Financial Services Data
Find new opportunities and accelerate revenue with access to financial services industry data on BD and RIA firms and professionals, as well as trust companies and key staff.
Empower your outreach.
What can you achieve with the most accurate financial services industry data for all FINRA and SEC-registered firms and professionals?
- Find RIA firms by AUM, investment strategies, and types of clients they serve
- Analyze yearly asset growth and uncover changes in asset allocation models
- Segment firms by investments and custodial platforms utilized
- Track rep movement, breakaways, and M&A activity
- Access custom RIA brochure keyword search and conference analytics
- Improve your lead generation and go-to-market efforts with accurate professional contact data


Comprehensive firm and professional data.
Firms
- Broker-Dealer (BD), Registered Investment Adviser (RIA), and Trust Company
- Assets under management and AUM growth rate
- Product and asset allocation including ETFs, mutual funds, fixed income, and private funds
- Custodial assets
Professionals
- Registered Representatives, Financial Advisors, and Key Decision Makers
- Contact information including phone numbers and email addresses
- Titles such as owners, executives, research directors, and advisors
- Licenses
Unlock financial services market opportunities.
Advisors & Key Staff
0
K
Financial Firms Added
0
Reps Moved to a New Firm
0
K
Total Field Updates
0
B
as of 12/31/23
Unrivaled Enablement
Access financial services market data how you want it, when you want it.
ISS MI FRAME
Know your market. Inside and out.
Fuel
We collect, align, and connect millions of data points
We collect, align, and connect millions of data points
Refine
The data is refined through stringent verification and cleansing processes
The data is refined through stringent verification and cleansing processes
Analyze
Our proprietary logic and data team analyze the data for any gaps
Our proprietary logic and data team analyze the data for any gaps
Magnify
Augmented with additional predictive data, actionable datasets are created
Augmented with additional predictive data, actionable datasets are created
Execute
Data is delivered through live methods and cloud-based solutions
Data is delivered through live methods and cloud-based solutions
Our proprietary FRAME process provides the most accurate data on the financial services industry for your distribution, marketing, analytics, and data management.