyle data

Know your market. Inside and out.
Discovery Data’s proprietary FRAME process provides the most accurate data on the financial services industry for your distribution, marketing, analytics, and data management. No other provider outperforms our data in:

• Breadth
• Depth
• Accuracy
• Number of Attributes
• Value and ROI