The right RIA database can be the difference between spray-and-pray outreach and laser-focused prospecting. In 2025, asset managers, ETF issuers, recruiters, and wealthtech firms are turning to smarter, more dynamic data platforms to reach the right advisors at the right time.

Whether you’re scaling a distribution team, launching a new product, recruiting advisors, or powering a marketing campaign, here’s a breakdown of the top RIA data platforms in the market—and why more firms are switching to AdvizorPro.

What Makes a Great RIA Database?

When evaluating platforms, consider:

• Data Accuracy & Coverage – Are records updated regularly and verified across multiple sources?
  
  
• Search Experience – Can you search flexibly by filters, text input, geolocation, or intent?
  
  
• CRM & Workflow Integration – Can the platform push/pull data with your CRM and marketing stack?
  
  
• Lead Intelligence – Does it offer firmographics, behavior signals, or growth indicators?

‍

‍

Discovery Data

Broad Industry Coverage, Legacy Approach

Discovery Data has long served enterprise firms seeking advisor and rep coverage across the industry. The platform includes CRM integrations and tools for enrichment and email compliance.

• Coverage: RIAs, broker-dealer reps, banks, insurance producers
  
  
• Strengths: Scale, broad personal contact data, brand legacy
  
  
• Limitations: Less intuitive interface and fewer modern filters tailored for sales or territory planning, challenging CRM integrations
  
  

Best For: Enterprise firms that prioritize breadth of data and have internal resources for enrichment and workflow customization

‍

RIA Database

Simple RIA Lists for Email Campaigns

RIA Database offers basic RIA contact information and email marketing support . It’s commonly used by firms running lightweight outreach.

• Coverage: RIAs, broker-dealers, banks, family offices
  
  
• Strengths: Simplicity, pricing
  
  
• Limitations: Static data, limited filtering, limited CRM integration capabliites compared to other platforms
  
  

Best For: Email marketers, consultants, and small sales teams

‍

AdvizorPro

Best for Distribution, Marketing, and Advisor Recruitment

AdvizorPro is a modern data platform built specifically for sales, marketing, and recruiting teams in the asset management, wealthtech, recruiting, & M&A space.

• Coverage: RIAs, broker-dealers, wealth teams, insurance producers, family offices, and banks/trust companies.
  
  
• Differentiators:
  
  • AI-powered natural language search and lead scoring
    
    
  • Built on a proprietary AI engine - not dependent on large offshore research teams - enabling deeper insights, faster updates, and better scalability
    
    
  • Real-time website visitor tracking with TrafficIQ
    
    
  • Pre-tagged data on custodians, TAMP, tech stack, investment themes, and risk flags
    
    
  • CRM integrations built for asset managers and wealthtechs (Salesforce, HubSpot, Dynamics, and more)
    
    
  • Dedicated onboarding & client support team
    
    
• Top Use Cases: market & territory planning; account targeting & prioritization; pipeline generation; advisor/team recruiting; TAMP/OCIO & platform penetration; ABM & field marketing (events); CRM enrichment & cleanup; competitive & share-of-wallet intelligence.
  

• Best For: Asset managers, ETF issuers, subadvisors, recruiters, and wealthtech platforms
  
  

Try typing “$500M+ RIAs in Texas using Schwab and Orion focused on retirement plans” and get a contact-ready list in seconds.

‍

‍

Dakota Marketplace

Platform for Institutional Capital Raising

Dakota has a large focus on fund sales and capital raising, offering profiles on advisors and allocators across all institutional channels. It includes videos and insights from Dakota Live! interviews.

• Coverage: large RIAs, broker-dealers
  
  
• Strengths: Media-rich content, allocator insights, institutional focus
  
  
• Limitations: Smaller independent RIA coverage, fewer sales-specific filters
  
  

Best For: Institutional marketers, fundraisers, investor relations teams

Fintrx

Alternative Asset Manager–Focused Database

FINTRX began as a family office platform and now includes RIA & broker-dealer profiles. Its core strength is serving alternative asset managers with a family office focus.

• Coverage: RIAs, family offices, broker-dealers
  
  
• Strengths: modern app, chat bot, family office insights
  
  
• Limitations:  limited detail around RIA investment interests and tech stacks; limited capabilities for CRM integrations
  
  

Best For: Alternative asset managers, capital introduction

Powering Smarter Prospecting with Data That Delivers

As the financial industry continues to evolve, sales and marketing teams can no longer rely on static lists or outdated databases. They need accurate, real time insights to find the right advisors and reach them at the right moment.

AdvizorPro brings together clean data, AI powered search, and advanced CRM integrations to help asset managers, recruiters, and wealthtech platforms work more efficiently. From discovering growth opportunities to enhancing outreach precision, our platform equips you with everything needed to compete and win in today’s market.

Learn how AdvizorPro transforms prospecting in the Top Independent RIAs 2025, explore how TrafficIQ helps identify website visitors in real time, and see the broader industry picture in the RIA Custodian Trends Report 2025.

Start your free trial today to experience how AdvizorPro helps your team build stronger pipelines, uncover new opportunities, and grow faster with data you can trust.

‍

‍

‍

‍