Connect with RIAs Ready To Allocate Capital
Raise more assets for your ETFs by connecting with specific financial advisors interested in your funds. Conduct targeted searches, attract active advisors and power your distribution.
You're In Great Company
Discover ETF Holdings
- Access hyper-focused 13F data, containing detailed information on RIAs' specific ETFs, mutual fund investments, and Morningstar categories. Utilize our platform to:
- Search for RIAs that hold specific ETFs
- Track portfolio history, see holdings quarter over quarter
- See which RIAs hold competitor ETFs
- Refine your search by identifying the Morningstar categories in which your contacts hold ETFs
View Competitor ETFs
- Search for RIAs that hold assets in specific morningstar categories
- Identify the percentage of ETFs in their overall portfolio
- Discover the exact number of shares of a particular stock they hold
- Understand their portfolio composition and preferences
- Tailor your outreach and product offerings to their needs
Target The Right TAMPS
- Identify which Turnkey Asset Management Platforms (TAMPs) RIAs use, enabling targeted outreach and maximizing sales efficiency. Focus on compatible partners and filter TAMPs including:
- Envestnet
- SMArtX
- Orion
- Black Diamond
- And many more...
- Validated Direct Dials
- Verified Emails
- Low Bounce Rates
- LinkedIn Profiles
Fuel Your Growth
Utilize the AdvizorPro database to enable your team to establish connections with RIAs and family offices nationwide.
Focused on client success, AdvizorPro works alongside your team, supporting the utilization of our technology for engaging with financial advisors.
Grow your pipeline, connect with more RIAs
"It is not often that I am wowed by a vendor, but the team over at AdvizorPro goes above and beyond. The service level is unmatched and their product has been an integral part of our sales process from day 1 of our relationship. If you're looking for a partner to help grow your asset management business, I cannot recommend them enough!"
Eric McArdle
Simplify