Find and Win More RIA & Family Office Clients
Built on Verified Data + Advanced AI Intelligence
- 750,000+ Verified RIA and Family Office profiles
- Search and filter by AUM, custodian, and specialization
- The smarter, faster alternative to outdated advisor databases
Available Datasets
From RIAs to retirement plans, one platform.
Registered Investment Advisors
Every independent and dually registered RIA, with AUM, custodial relationships, client mix, and advisor moves as they happen.
Broker-Dealers
Broker-dealer firms, their branch and OSJ structure, and every registered rep tied to them.
Private Wealth Teams
Advisor teams at wirehouses, regionals, and independents, sized by assets and production.
Family Offices
Single and multi-family offices with investment focus, assets, deal activity, and the principals who make the calls.
Banks & Trusts
Trust companies and bank wealth divisions, with the investment and fiduciary leaders who oversee them.
Stock & ETF Holdings
Advisor positions from 13F filings, organized by Morningstar category so you know their allocations before the first call.
Private Placements (Form D)
Private offerings filed with the SEC: DSTs, Opportunity Zone funds, real estate, and private funds, mapped to the sponsors, placement agents, and broker-dealers selling them.
Insurance Producers
Licensed insurance producers and agencies, with carrier appointments and lines of authority.
Qualified Retirement Plans
Retirement plan intelligence: plan sponsors, assets, investment menus, participants, and the advisors and recordkeepers attached to each plan.
AdvizorPro was Built For:
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AI isn't a feature. It's the foundation.
It powers how we create our database, how you search it, and every list you build. Describe your ideal prospect and AdvizorPro does the rest.
Features
CRM integration
Sync seamlessly with Salesforce, HubSpot, and Dynamics auto-enrich contacts, push smart lists, and power real-time workflows.
Traffic IQ
Know which RIAs are on your site even before they fill out a form. Turn anonymous traffic into outreach-ready insights that power sales and marketing workflows.
Lead Scoring
Automatically score advisors and firms using location, AUM, custodian, keyword tags, and site visit activity to prioritize best-fit leads.
Tech Stack
See which firms use tools like Orion, Envestnet, or eMoney - ideal for wealthtechs identifying RIAs using competitors or asset managers targeting specific platforms.
Contact Intelligence
Reach decision-makers across RIAs, family offices, and more with verified titles, emails, and phone numbers at scale.
AI Search Assistant
Chat with our in-app AI assistant to run searches using plain English. It builds queries and filters directly in the platform.
Wealth Team Intel
Navigate complex orgs at wirehouses, banks, and large IBDs. With over 32,000+ teams mapped, see structure, key contacts, and reporting lines reach the right leaders, not just a name.
List Matching
Upload advisor lists from conferences, webinars, or inbound leads, and match them to enriched profiles with firm data, contact info, scoring, and CRM-ready exports.
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ETF Holdings
See which RIAs hold your competitors’ ETFs or others in the same Morningstar category great for identifying prospects or tracking demand shifts.
Wherever your team works, AdvizorPro is already there.
Enriched records and signals, delivered to your CRM, your AI tools, or your data warehouse.
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Testimonials
“The team from AdvizorPro could not be more helpful. Not only do they provide great training both directly and via video tutorials, but they are also available for one-off questions at a moment's notice. Super knowledgeable and super responsive!”
"A big round of applause to your entire team; I’m glad to have you as our partner!"
"AdvizorPro runs circles around the competition."
“AdvizorPro has been a tremendous addition to our sales operations, delivering real, industry-specific data and support that feels like a true partnership.”
“We evaluated a few options, before landing on AdvizorPro, and we're really glad we did. The data quality is better, the CRM integration has completely transformed how we enrich and manage our contacts, and the AI insights have made our team way more efficient. But honestly, what's stood out most is the partnership. They've been genuinely invested in our success from day one. We're growing, and we couldn’t be happier.”
“It’s rare to find a partner with both robust data and amazing service, AdvizorPro delivers both. Turning data headaches into actionable insight.”
“It is not often that I am wowed by a vendor, but the team over at AdvizorPro goes above and beyond. The service level is unmatched and their product has been an integral part of our sales process from day 1 of our relationship."
View Recent Blog Posts
News, strategies, and real-world examples from across the wealth management and family office industry.
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