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The Right RIA

With Advisor Direct Connect, you can create custom lists and searches using filters to find the advisors which meet your specific objectives.


With over 32,000 RIA firms and over 84,000 contacts (principals and advisors) your search gives you full access to the RIA market:

  • Full contact information
  • Licenses / Exams
  • Custodian
  • AUM
  • Financial Planning Assets
  • Client Types
  • Business Focus/Product Types
  • Broker Dealer Affliations
  • Hedge Funds
  • Portfolio Mgmt.
  • Number of Accts./Clients
  • High Net Worth Clients
  • Product Specialization
  • Number of Advisors
  • Number of Employees

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