Introducing RIA Data: Expanding Horizons for FIN Searches Subscribers

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We are thrilled to announce the expansion of our offerings within FIN Searches, designed to provide unparalleled access to intelligence and data that can significantly enhance your outreach efforts. With the addition of a comprehensive RIA database, we now cover not only institutional allocators and consultants in North America but also wealth managers. This new section includes detailed information on over 3,400 Registered Investment Advisors (RIAs) and contact information for more than 300,000 individuals across the country, giving you the crucial insights you need to reach potential clients in a rapidly growing sector.

Firm-Level Data at Your Fingertips

Our RIA database currently boasts over 3,400 firms, with updates being made daily to ensure you have the most current information. The revamped layout and offerings provide a user-friendly experience, and we are excited to roll out this refreshed design across the entire website in the coming months. This redesign will feature enhanced customization options, allowing you to tailor the main search page to display the data points most relevant to your firm.

Available Filters:

  • AUM Type: Search by Total AUM, High Net Worth AUM, Average HNW Client Size, and more.
  • Clients: Filter by total clients, individual clients, or high net worth clients.
  • Location: Find RIAs in specific cities, states, regions, and metro areas.
  • Additional Filters: Firm name, CRD number, compensation type, services offered.

In-Depth Firm Profiles

Our firm profiles offer a comprehensive view of each RIA’s offerings, providing valuable insights into their operations and capabilities.

Firm Profiles Include:

  • Company Info: Detailed information on firm location, links to their website and LinkedIn pages, total AUM, number of clients, employee count, and more.
  • ADV Filings Data: Breakdown of total accounts and AUM by discretionary and non-discretionary categories.
  • Investment Employees: Listings of investment employees with job titles, bios, email addresses, LinkedIn profiles, and phone numbers.
  • Clients: Detailed breakdown of all client types, including high net worth individuals.

Enhanced Contact-Level Data

The RIA database’s Contact Search feature includes dynamic filters to help you refine your search and pinpoint specific contacts based on detailed criteria.

Key Filters:

  • Title: Discover contacts by their specific roles.
  • Location: Find contacts in specific cities, states, regions, and metro areas.
  • Firm AUM: Search by Total AUM, High Net Worth AUM, Average HNW Client Size, and more.
  • Firm Type: Choose between different RIA types including Traditional, Aggregator, and more.
  • Join & Departure Date: Locate contacts based on their hiring or departure dates.
  • Additional Filters: Firm name, bio, education, CRD number, current or past position, services offered.

Comprehensive Contact Profiles

Each contact profile in the RIA database provides a thorough set of details, encapsulating both professional and personal aspects of a contact.

Profile Details:

  • Professional Information: Company name, individual’s title, email address, phone number, LinkedIn profile, and office address.
  • Bio Section: In-depth look at professional background, education, and areas of expertise.
  • Work Experience: Detailed work history, including specific roles and employment dates at current and previous organizations.

Explore the RIA Database

If you're an existing subscriber we encourage you to explore this exciting section by navigating to ria.finsearches.com. Not currently subscribed? See how our new RIA database can help elevate your outreach and connect you with potential clients in this critical and rapidly growing channel by signing up for a demo or trial below.

Check Out FIN Searches Today

FIN Searches has built a proven reputation over the past 15+ years offering the most powerful and complete sales and marketing tool for the institutional asset management industry.

Our commitment to providing highly specific searches, valuable intelligence, customization options, as well as premium add-on offerings have made us an industry standard for institutional investment professionals.

If you are ready to start seeing immediate results you can schedule a demo using the calendar tool below. We'll also provide you with up to two weeks of trial access.