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Financial Advisor Contact Data

CRD-verified emails, direct phones, and mailing addresses for every registered financial advisor in America. FINRA and SEC sourced.

What You Get

CRD-verified emails, direct phones, and mailing addresses for every registered financial advisor in America. FINRA and SEC sourced. Every record is sourced from FINRA BrokerCheck, SEC IAPD, and state regulatory databases, then enriched with verified contact information.

Data Fields

  • Identity: Full name, CRD number, firm name, firm CRD
  • Registration: License type, status, regulatory body
  • Financial: AUM range from SEC ADV filings
  • Contact: Verified email, direct phone, mailing address
  • Credentials: Professional designations (CFP, CFA, ChFC, etc.)
  • Compliance: Disclosure history from BrokerCheck

Quality Standards

Every email is deliverability-tested before inclusion. Phone numbers are verified for connectivity. Inactive registrations are flagged or excluded. The result: 95%+ deliverability on advisor contacts.

We don't resell bulk data downloads. Every list is built to order from current regulatory filings. FINRA and SEC databases update daily, and your list reflects the most recent registration data available.

Pricing

Per-contact pricing based on volume and enrichment level. No annual contracts, no seat licenses, no minimum commitments. See current pricing or contact us for a custom quote.

How it works

1

Tell us your criteria

Advisor type, AUM range, geography, credentials, firm structure.

2

We build your list

Cross-referencing FINRA, SEC, and 50+ sources for every match.

3

Every record verified

Email deliverability, phone connectivity, active license status.

4

Data delivered

Clean CSV or custom format. 3-5 business days.

Frequently Asked Questions

How long does it take to get advisor contact data from Fiducia?

Standard delivery is 3-5 business days from criteria confirmation. Rush delivery available for time-sensitive campaigns.

Can I get a sample before ordering?

Yes. We provide 20 free records matching your criteria so you can evaluate quality before committing to a full order.

What format is the data delivered in?

Standard delivery is a clean CSV file formatted for CRM import. Custom formats (Excel, JSON, direct API push) available on request.

Stop paying for data that can't tell an RIA from a bank teller.

Tell us your criteria. We build the list.

Get 20 Free Records

FINRA verified · 3-5 day delivery · No annual contracts