Wealth Team Data & Intelligence

AdvizorPro’s Wealth Team dataset maps elite advisory teams across wirehouses, aggregators, independent broker-dealers and leading RIAs - giving you the insights needed to penetrate enterprise accounts with precision.

Trusted Wealth Teams Intelligence Across Leading Firms
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25,000+ private wealth teams mapped. One trusted platform to unlock high-net-worth opportunities.
25,000+ wealth teams mapped. One trusted platform to unlock high-net-worth opportunities.

Mapped Leadership Structures

Understand who runs teams at Merrill Lynch, Wells Fargo, LPL, Hightower, and more.

Team Level Targeting

Go beyond firms — target actual private wealth teams managing high-net-worth client relationships.

Actionable Team Intelligence

Access team size, AUM segments, platform affiliations, and movement insights for smarter territory planning.

Team Size

Wealth team asset levels for strategic targeting.

Team Hierarchy

Updated intelligence on headcount across mapped teams.

Team AUM

Leadership structures and team reporting lines.

Asset Class Interest

Identify focus on equities, fixed income, alternatives, and more.

Key Decision Makers

Direct access to team leads, partners, and influential members.

Allocation Themes

ESG, tech-driven, multi-asset, and other niche investment themes.

"The Teams dataset is my favorite by far. The DBA and parent company info that AdvizorPro can provide is really cool and has been pivotal for us."

Ethan Toth
Director of Sales & Marketing, YCharts

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