List of Breakaway Advisors
Find Breakaway Advisors That Match Your Exact Target Criteria
Looking to connect with breakaway advisors? With the AdvizorPro database, you can find and build a list of breakaway advisors that fit your target profile with ease. Our software sources data from the SEC, FINRA, millions of wealth advisor webpages, and other proprietary sources and puts it all in one convenient place for you.
Finding Reliable Data on Breakaway Advisors Doesn't Have to be an Endless Search
Financial advisors are regularly breaking away and going independent. When an advisor breaks away and becomes an independent RIA, it is a major event in their career and involves a lot of new processes, software and relationships to ensure growth and sustained success.
If you’re looking to get in touch with breakaways soon after their transition to independence, or want to reach out to any potential breakaway advisors, there are few places you can get this existing RIA data. AdvizorPro has the most reliable data on breakaways including their contact data to help you act on opportunities.
Quick breakaway lists
With over 700k registered advisors, getting to a list of accurate breakaways can be a challenge. AdvizorPro makes it easy to filter through every registered advisor to pinpoint the breakaways.
Fresh Contact Data
As soon as an advisor breaks away their contact data changes. Getting in touch with a transitioning advisor requires the fresh and accurate contact data AdvizorPro provides.
Benefits
Get in Front of Breakaway Advisors Across the Country
In-depth profiles for
breakaway advisors nationally
& Much More…
Identifying and getting accurate contact data on breakaway advisors is one of the most requested segments of advisors from our clients and prospects. We've been able to help many of our clients successfully target this subset of advisors to strike up relationships and help the breakaways grow their businesses.
Michael Magnan
Founder & CEO, AdvizorPro
F.A.Q
A breakaway advisor is a financial advisor who leaves a larger firm to establish an independent practice, offering a more personalized client experience. At AdvizorPro, we track data on every financial advisor. This includes breakaway advisors, independent RIAs, wirehouse advisors, and independent broker-dealers.
AdvizorPro offers a user-friendly database of financial advisors and insurance producers in the United States. Our platform allows our users to filter through millions of contacts using dozens of filters to target the truly applicable audience you wan to reach. It’s easy to download lead lists or integrate data with your CRM system.
Yes, users can download broker-dealer and RIA lead lists to excel with ease. Even save searches by name to refresh lists in the future and receive alerts on new leads that meet your criteria. AdvizorPro also integrates seamlessly into SalesForce and HubSpot, so your team can instantly pull-in highly qualified wealth advisor leads to your pipeline. If you’re looking for a way to integrate the data from AdvizorPro into a different CRM or marketing system, reach out to our team so we can find a solution together.
While no contact database can provide 100% accurate data, we do pride ourselves on being one of the best in the business. Our key is our strong technology foundation which allows us to integrate and link with countless sources to collect and validate the freshest data available. Our algorithms and data analyst team work 24-7 on this goal.
Our database encompasses a variety of detailed information to best help you facilitate targeted advertising and insightful engagement. It includes validated email addresses and mobile & office phone numbers, LinkedIn profiles, titles & designations, ETF & stock holdings, TAMP platform affiliations, and more. Plus, the database even includes other useful info like interests and hobbies, giving you the best opportunity to make personalized interactions and build a list of breakaway advisors that fits your exact criteria.