Financial Advisor Data
CRD-verified contact data for every type of registered financial advisor in America. Select a category to see available data fields, subtypes, and sample records.
Registered Investment Advisors
SEC and state-registered investment advisory firms operating under a fiduciary standard. Fee-based compensation, discret...
5 subtypesBroker-Dealer Reps
FINRA-registered representatives operating under broker-dealer firms. Commission-based or fee-and-commission, Series 7 l...
4 subtypesCertified Financial Planners
Financial planners holding the CFP credential from the Certified Financial Planner Board of Standards. Comprehensive pla...
4 subtypesWealth Managers
Advisors serving high-net-worth and ultra-high-net-worth clients with comprehensive wealth management. Typically $1M+ AU...
4 subtypesInsurance-Licensed Advisors
Financial advisors holding state insurance licenses for life, annuity, variable, and long-term care products. Often dual...
4 subtypesRetirement Plan Advisors
Advisors and consultants specializing in employer-sponsored retirement plans. 401(k), pension, ERISA compliance, plan de...
4 subtypesEstate Planning Advisors
Financial advisors specializing in trust, estate, and generational wealth transfer planning. Often credentialed as AEP o...
Dedicated coverageHybrid/Dual-Registered
Advisors registered as both investment adviser representatives and broker-dealer reps. Flexibility to charge fees or com...
Dedicated coverageFrequently Asked Questions
What types of financial advisors do you cover?
We cover every registered financial professional in America: RIAs, broker-dealer representatives, CFPs, wealth managers, insurance-licensed advisors, retirement plan specialists, estate planners, and hybrid/dual-registered advisors.
How is your data different from ZoomInfo or Apollo?
We build lists from FINRA BrokerCheck, SEC IAPD, and state regulatory databases. Every advisor is verified against their CRD record. Generic B2B tools tag everyone as 'financial services' with no registration verification.
Can I combine multiple advisor types in one list?
Yes. Tell us your criteria and we build a single list that spans multiple categories. For example, all CFP-credentialed advisors at independent RIAs with $50M-$500M AUM in the western United States.
Get the Advisor Data You Need
Tell us your criteria. We build the list.
FINRA verified · 3-5 day delivery · No annual contracts