Overview
All USA Wealth Management Database is a phone-verified Excel directory of fiduciary advisors, boutique RIAs, broker-dealer reps, and multi-family offices across all 50 states. Whether you’re launching a robo-advice platform, distributing alternative funds, or pitching compliance tech, this list gives you direct access to the gatekeepers of $35+ trillion in client assets.
Sample Data Preview
Database Includes
- Firm / Advisor Name: RIAs, IARs, CFP®, CFA, CIMA® professionals.
- Regulatory IDs: SEC CRD# or State File# (where available).
- Phone Number: Direct lines to partners & portfolio managers.
- Email Address: Deliverability-tested emails validated in 2025.
- AUM Bracket*: (*if disclosed) < $100M • $100M–$1B • $1B+.
- Service Focus: HNW Planning • Retirement • ESG • Alternatives • Tax Strategy.
- City & State: Coverage from New York & San Francisco to Boise & Tampa.
- Website / LinkedIn URL*: (*for deeper due diligence).
Why Choose This Database?
- Q2-2025 Accuracy: Phone & email re-verified; SEC filings cross-checked.
- Tightly Targeted: 100 % wealth-management professionals—no retail data.
- CRM-Ready: Clean .xlsx for HubSpot, Salesforce, Redtail or Marketo import.
- Flexible Licensing: Regular ₹3,000 (single-user) | Extended ₹4,500 (multi-team).
- Instant Download: Secure checkout → immediate file access & lifetime updates.
- High ROI: Shorten sales cycles and win allocations faster.
Limited-Time Offer
Unlock lifetime access for just ₹3,000 (regular) or ₹4,500 (extended). Prices rise with our next quarterly refresh—secure your copy today!
