Prospect Smarter With the Most Complete Broker-Dealer Database
Access more than 5,000 verified broker-dealer firms and hundreds of thousands of registered reps with licensing, rep codes, team structures, compliance details, and custodial relationships.
You don’t need another static directory. You need intelligence you can act on.
If you’re searching for a broker-dealer database built for depth, accuracy, and real distribution results, you’re in the right place. We built AdvizorPro to help asset managers, wholesalers, recruiters, and wealthtech teams identify and engage the right B-D firms and registered reps with confidence.
Instead of static lists or outdated contact records, our platform combines AI-assisted discovery with direct sourcing from B-D filings, rep records, custodial disclosures, and team data. Every profile includes the structure, licensing background, connections, and verified contact data you need to move quickly and qualify the right targets.
What Makes Our Broker-Dealer Data Different
Rep and Team Structure Clarity
See which reps belong to which teams, how they roll up across OSJs and branches, and who influences key decisions across the firm. AdvizorPro maps real working relationships, not just a list of names.
Licensing and Registration Depth
Access CRD numbers, state registrations, product approvals, and supervisory roles to understand exactly how each rep or branch is structured and where they operate.
Custodian and Clearing Insights
View custodial and clearing relationships across firms. Whether they work with Fidelity, Schwab, Pershing, or another provider, you can tailor your outreach to align with existing workflows.
Built on Accuracy and Compliance
Every record in the Broker-Dealer Database is verified across ADV, FINRA, and IARD filings, plus AI-assisted enrichment from public and proprietary sources. Our data team continuously reviews source quality and compliance standards so your outreach remains accurate and auditable.
You get verified, compliant data you can trust inside your CRM from day one.
Designed for Every Team That Works With Broker-Dealers
Asset Managers
Target the right B-D firms, OSJs, and rep teams aligned with your strategies. Filter by custodians, product approvals, branch structure, and licensing.
Start Free TrialWholesalers and Distribution Teams
Build targeted lists by state, AUM range, team size, or custodial alignment. Route verified rep contacts directly into your CRM with no cleanup required.
Start Free TrialWealthtech Companies
Identify B-Ds most likely to adopt new tools based on tech stack signals, clearing partners, and rep segmentation.
Start Free TrialRecruiters and Talent Teams
View rep histories, registrations, team roles, and movement signals to identify high-value candidates faster.
Start Free TrialKey Features of the Broker-Dealer Database
Every field is designed to reduce research time, improve targeting, and help you act on real intelligence.
Firm Type
See full B-D classifications, including independent broker dealers, wirehouse branches, hybrids, and OSJs.
Rep Codes and Teams
Map reps to supervising reps, offices, branches, and OSJ structures. Understand how influence flows across the organization.
Verified Contacts
Access validated email addresses and phone numbers for supervisors, producing reps, and decision makers.
Licensing and Registrations
CRD numbers, state approvals, product licenses, and supervisory roles.
Custodians and Clearing Firms
View affiliations with Pershing, Fidelity, Schwab, LPL, and other clearing relationships.
Firm Size and Branch Count
See how large each B-D is, from small OSJs to national broker-dealers with hundreds of branches.
CRM Integration
Push records directly into Salesforce, HubSpot, Microsoft Dynamics, or Snowflake.
Keep CRM data clean, current, and ready for outreach.
Hobbies & Personal Interests
Understand advisors beyond their book of business. Surface personal interests, hobbies, and affiliations to create more relevant, human outreach.
Growth & Transition Tracking
Track advisor growth, role changes, and firm transitions over time. Identify momentum, career inflection points, and opportunities as they happen.
Seamless CRM Delivery
Your B-D data should flow directly into your systems, not sit in spreadsheets.
AdvizorPro connects directly with your CRM and analytics tools so rep and firm data stays enriched automatically. Every contact, team structure, and custodial relationship updates continuously, feeding your sales and recruiting workflows without manual work.
Data Points That Power Smarter Broker-Dealer Prospecting
AdvizorPro’s AI continuously scans regulatory filings, B-D websites, registration changes, and market signals to identify the attributes that matter most.
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Deeper Insights. Smarter Targeting.
Broker-dealers operate across complex networks of reps, supervisors, OSJs, and clearing partners. AdvizorPro brings this structure into a single connected view.
