Find the Right Advisors Faster With Investor Advisor Search
Search 700,000 verified advisors with licensing, firm affiliations, custodial relationships, team structures, and contact data. Designed for asset managers, wealthtech firms, and distribution teams that need clarity and accuracy.
AI Powered Advisor Search for Smarter
Targeting and Engagement
If you are looking for an investor advisor search tool that goes beyond basic directories or static lists, you are in the right place.
AdvizorPro’s AI-driven search engine helps you find, qualify, and engage the right advisors quickly, with intelligence you can activate inside your CRM.
Our platform connects data from SEC filings, BD records, RIA structures, custodian relationships, team hierarchies, and verified contact information. You get a complete view of each advisor and their firm in one place, without sorting through stale or incomplete profiles.
What Makes Our Advisor Search Different
Natural Language Search
Search like you think. Type queries such as “500M plus RIAs using Schwab in Texas” or “advisors allocating to alternatives” and see results instantly. No complex filters needed.
Advisor and Firm Context in One View
See firm affiliations, AUM bands, rep roles, custodians, tech stack details, and team connections together, giving you the full picture before you start outreach.
Verified Contact Data
Every advisor profile includes validated email and phone details that update continuously. You spend less time cleaning lists and more time engaging real prospects.
Built on Verified, Compliant Advisor Intelligence
Every advisor record is verified through a combination of AI-driven discovery and human review aligned with SEC and FINRA data standards.
Our team monitors source quality and accuracy continually, ensuring every lead you export into your CRM is compliant and ready for outreach.
Designed for Every Team That Needs Advisor Clarity
Whether you focus on distribution, sales operations, recruiting, or ecosystem partnerships, AdvizorPro helps you identify the right advisors quickly and confidently.
Asset Managers
Find advisors aligned with your strategies. Filter by AUM, custodians, asset preferences, firm type, geography, or team structure to refine your outreach.
Start Free TrialWholesalers and Sales Teams
Build precise advisor lists in minutes. Target producing reps, fast-growing RIAs, or advisors with platform alignment, then sync the data directly into your CRM.
Start Free TrialWealthtech Platforms
Identify advisors who match your product fit based on custodian usage, tech stack details, or investment behavior.
Start Free TrialRecruiters and Placement Teams
Surface advisor movements, firm transitions, and growth signals to identify high-value recruiting opportunities faster.
Start Free TrialKey Features of Investor Advisor Search
Every feature is designed to reduce manual research, eliminate guesswork, and help you activate advisor intelligence instantly.
Advisor Licensing and Registrations
View CRD numbers, state registrations, product approvals, and regulatory disclosures
Firm and Team Mapping
See how advisors roll up through their RIA, broker dealer, or hybrid structure, including team hierarchy and roles.
Custodian Relationships
Identify Schwab, Fidelity, Pershing, and other custodial ties to refine sales and partnership outreach.
Investment and Platform Signals
Surface behavioral and structural patterns such as AUM growth, team expansion, or investment themes.
Direct, Verified Contacts
Access validated phone numbers and email addresses for faster and cleaner outreach.
Tech Stack Data
See CRM, planning tools, and portfolio management platforms used by each advisor or firm.
CRM Integration
Push advisor profiles directly into Salesforce, HubSpot, Dynamics, or Snowflake with no manual files required.
Seamless CRM Delivery
Your advisor search results should move directly into your workflow. AdvizorPro integrates with your CRM so every advisor profile, contact detail, custodian relationship, and team structure updates automatically. You avoid spreadsheets and get CRM-ready data aligned to your entire sales and marketing process.
Advisor Intelligence Attributes Include
Every attribute connects to a verified advisor record for a complete, actionable view.
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Deeper Insights. Smarter Targeting.
Advisors operate across diverse firm structures, custodial networks, and team models. AdvizorPro brings all of this complexity into one unified view so you can move from research to outreach with speed.
Our intelligence engine blends regulatory filings, team data, custodial records, website signals, and behavioral indicators to reveal advisor trends earlier than traditional databases. You see who is expanding, allocating, or shifting platforms before your competitors do.
For teams that also need firm-level strategy and AUM insights, the AdvizorPro RIA Database provides a comprehensive view of RIA firms across the United States. It expands your targeting options with deeper structural and custodial information.
Why Legacy Advisor
Lists Fall Short
- Outdated contact information
- Incomplete team and firm mapping
- No visibility into custodial or platform alignment
- Limited behavioral or growth indicators
- No CRM integration
The AdvizorPro
Difference:
- Verified, Multi-Source Advisor Discovery
Our AI scans filings, online signals, team updates, and custodial data to verify every profile. - Clear Advisor and Firm Context
See licensing, team structure, firm size, custodian alignment, and role information in one place. - Continuous Refresh
Profiles update continuously so your data stays aligned with advisor movement and market changes.
You get living intelligence that removes friction and helps you find the right advisors faster.
From Manual Research to Living Intelligence
Before AdvizorPro
- Outdated advisor lists
- No clarity on firm structure or team roles
- Contact cleanup required before CRM import
- Limited insight into custodial or tech stack fit
- Hours spent qualifying instead of engaging
With AdvizorPro
- Every advisor verified and refreshed continuously
- Clear firm and team mapping
- CRM-ready profiles
- Real behavioral and growth indicators
- Outreach focused on the right advisors at the right time
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Start a free trial and prospect smarter
Frequently Asked Questions About Investor Advisor Search
You get access to more than 700,000 verified advisor profiles with firm affiliations, CRD details, licensing data, custodial relationships, tech stack signals, team roles, and validated contact information. Every profile connects advisors to their RIA, BD, or hybrid structure, giving you a complete understanding of who they are, how they operate, and whether they are a fit for your outreach.
Advisor data is verified continuously through automation and human review. Our AI engine monitors regulatory filings, rep transitions, custodial updates, and team changes in real time. Each contact is validated for deliverability, ensuring that the information flowing into your CRM is clean, current, and ready for outreach without manual cleanup.
Yes. AdvizorPro includes natural language search so you can type queries exactly as you think of them. Whether you search for “advisors allocating to alternatives,” “fast growing RIAs,” or “Schwab custodial advisors in California,” the system returns results instantly. This helps you move faster and build actionable lists without wrestling with complex filters.
Yes. AdvizorPro integrates directly with Salesforce, HubSpot, Microsoft Dynamics, Snowflake, and custom environments. Advisor profiles sync automatically with complete field mapping, so your CRM becomes a living source of truth. Integration specialists guide setup and help configure automations that support your distribution, recruiting, or marketing workflows.
Absolutely. You can filter by custodial alignment, tech stack usage, and related firm platform data to target advisors that best align with your model. Whether you are focused on advisors using Schwab, Fidelity, Pershing, or specific planning or portfolio tools, the filters help you refine prospect lists based on actual operational fit.
Yes. Advisor roles, team membership, supervisory structure, and affiliated branches or offices are fully mapped. You can see which advisors are decision makers, which reps are producers, and how they connect across their firm. This gives you a clearer picture of influence, authority, and opportunity within each team.
Yes. AdvizorPro highlights behavioral signals such as AUM changes, team expansion, platform shifts, and strategic trends. These indicators help you identify which advisors are growing, reallocating, or evaluating new solutions, giving your team a stronger starting point for outreach.
You can begin with a free trial. This gives you full access to the Search engine so you can test filters, review advisor and firm profiles, explore CRM integration, and see how clean, verified data improves your targeting. Setup is fast, and our team guides you through each step of onboarding.