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AUM Segmentation for Advisor Data

Segment financial advisors by assets under management. Target specific AUM bands from solo practices to billion-dollar RIAs.

What You Get

Segment financial advisors by assets under management. Target specific AUM bands from solo practices to billion-dollar RIAs. 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

Send us the brief

Advisor types, geography, firm size, any custom filters.

2

Data assembly

Pulling from regulatory databases, commercial sources, and public filings.

3

Triple verification

Email, phone, and license status. Three independent checks per record.

4

Delivered clean

No duplicates, no inactives, no garbage. Just verified advisor contacts.

Frequently Asked Questions

How long does it take to get aum segmentation 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.

Data built for the wealth management industry. Nothing else.

Verified emails, direct phones, CRD data. Delivered in days.

Get 20 Free Records

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