Our intelligence engine blends regulatory filings, real-time registration updates, team structures, custodial data, and behavioral signals to uncover insights traditional B-D lists miss. You get clear visibility into who produces, who supervises, and who makes decisions.
Your lists become sharper, your outreach becomes faster, and your CRM becomes more reliable.
Why Legacy Broker-Dealer Lists Fall Short
- Incomplete branch and OSJ mapping
- Outdated rep contact data
- No visibility into custodial relationships
- Fragmented firm and rep records
- No CRM integration
- Stale registration and licensing updates
The AdvizorPro
Difference:
- Verified, Multi-Source Discovery
Our AI scans filings, B-D records, rep registrations, and branch updates to verify every profile. - Full Firm and Rep Mapping
Understand how reps roll up across OSJs, teams, and branches with complete visibility. - Continuous Refresh
AdvizorPro continuously updates licensing changes, rep movements, custodian shifts, and team transitions.
You get a living intelligence system that helps you move from research to outreach in less time.
From Static Lists to Living Intelligence
Before AdvizorPro
- Relying on outdated B-D spreadsheets
- No clarity on rep roles or supervisory hierarchies
- Limited insight into custodial or clearing relationships
- Hours spent cleaning rep contact data
- No CRM-ready profiles
With AdvizorPro
- Every rep and firm verified continuously
- Clear visibility into branches, OSJs, and rep teams
- Custodian and clearing data included
- CRM-ready data that syncs automatically
- Outreach focused on active, qualified reps
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"AdvizorPro has been great. From their service and responsiveness, to the usability of the portal and the quality and organization of the data, we have been very happy since partnering with them."
Start a free trial and prospect smarter
Frequently Asked Questions About Our RIA Database
You gain access to more than 5,000 verified broker dealer firms along with complete rep records, team structures, branch and OSJ data, and custodial and clearing relationships. Profiles include CRD numbers, licensing details, state registrations, and fully validated email and phone contacts. Every firm and rep record is mapped and refreshed continuously, giving you a complete, unified view that supports faster, clearer prospecting.
AdvizorPro updates broker dealer and rep records continuously using a blend of AI-driven discovery and targeted human validation. Our system monitors regulatory filings, BD updates, rep transitions, custodial shifts, and branch changes as they occur, which means you are working with current data rather than static quarterly refreshes. This rolling update model helps sales, distribution, and recruiting teams stay ahead of market movement.
Yes. AdvizorPro maps full rep relationships across teams, OSJs, branches, and supervisory structures. You can see how each rep fits into the broader organization, who they report to, which offices they are affiliated with, and how responsibilities flow through the firm. This level of clarity helps you understand decision-making dynamics and target the right contacts for distribution, recruitment, or partnership outreach.
Yes. AdvizorPro integrates directly with Salesforce, HubSpot, Microsoft Dynamics, Snowflake, and custom API environments. Profiles flow into your CRM automatically with clean field mapping, no manual imports, and no risk of duplicate creation. Our integration specialists guide setup and automation configuration so broker dealer and rep data becomes an active part of your sales, marketing, and recruiting workflows from day one.
Absolutely. You can filter by custodial partners, clearing firms, and related operational signals to refine lists based on how each BD operates. Whether you are looking for firms aligned with Pershing, Fidelity, Schwab, LPL, or other clearing relationships, the filters make it easy to focus on targets that fit your strategy. This allows you to match your outreach to firms already aligned with your product, service, or distribution model.
Every rep email address and phone number is validated through a combination of automated verification, pattern detection, and targeted human review. Our system checks for deliverability, role alignment, and organizational changes, removing stale or disconnected details before they reach your CRM. This process keeps outreach efficient and helps your sales or recruiting team avoid wasted cycles on inaccurate or outdated contacts.
Yes. Each profile includes rep roles, supervisory status, branch responsibilities, and production indicators where available. You can distinguish between producing reps, supervising reps, OSJ leaders, and other key roles across the BD. This helps you engage the right decision makers, understand who influences product placement, and identify high value candidates if you are focused on recruitment or partnership development.
You can begin with a free trial, giving you full access to the Broker Dealer Database so you can explore filters, review rep and firm profiles, and test CRM integration. The setup process is guided by our team, and you can move from onboarding to active prospecting quickly. Once inside the platform, you will see how clean data, clear structures, and automated updates support faster, smarter outreach.