Ultra-High-Net-Worth Data
Advisors managing $30M+ client relationships with complex estate, tax, and investment needs.
Ultra-High-Net-Worth Contact Data
Fiducia provides CRD-verified contact data for ultra-high-net-worth 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.
Advisors managing $30M+ client relationships with complex estate, tax, and investment needs. 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 ultra-high-net-worth 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 ultra-high-net-worth professionals specifically, verified against their actual regulatory filings. No guessing from job titles or LinkedIn profiles.
How it works
Define your target
Which advisors? What AUM? What geography? What credentials?
We source and match
CRD records, SEC filings, state registrations, and commercial databases.
Verification pass
Every email tested, every phone checked, every license confirmed active.
Ready to use
Delivered in your preferred format. No cleanup required.
Frequently Asked Questions
How do you identify ultra-high-net-worth advisors specifically?
We use a combination of CRD registration data, firm type classification, and regulatory filings to identify advisors operating as ultra-high-net-worth professionals. This goes beyond job titles to actual registration and practice characteristics.
Can I combine ultra-high-net-worth 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.
Your sales team deserves contacts that actually pick up.
Send us your ICP. Get verified advisor contacts back.
FINRA verified · 3-5 day delivery · No annual contracts