The Most Complete Broker-Dealer Intelligence for Financial Services Teams
Access verified broker-dealer firms, producing reps, branch data, custodians, and CRM-ready contact intelligence, all updated continuously by AdvizorPro.
How can we help you today?
Key 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
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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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- Outdated rep contact data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.
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