RIA Firm & Rep Data
Change how you interact with RIAs with daily updates, enhanced categorization, and segmentation details. Easily target specific opportunities, identify influential contacts, and define appropriate service models to become a leader in this expanding marketplace.
Access the most comprehensive RIA data.
RIA Firm Data
- Assets under management and AUM growth rate
- Product and asset allocation including ETFs, mutual funds, fixed income, and private funds
- Custodial assets
RIA Rep Data
- Contact information including phone numbers and email addresses
- Titles such as owners, executives, research directors, and advisors
- Licenses
Empower your wholesalers.
What can you do with the most accurate RIA data on all FINRA and SEC registered firms and reps in your market?
- Find RIA firms by AUM, investment strategies, types of clients they work with, and more
- Analyze asset growth year-over-year
- 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 rep data
- And much more including Diversity & Inclusion, advisor behavioral Intent Signals, and Interests & Lifestyle data
Unrivaled Enablement
Access RIA data how you want it, when you want it.
ISS MI FRAME
Know the RIAs in 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.