Multi-Family Office Data
Firms providing family office services to multiple wealthy families under one practice.
Multi-Family Office Contact Data
Fiducia provides CRD-verified contact data for multi-family office professionals across the United States. Every record is sourced from FINRA BrokerCheck, SEC IAPD, and state regulatory databases, then enriched with verified emails and direct phone numbers.
Firms providing family office services to multiple wealthy families under one practice. These advisors represent a specific segment within the broader wealth managers category, and our data reflects the nuances that matter for targeted outreach.
Available Data Fields
- Identity: Full name, CRD number, firm name, firm CRD number
- Registration: License type, active/inactive status, regulatory jurisdiction
- Credentials: Professional designations (CFP, CFA, ChFC, and others)
- Financial: AUM range from SEC ADV filings where available
- Contact: Verified email address, direct phone number, mailing address
- Compliance: Disclosure history and regulatory actions from BrokerCheck
Who Uses This Data
Sales teams at fintech companies, compliance technology vendors, custodians, asset managers, and insurance distributors use multi-family office data to build targeted prospect lists. Recruiting firms use it to source candidates in this specialty.
The key advantage over generic B2B databases: we can isolate multi-family office professionals specifically, verified against their actual regulatory filings. No guessing from job titles or LinkedIn profiles.
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 do you identify multi-family office advisors specifically?
We use a combination of CRD registration data, firm type classification, and regulatory filings to identify advisors operating as multi-family office professionals. This goes beyond job titles to actual registration and practice characteristics.
Can I combine multi-family office data with other filters?
Yes. Layer on geography, AUM range, credentials, firm size, or any other available field. We build custom lists to your exact specifications.
What format do I get the data in?
Standard delivery is a clean CSV file formatted for CRM import. We can also deliver in custom formats or push directly to your CRM via API on request.
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