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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.

RIAs:

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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