AdvizorPro Private Placement Data: Find the Broker-Dealers and Reps Placing Offerings Like Yours

AdvizorPro's new private placement data was featured across the financial and business press on September 30, 2026, including Morningstar, Benzinga, TMC Net, Financial Content and Sustainability HQ. The announcement was distributed through Business Wire. AdvizorPro was also included in InvestmentNews' list of the best new technology and software for investment management professionals.

Financial Content carried the release, which says AdvizorPro announced new private placement data for sponsors and issuers raising capital through private offerings. Covered categories include REITs, DSTs and 1031 exchanges, opportunity zones, private equity, private credit, and oil and gas. The data is built from Form D and Form D/A filings, registrations, firm disclosures and public records, which AI and a dedicated data team structure and map to AdvizorPro's existing advisor and firm profiles. Learn more on AdvizorPro's private placement intelligence page.

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What Sponsors Can See

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Placements and Co-Placement

According to the release, sponsors can see which broker-dealers and representatives are placing offerings in each category, along with a live feed of filing amendments showing which firms recently reported new sales. Each offering links to the specific reps who placed it, and a co-placement network shows which broker-dealers regularly distribute the same deals together. For related research, see AdvizorPro's list of the largest independent broker-dealers.

Profiles and Data Quality

The release says each firm's full offering track record is available in one view, and placement history appears alongside each professional's contact information, assets under management, client profile and career history. It also says the data handles rep moves, misspelled names and renamed firms so that placement history attaches to the correct profile.

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What AdvizorPro Said

In the release, AdvizorPro CEO Michael Magnan said, "Our data is increasingly becoming the industry's source of truth, and private placement sponsors are a natural fit." Morningstar's copy also quotes Magnan: "We have steadily been expanding our data to serve more of the firms that sell into the wealth management channel."

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Recognition and Coverage

InvestmentNews included AdvizorPro on its list of the best new technology and software for investment management professionals, published as part of its third annual 5-Star Technology awards. The program judged entries on the quality and depth of submitted information, innovation and value to the industry. A third-party article on WKOW MarketMinute described AdvizorPro as focused on information about financial advisors and advisory firms, and said its resources can help users research advisory firms, assets under management, client counts and the broader RIA market. For firm rankings, see AdvizorPro's Top 100 Independent RIAs.

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About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers - combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT - AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.