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Custom Financial Advisor Lists

Custom advisor lists built to your exact criteria. Filter by AUM, license type, geography, credential, and firm structure.

What You Get

Custom advisor lists built to your exact criteria. Filter by AUM, license type, geography, credential, and firm structure. 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

Share your ICP

Who you sell to, what matters, and where they are.

2

Multi-source build

FINRA BrokerCheck, SEC IAPD, state regulators, and proprietary sources.

3

Quality check

Bounced emails removed, disconnected phones flagged, inactive licenses excluded.

4

List in hand

Direct to your inbox. Formatted for CRM import.

Frequently Asked Questions

How long does it take to get custom list building 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.

Every advisor in your list, verified against FINRA records.

No platform to learn. No annual contract to sign.

Get 20 Free Records

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