Estate Planning Advisor Data
Financial advisors specializing in trust, estate, and generational wealth transfer planning. Often credentialed as AEP or working alongside estate attorneys.
Data Fields Available
Every estate planning advisors record includes verified contact information and regulatory data sourced from FINRA, SEC, and state regulatory databases.
- Identity: Full name, CRD number, firm name, firm CRD
- Registration: License type, registration status, regulatory body (SEC vs state)
- Credentials: CFP, CFA, ChFC, CIMA, AEP, and other professional designations
- Financials: AUM range (from SEC ADV filings), fee structure
- Contact: Verified email, direct phone, mailing address
- Compliance: Disclosure history, complaint records, regulatory actions
How We Source Estate Planning Advisors Data
Financial advisors specializing in trust, estate, and generational wealth transfer planning. Often credentialed as AEP or working alongside estate attorneys.
We pull registration records from FINRA BrokerCheck and SEC IAPD, then enrich each record with verified contact information from multiple commercial and public sources. Every email is deliverability-tested. Every phone number is checked for connectivity. Inactive registrations are flagged or excluded.
Common Use Cases
Teams selling compliance technology, fintech platforms, insurance products, and advisory services use Fiducia estate planning advisors data for targeted outreach. Custodians use it for RIA recruitment. Recruiting firms use it to source candidates. Asset managers use it to identify distribution partners.
How it works
Share your ICP
Who you sell to, what matters, and where they are.
Multi-source build
FINRA BrokerCheck, SEC IAPD, state regulators, and proprietary sources.
Quality check
Bounced emails removed, disconnected phones flagged, inactive licenses excluded.
List in hand
Direct to your inbox. Formatted for CRM import.
Frequently Asked Questions
How many estate planning advisors are in your database?
We cover every registered estate planning advisor in America based on current FINRA and SEC filings. The exact count depends on your filters (geography, AUM, firm type). Contact us with your criteria for a count estimate.
Can I filter estate planning advisors by geography?
Yes. Filter by state, metro area, zip code, or custom geography. We can also segment by firm office location vs advisor home office registration.
How current is the estate planning advisors data?
Lists are built to order from current regulatory filings. FINRA and SEC databases update daily. Your list reflects active registration status as of the build date.
Every advisor in your list, verified against FINRA records.
No platform to learn. No annual contract to sign.
FINRA verified · 3-5 day delivery · No annual contracts