Prospect Smarter With the Most Accurate RIA Database
Access 35,000 plus RIA firms and 450,000 registered reps with verified AUM, custodian, team, and technology data. Built for asset managers, custodians, wealthtechs, and recruiters.
You don’t need another static directory. You need intelligence you can act on.
If you are searching for an RIA database that delivers verified intelligence rather than static contact lists, you are in the right place. AdvizorPro helps asset managers, technology providers, custodians, and recruiters identify, segment, and engage registered investment advisors with precision.
Our platform maps more than 35,000 RIA firms and 450,000 registered reps, enriched with custodian data, firm structures, behavioral signals, technology stack intelligence, and ETF holdings insights that drive distribution, recruiting, and partnership strategies.
Powered by the AdvizorPro AI engine, the system learns from advisor movement, regulatory filings, and market signals so your dataset becomes more accurate and more actionable every week.
What Makes Our Data Different
Verified RIA and Rep Records
All firm and rep profiles are validated through ADV filings, Form U4 updates, custodian checks, and continual AI-assisted verification. No stale lists or outdated structures.
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Complete Firm and Team Mapping
See firm ownership, decision-makers, reporting relationships, team groupings, and rep affiliations with full clarity. No more guessing how advisors connect.
CRM-Ready Intelligence
Sync RIA and rep data directly into Salesforce, HubSpot, Microsoft Dynamics, Snowflake, or your preferred system. Your CRM stays aligned with clean, verified RIA data.
Built on Accuracy, Coverage, and Data Quality
Every RIA record in AdvizorPro is verified through regulatory filings, multi-source data checks, and continuous AI-driven validation. Our data team monitors updates across ADV filings, Form U4 records, firm disclosures, custodian relationships, press coverage, advisor transitions, and other hard-to-capture sources.
We go beyond what is available in regulatory filings. Our intelligence fills gaps that competitors often miss, connects fragmented information, and uncovers firm and team structures that are not visible in public datasets alone. This includes hybrid advisors, dual-registrants, complex team hierarchies, and firms with mixed custodial arrangements.
The result is a trusted, high-quality dataset your distribution team can rely on. Outreach becomes more accurate, timing improves, and every workflow is supported by data that stays current and dependable.
Designed for Every Team That Depends on RIA Accuracy
Asset Managers
Identify growth-focused RIAs allocating to ETFs, SMAs, alternatives, or direct indexing. Filter by AUM, custodian, product mix, and investment focus.
Start Free TrialCustodians
Find breakaway teams, monitor transitions, and identify high-potential RIAs ready to move platforms.
Start Free TrialWealthtech Firms
Pinpoint advisors most likely to adopt new technology solutions based on tech stack, firm size, product alignment, and behavioral activity.
Start Free TrialRecruiters
Track advisor transitions, find advisors in motion, and match them to the right opportunities.
Start Free TrialPartnership Teams
Find RIAs with the right operational profile, leadership structure, client segmentation, and custodian mix.
Start Free TrialKey Features of the RIA Database
Every feature is designed to give distribution, marketing, and recruiting teams a competitive edge.
Firm Coverage
Access more than 35,000 registered investment advisor firms, including independent, hybrid, institutional, and wealth management groups. Profiles include AUM, custodian mix, ownership, client segments, and product focus.
Advisor & Team Mapping
See which reps work together, their roles, reporting lines, and how decisions are made. This includes team structures within large national firms and independent firms alike.
Custodian Relationships
Identify firms working with Schwab, Fidelity, Pershing, Raymond James, or other custodians. Ideal for custodial partnerships and platform strategy.
AUM & Product Mix
Access verified AUM with asset allocation profiles, investment styles, and product focus trends.
Technology Stack Data
See CRM systems, planning software, portfolio tools, and other platforms RIAs use.
AI-Powered Search
Find RIAs by any combination of location, AUM, custodian, strategy, technology, or product focus through fast natural language search.
CRM Integration
Push firms, reps, and team groups directly into Salesforce, HubSpot, Microsoft Dynamics, Snowflake, or custom endpoints. Your CRM stays enriched without manual uploads.
