Power Prospecting Across RIAs and Broker-Dealers
Unlock access to over 450,000 registered reps and firms - enriched with tech stack, custodian, ETF holdings, indexed websites, proprietary intelligence, and verified contacts you won’t find anywhere else.
AdvizorPro’s RIA and Broker-Dealer dataset goes beyond public records — delivering a deeper, smarter layer of intelligence. From custodian mapping and tech stack insights to advisor interests, verified contacts, firm relationships, and ETF holdings, our platform turns fragmented data into real prospecting power.
Proprietary Depth
Beyond CRD basics - tech stack, custodian, ETF holdings, indexed ADV keywords, private wealth teams, and verified contact data.
.png)
Built for Prospecting
Filters designed for sales, marketing, and recruiting teams - launch smarter campaigns, target decision-makers faster, optimize territory planning.
Flexible to Your Strategy
Serve niche verticals, custom campaigns, or national rollouts with AdvizorPro’s deep fields and CRM integration-ready workflows.
Indexed ADV + Websites
Search thousands of firms by ADV-disclosed strategies, platform affiliation, and customized keyword intelligence.
Custodian Relationships
Map custody relationships across Schwab, Fidelity, Pershing, and more — at both firm and rep level.
ETF Holdings
Identify RIAs holding competitor ETFs or reveal category gaps for product growth opportunities.
Tech-Stack Intelligence
Target firms based on adoption of Orion, Envestnet, eMoney, Salesforce, and dozens of other key platforms.
Private Wealth Teams
25,000+ teams mapped across RIAs, wirehouses, banks.
Rep Movement Tracking
Track breakaways, custodian shifts, firm exits, and platform migrations before competitors do.
High-Quality Contact Data
Verified email addresses, direct dials, LinkedIn profiles, and CRM-mapped contacts — updated continuously.
CRM & Export Flexibility
One-click export to Salesforce, HubSpot, Dynamics, or clean CSV for immediate sales and marketing workflows.
Deeper Insights. Smarter Targeting.
AdvizorPro brings public filings, proprietary research, and CRM-ready signals into one unified, prospecting-optimized view.
"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