Book High-Quality Meetings
Discover Registered Investment Advisors that Fit Your Strategy.
Access a dynamic list of RIAs by state, filter by AUM, custodian, and tech stack to connect with verified decision-makers. Then seamlessly sync the contacts to your chosen CRM.
BOOK A 15-MINUTE WALKTHROUGH
What You’ll See in the Demo
In our demonstration we will show you how to build your own RIA list by state and push contacts to your CRM in seconds. We’ll show you how easy it is to run live searches, sample profiles, and how to push contacts to your CRM during your demo.
1. Define your ICP
2. Inspect firm & contact level details
3. Send to your stack
Why Teams Depend on MarketPro’s RIA Data to Stay Ahead
If your team is prospecting RIAs with generic lists, you’re wasting precious time. MarketPro powered by Discovery Data lets you define your ideal advisor profile, instantly surface high-fit firms, and reach verified contacts. This enables you to cut out the noise and focus your distribution efforts on the relationships that can move the dial.
Stop wasting time on static spreadsheets. Our platform gives you real-time RIA lists with advanced filters so you can target the right firms and book meetings faster.
What you get:- Comprehensive RIA database: SEC-registered firms, updated continuously.
- Filter by what matters: AUM bands, custodians, tech stack, 13F holdings and private markets allocators.
- Verified contacts: Principals, investment decision-makers, and distribution leads.
- Instant action: Export lists or sync to HubSpot, Salesforce, or Dynamics.
Frequently Asked Questions
We continuously validate and refresh firm and contact records. In your demo, we’ll show you real-time examples relevant to your segment.
Yes. MarketPro powered by Discovery Data offers full integration with CRM systems such as HubSpot, Salesforce, or Dynamics. You can see a full list of integrations here.
You can export clean CSVs with fields mapped for campaigns, events, and analytics.
We follow industry standard data governance and consent practices. We can share our policies and optout workflow during the call.
We recommend starting with a guided session so you can see real queries aligned to your product and territory plan.
Yes, instead of static files, you get a dynamic database of registered investment advisors on which you can apply over 500 filters, including:
- State or region
- Custodian relationships
- Technology platforms
- Product exposure signals