AdvisorData.com

On-Demand Data Reporting for Registered Investment Advisor. AdvisorData lets you find advisors quickly and affordably. Whether you are looking for advisors based on location, assets under management, types of services offered or some other criteria, AdvisorData can help.

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Enjoy Preconfigured Searches or Take Full Control

AdvisorData provides information on Registered Investment Advisors (RIAs) including:

  • Custom On-Demand Reports in XLS or CSV
  • Easy/Real Time Editing
    of Data Fields
  • Secure Web Repository of Past Searches
  • Export CSV Files to Your CMS (Salesforce, ACT etc.)
  • Instant HTML Reports
  • Reliable Contact Data
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On-Demand Data Reporting
For Registered Investment
Advisors

Run a Detailed Search

Customize Fields and Downloads

Upload to Your CRM or Address Book

Subscription Information

AdvisorData.com is a subscription based service.
Price: $250.00 USD per quarter

Generate reports with up to 500 contacts per report

Download up to 10 reports per month

Access to All of our RIA data

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Frequently Asked Questions

What is AdvisorData?

AdvisorData is an on-demand data reporting service tailored for Registered Investment Advisors (RIAs). It provides comprehensive information to assist in locating advisors quickly and affordably.

How does AdvisorData benefit Registered Investment Advisors?
AdvisorData enables RIAs to efficiently find advisors based on various criteria such as location, assets under management, types of services offered, and more, streamlining the advisor selection process.
What criteria can I use to search for advisors on AdvisorData?

You can search for advisors based on location, assets under management, types of services offered, specialties, certifications, and other relevant criteria.

Is AdvisorData accessible for all types of advisors?
Yes, AdvisorData caters to a diverse range of advisors, including independent advisors, wealth management firms, financial planners, and other professional entities
How frequently is the data on AdvisorData updated?

The data on AdvisorData is regularly updated to ensure accuracy and relevance, providing users with the most current information available.

Can I customize my search criteria on AdvisorData?
Absolutely! AdvisorData offers customization options, allowing users to tailor their search criteria to match specific preferences and requirements.
Is AdvisorData affordable for small or independent RIAs?

Yes, AdvisorData is designed to be accessible and affordable for all types of RIAs, including small and independent firms.

How can AdvisorData help me make informed decisions when selecting advisors?

AdvisorData provides detailed insights and information about advisors, empowering RIAs to make informed decisions based on factors such as expertise, location, client demographics, and more.

Can I contact advisors directly through AdvisorData?

Yes, AdvisorData provides contact information for advisors listed on the platform, making it convenient for RIAs to initiate communication.

How can I get started with AdvisorData?
Getting started with AdvisorData is easy! Simply sign up for an account on our platform, and you’ll gain access to a wealth of information to aid you in your advisor selection process.
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AdvisorData.com

On-Demand Data Reporting for Registered Investment Advisor. AdvisorData lets you find advisors quickly and affordably. Whether you are looking for advisors based on location, assets under management, types of services offered or some other criteria, AdvisorData can help.

Register Now