Discover * Profile * Engage * Convert
Asset Managers
Distribution intelligence for a fast-moving intermediary landscape. Reach advisors with confidence.
The intermediary landscape shifts quickly. MarketPro Discovery helps you zero in on high-value prospects, match products to needs, and tailor messaging that resonates.
Up-to-date allocator profiles and firm-level context deliver the deepest intelligence available, covering organizations of all types and sizes, from solo practitioners to multi-branch enterprises to family offices.
Coverage
Advisors & Key Staff
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Firms
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Branches
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Teams
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As of Jun, 2026
Why teams depend on MarketPro Discovery to stay ahead
- Complete financial advisor database: Broker-dealers, SEC- and state-registered RIAs, family offices, and trust companies, updated continuously.
- Verified contacts: Principals, investment decision-makers, and team structures provide the foundation for smarter segmentation.
- Filter by what matters: AUM bands, custodians, tech stack, 13F holdings, and private markets allocators.
- Instant action: Export lists or sync to HubSpot, Salesforce, or Dynamics.
Advisor Coverage
Contact Detail
Professional Profile
Regulatory Standing
Personal Signals
Decision-Making Authority
Insight: Efficient, Confident Outreach
Ensure the account director/wholesaler can identify decision-makers and uses the most direct path to the advisor.
Attributes
- Direct phone number
- Email address
- Title/Position
- Office location
Insight: Build Credibility & Tailor Messaging
Certifications (CFA, CFP®, CIMA®) signal analytical depth or planning focus. Prior employment at asset managers or competitors reveals product familiarity, areas of expertise, and potential preferences.
Attributes
- CRD number
- Certifications & licenses
- Education
- Employment history & industry experience
Insight: Risk Assessment & Prioritization
Vet advisors before investing time and resources to developing a relationship.
Attributes
- Disclosures
- Complaints
Insight: Connect on a Personal Level
Shared affiliations create natural conversation starters and demonstrate genuine homework beyond transactional outreach.
Attributes
- Board service, community involvement, published thought leadership
- Alma mater, military service
- Hobbies/interests
- Linkedin profiles
Insight: Target the Right Stakeholder
Identify who controls allocation decisions vs. who implements. Committee-driven firms require multi-threading; solo decision-makers streamline the sales cycle. Tenure signals stability or transition risk.
Attributes
- Job title and tenure in role
- Functional responsibility (e.g., CEO, CIO, portfolio manager, research analyst)
Firmographic Coverage
Investment Scale
Client Focus
Investment Profiles
Growth & Stability
Operational Workflow
Insight: Prioritization & Opportunity Size
Size the firm and potential mandate. Growth and flow trends reveal firm and portfolio management activity.
Attributes
- AUM: total, discretionary vs. non‑discretionary; pooled vehicle and 13F / ETF allocations
- Flows and 1‑ & 3‑year AUM growth rates
- Number of accounts; minimum & average account size
- Number of advisors; advisors per branch; y‑t‑d, 1‑ & 3‑year changes
Insight: Product Suitability
Ensure your product is consistent with the firm's asset allocation methodology and appropriate for the client base.
Attributes
- Client types & mix (retail/HNW, foundations, corporate)
- Client counts and average size
- Minimum account size; fee schedule (wrap sponsor, asset‑based, hourly, min fees, transaction‑based)
- Advisory services (insurance, trusts, tax management/prep)
- Asset allocation
Insight: Product Alignment & Positioning
Understand how an advisor invests to tailor your pitch. Allocations and 13F holdings reveal style and concentration; alternatives usage indicates comfort with illiquids and complexity. Research approach and platform ties inform due-diligence narratives and shelf access.
Attributes
- Asset allocation and 13F holdings
- Alternatives exposure (privates, hedge funds, derivatives)
- Analysis & research methods (internal/external, quant/fundamental)
- Affiliations (BD/RIA/Trust)
- Third-party platform footprint (custodians, TAMPs, model marketplaces)
Insight: Momentum, Risk & Durability
Prioritize firms with healthy, organic growth and expanding teams while flagging turnover, disclosure history, or consolidation risk.
