Wealth Team Intelligence That Expands Distribution
AdvizorPro’s Wealth Team dataset gives sales and marketing teams full visibility into the hierarchy, size, and decision-makers of advisory teams across RIAs, broker-dealers, wirehouses, and aggregators - helping your team target enterprise opportunities and grow share across the wealth channel.
25,000+ Wealth Teams Mapped. One Platform to Accelerate Growth.
Mapped Leadership Structures
See who leads teams across wirehouses, RIAs, and aggregators - so your sales team knows exactly who to target and where real buying power sits.
Team Level Targeting
Pinpoint wealth teams actively managing high-net-worth clients. Prioritize outreach where growth, influence, and conversion potential are highest.
Actionable Team Intelligence
Access AUM, platform affiliations, and leadership data to size territories, allocate coverage, and uncover hidden expansion opportunities across the wealth channel.
Team Size
Use team asset levels to segment opportunities and focus on the accounts that can truly move the needle.
Team Hierarchy
See reporting lines and leadership roles to understand influence and decision dynamics across complex enterprises.
Team AUM
Surface AUM to focus resources on the highest-value teams within your market.
Asset Class Interest
Identify teams focused on equities, fixed income, alternatives, and more - and align distribution accordingly.
Key Decision Makers
Direct contact intelligence for team leads, partners, and senior decision-makers who shape allocation decisions.
Allocation Themes
Identify which advisor teams are focused on tax-efficient, multi-asset, or tech-driven strategies - so your sales team can align products with real advisor interests.
"The Teams dataset is my favorite by far. The DBA and parent company info that AdvizorPro can provide has been pivotal for us."