Verified Contact Data
Every email and phone number is validated continually through automated and manual checks.
Growth & Transition Tracking
Monitor advisor movement, new firm registrations, breakaway activity, M&A, and leadership changes.
Seamless CRM Delivery
Your CRM should be your single source of truth. AdvizorPro connects directly to your existing systems so RIA firm and rep data sync automatically.
No more manual spreadsheets, inconsistent records, or version conflicts. Once connected, your CRM receives verified records, newly discovered firms, refreshed data, and updated team structures in real time.
Data Points That Power Smarter RIA Prospecting
Every attribute connects back to a verified record, giving your team a clear and current view of each advisor and firm.
Every attribute connects back to a verified record, giving you a complete, actionable view of each family office.
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From RIA Data to Advisor Intelligence
AdvizorPro goes deeper than traditional RIA lists. Our platform combines regulatory filings, team mapping, custodian updates, growth signals, and investment behavior to reveal real advisor activity.
You can see rising AUM, transitions between custodians, emerging product focus areas, new firm formations, and advisor movement that signals opportunity.
Our AI engine highlights firms that mirror your best accounts, so your team knows where to focus.
Why Legacy RIA Databases Fall Short
- Outdated AUM or incomplete registrations
- Missing hybrid or dual-registered advisors
- Missing team structures or partial firm profiles
- Stale or inaccurate contact information
- Limited visibility into custodians and technology stack
- Rigid filters and slow segmentation
- No CRM connection and frequent data conflicts
The AdvizorPro
Difference:
- Data That Is Always Verified
Weekly validation across ADV filings, Form U4 updates, custodian checks, and multi-source verification. - Unified Firm and Team Intelligence
See firm structures, rep relationships, and decision-making groups with clarity. - Smart Growth Signals
Identify rising AUM, new registrations, breakaways, and custodial shifts. - Seamless CRM Integration
Keep your CRM updated with live firm and rep intelligence. - Complete Coverage
More complete coverage of RIAs, hybrids, and dual-registered advisors than legacy platforms.
From Manual Research to Real Advisor Intelligence
Before AdvizorPro
- Exporting firm data from multiple systems
- Cleaning duplicates and outdated records manually
- No visibility into hybrid or dual-registered advisors
- No insight into breakaway activity
- Guessing which RIAs are growing
- CRM conflicts and disconnected data sources
With AdvizorPro
- Verified RIA database in one platform
- Firm, rep, and team relationships mapped automatically
- Custodian, AUM, and registration data updated continuously
- Growth and transition data surfaced in real time
- CRM stays synced with clean, enriched data
- Faster outreach and better segmentation across all channels
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"AdvizorPro is an indispensable tool for our team. It’s our go-to resource for industry data and insights, and it has had a direct, positive impact on our ability to connect with the right people."
Kensington Asset Management
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Frequently Asked Questions About Our RIA Database
You gain access to more than 35,000 RIA firms and 450,000 registered reps, complete with verified AUM, custodian relationships, ownership structures, technology stack details, investment focus, behavioral signals, and rep-to-firm relationships. Every record is validated through regulatory filings and continuous AI verification.
We refresh data weekly across ADV filings, Form U4 updates, custodial sources, new disclosures, advisor movement, and multi-source verification. This ensures the most accurate view of the RIA landscape.
Yes. AdvizorPro connects directly with Salesforce, HubSpot, Microsoft Dynamics, Snowflake, and custom endpoints. Your CRM receives verified firm and rep updates automatically, without manual uploads.
Yes. You can filter by AUM bands, asset allocation, custodian mix, investment strategies, technology stack, team structure, rep roles, and hundreds of additional attributes.
Yes. AdvizorPro provides full visibility into hybrid and dual-registered reps, including their broker dealer affiliations, custodians, and team connections.
Every email and phone number is validated continually through automated systems and human review. This reduces bounce rates and ensures productive outreach.
Yes. We monitor breakaways, M&A activity, team shifts, new firm formations, and custodial transitions so you can identify opportunities early.