Attributes
- Net flows and AUM trends (1‑ & 3‑year)
- Total employees and advisor headcount trends; advisor tenure and credentials (CFP®, CIMA®)
- New branches vs. consolidations
- Disclosures (regulatory, criminal, financial)
- Office presence (main, branch density) and web/social activity
Insight: Onboarding Path & Execution Readiness
Map the path of least resistance. Custodial/platform relationships and business structure indicate compliance layers, approval process, due‑diligence requirements, and trading workflows.
Attributes
- Outsourced partners
- Fee model; minimums
- Other activities (broker‑dealer, trusts, insurance, taxes)
- Office details (headquarters, branches, phone, website)
Driving growth through smarter prospecting
Exchange-Traded Fund (ETF) Positions
13F data reveals precise RIA ownership across ETFs – yours and your competitors'. Track AUM and changes to allocations. Target allocation gaps or underperforming funds.
Stay Ahead of Market Shifts
Track advisor transitions, firm mergers, platform changes, and channel‑level trends in real time so distribution teams can pivot quickly and maintain strong coverage.
Gain Insight into an Advisor’s Business
Understand client demographics, product usage, and investment preferences for precise targeting and tailored messaging.
Optimize Wholesaler Coverage and Impact
Segment advisors by region, licenses, specialties, experience, and growth potential to prioritize high-value leads and improve outreach execution.
Get up-to-date coverage of advisors and firms.
See our coverage by state below.
Yet, this picture is constantly changing.
Only a disciplined, systematic process keeps your database clean.
Financial advisors are frequently changing firms. We maintain a live view of the landscape—tracking new firms, closures and mergers, and advisor transitions—ensuring you’re operating with accurate data. Some of last year's changes include:
Advisors Added
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Advisors Removed
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Firms Added
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Firms Removed
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Reps Moved to New Firm
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As of 2025 YTD
Data delivery
Platform access. Search and filter the complete database through our web platform. Save searches, create lists, and export results. Set up alerts for important changes.
Seamless integration. MarketLink, our integration tool, simplifies how MarketPro data is received into your systems. Whether loading into CRMs, BI tools, or data lakes/warehouses, we ensure ease, customization, and minimal disruption to workflows.
Targeted marketing and outreach for asset managers
Effective distribution requires consistent, quality messaging. For firms with limited sales and marketing resources, our MarketReach services run email and call sequences on your behalf to the exact advisor targets you select from MarketPro Discovery. Working hand-in-hand with your team we build, test, execute, and optimize campaigns to help achieve your growth goals.
MarketPro delivers the intelligence you need to accelerate your growth.
Building on the most trusted and up-to-date contact and firm profiles, powerful filtering, segmentation, and mapping tools helps you target the right firms and individuals with the right message. Quickly and easily.
Learn how our solutions are perfectly suited for:
Frequently Asked Questions
With verified advisor and firm data, wholesalers spend less time researching prospects and more time engaging them. This leads to more meetings, better‑qualified conversations, and faster conversion at every stage of the sales cycle.
Yes. By revealing advisor density, production potential, and product alignment the platform helps sales leaders design more effective territories, rebalance workload, and deploy wholesalers where they can have the highest impact.
You can segment advisors by region, licenses, specialties, experience level, product preferences, and business model characteristics. This ensures wholesalers and marketers focus on the right advisors with the messages most likely to resonate.
Absolutely. Real‑time updates on advisor transitions, firm consolidations, and channel‑level shifts help teams stay proactive, protect existing relationships, and capitalize on new opportunities as they emerge.
Marketing teams gain access to clean, enriched data that enables more precise segmentation and personalization. This improves campaign performance, aligns messaging with advisor needs, and strengthens product‑launch support.
Yes. You can prioritize the right advisors by evaluating their business models and 13F holdings to pinpoint replacement opportunities and product gaps.