Grow your revenue by selling to RIAs

Access 15,000+ SEC-Registered RIA contacts to power your outreach

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Complete database of SEC-Registered Investment Advisors (RIAs)

  • Instant Delivery

    All databases sent in a spreadsheet via email immediately after purchase

  • High quality, up-to-date data

    • Firm name, AUM, number of clients
    • Phone Number
    • Email address of a senior contact (typically Founder/President/COO)

  • No subscription required

    One time price, starting at $99/state or $999 for all states
Purchase today

All of the data you need to research and contact SEC-Registered RIAs, at an affordable price point

Existing RIA database solutions can cost $15,000+

With AdvisorTrace, access all of the data you need to power your RIA outreach, with inexpensive, straightforward pricing

FAQs

Are state-registered investment advisors included in AdvisorTrace databases?

Only SEC-Registered investment advisors are included in AdvisorTrace databases; investment advisors that are only registered at the state level are not included.

Does AdvisorTrace offer refunds?

AdvisorTrace does not offer returns or refunds of any kind on any purchased products.