Discovery Data: BD and RIA Firm/Rep Data

Comprehensive BD and RIA firm and rep profiles encompassing over 2,000 data fields.


Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries. Our data, analytics, and services create actionable intelligence that enable our clients to more effectively target opportunities and execute go-to-market initiatives.

In the end, revenue is accelerated and business goals are achieved. With an unwavering focus on excellence, we deliver unparalleled results for our clients’ sales, marketing, and recruiting departments.

BD and RIA Firm and Rep Counts:
– All 41,600 Broker-Dealer (BD) and Registered Investment Adviser (RIA) Firms
– Over 750,000 Registered Representatives (Financial Advisors and Key Staff)
– 2,000 Data Fields including Contact Information, Employment History, Licenses and Designations, Titles and Title Categories, Social Media Profiles, Firm Associations, AUM, Asset Allocations, Client Breakdowns, Investment Strategies

Firm Types:
– Retail and Institutional
– 8 BD Firm Types: Bank, Boutique, Discounter, Independent, Insurance, Traditional, Wealth Management, and Wirehouse
– 20+ RIA Firm Types including Adviser to Individual Investors, Adviser to Investment Companies, Family Office Services, Research Firm, Retirement Plan Consultant, Wrap Fee Program – Sponsor

Empower Your Outreach:
What can you do with the most accurate financial services industry data on all FINRA and SEC registered firms and professionals 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 professional contact data
– And much more!

Know Your Market Inside and Out:
Our proprietary Discovery Data FRAME process provides the most accurate data on the financial services industry for sales, marketing, recruiting, analytics, and data management. No other provider outperforms our data in:
– Breadth
– Depth
– Accuracy
– Number of Attributes
– Value and ROI


About the Provider:

Discovery Data is the market leader in data, insights, and analytics in the financial services industry. We are committed to empowering clients to trust their decisions and their data. As their strategic go-to-market partner, we improve the impact of their data-driven sales, marketing, and recruiting to increase win rates and accelerate growth.

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