Broker Dealer Database
Supercharge Your Sales, Marketing & Recruiting With Brokers Matching Your Desired Profile
AdvizorPro's broker-dealer database empowers you to quickly identify and connect with brokers and investment firms who match your ideal target profile, enabling you to expedite your outreach efforts and maximize the potential for successful connections.
Find the right broker-dealer reps and grow your business.
AdvizorPro offers a producer, RIA, and broker-dealer database that provides comprehensive lead profiling data to help asset managers, IMO/FMOs, recruiters, and software companies reach more prospective clients.
By partnering with AdvizorPro, your business can access hundreds of thousands of leads within minutes and start scheduling meetings with new, highly-targeted registered representatives and insurance producers in just a few hours.
Go deeper with the right registered representatives
Lean How AdvizorPro can enable your growth
Enhance Your Advisor Outreach Using Our High-Quality Broker-Dealer & RIA Database
Fresh Contact Data
Alerts on New Leads
Advisor Website Search Engine
Finding accurate data for marketing and recruiting within the broker-dealer industry is a major hurdle today. We’ve been assisting asset managers, recruiters, and others in filling their funnels with registered reps for years, and our broker-dealer and RIA database has garnered plenty of positive feedback for streamlining and enhancing the prospecting process.
Learn How AdvizorPro Makes Marketing to & Recruiting Better
Our proprietary algorithms continuously scour the web to gather and authenticate information. This empowers us to provide the most accurate and precise advisor data available. Whether you’re looking for broker dealers, independent financial advisors, breakaway advisors, or other professionals, you don’t have to deal with the frustrations and missed opportunities associated with outdated and unreliable databases.
Enhance your prospecting strategies and recruitment efforts by connecting with the right financial professionals. Utilize our extensive broker-dealer database to generate custom lists of leads that match your ideal advisor profile. Streamline your process by eliminating the need to search multiple websites for contact information, allowing you to prioritize meaningful connections.
Read our case study
5 Ways An Asset Manager Scaled Their Firm By Leveraging AdvizorPro
“AdvizorPro provides us with one of the highest degrees of utility for the associated cost.”
- DAVE ISAACSON
MORGAN DEMPSEY CAPITAL
How it Works
AdvizorPro provides an accurate method of sourcing financial professional leads for sales/marketing and recruiting. Asset managers, recruiters, and SaaS firms in the financial professional space require certain qualifications to be met in order to ensure a registered representative or independent advisor representative is a good fit. From years of experience to licensing, geography, former employers, and much more, AdvizorPro can quickly assist you in finding the needle in the haystack for successful advisor partnerships.
AdvizorPro does have data on ETF holdings via 13F filings we collect from the SEC. We will have data on broker-dealer holdings of ETFs if they are dually registered as an RIA. The RIA is the entity that must register their holdings with the SEC if they are of a certain size.
Our database includes data sourced from the SEC, FINRA, state insurance regulatory bodies and millions of webpages on the organizations and people working in the space. Our data includes foundational pieces like licenses, geography, employers, work history, years of experience as well as countless additional fields including tech stack, TAMP platform, hobbies, investment interests, designations and more.
Our algorithms constantly update our broker-dealer database around the clock. We have a set of rigorous quality checks that contact data must pass before being included in our database. These checks incorporate a mix of our own tools and trusted third-party resources, guaranteeing that we maintain a high standard of quality.