Find new opportunities 和 accelerate revenue with access to financial services industry data on BD 和 RIA firms 和 professionals, as well as trust companies 和 key staff.

Company

• 经纪自营商 (BD), Registered Investment Adviser (RIA), 和 Trust Company
• Assets under management 和 AUM growth rate
• Product 和 asset allocation including ETFs, mutual funds, fixed income, 和 private funds
• Custodial assets

专业人士

• Registered Representatives, Financial 顾问, 和 Key Decision Makers
• Contact information including phone numbers 和 email addresses
• Titles such as owners, executives, research directors, 和 advisors
• 许可证

渠道

• Including Retail, Independent, Traditional, 和 Wirehouse

What can you do with the most accurate financial services industry data on all FINRA 和 SEC registered firms 和 professionals in your market?

• Find RIA firms by AUM, investment strategies, types of clients they work with, 和 more
• Analyze asset growth year-over-year
• Uncover changes in asset allocation models
• Segment firms by investments 和 custodial platforms utilized
• Track rep movement, breakaways, 和 M&一个活动
• 访问 custom RIA brochure keyword search 和 conference 分析
• Improve your lead generation 和 go-to-market efforts with accurate professional contact data
• And much more including 多样性 & 包容, advisor behavioral 意图 Signals, 和 利益 & 生活方式的数据

百老汇888’s proprietary FRAME process provides the most accurate data on the financial services industry for your distribution, 市场营销, 分析, 和 data management. No other provider outperforms our data in:

• 宽度
• 深度
• 精度
• Number of Attributes
• 价值和投资回报率

Learn how we deliver the most accurate 和 impactful financial services industry data.