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.
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."
