Business Details
21 Years
experience
Your Trusted Source for Financial Advisor Data & Analytics
Founded in 2005, RIA Database has established itself as the market leader in financial advisor data and analytics. Our mission centers on empowering financial institutions with comprehensive data solutions to optimize sales and marketing strategies. With over 18 years of industry experience, we serve more than 600 clients including major asset managers, broker/dealers, and fintech firms. Our proprietary web-based platform offers access to 40,000+ RIA firms, 500,000+ contacts, and 200,000+ email addresses, enabling precise lead targeting. We maintain data accuracy through weekly updates and original research spanning a decade.Our team of financial services experts provides complimentary consulting on advisor segmentation and territory management. We pioneered the first industry LMS platform in 2016 and now host over 200 annual digital events. Our IP and CRD matching technologies enhance lead tracking capabilities. Headquartered in Wayne, Pennsylvania, we operate globally with team members across the US and India. Our commitment to innovation remains evident through continuous expansion of searchable fields based on client feedback.
Services
Ria Database
Registered Rep Database
Family Office Database
Bank Trust Database
CRM Integration
Data Feeds
Intent Data
Data Dashboards
IP Matching
CRD Matching
Details
- Year established: 2005
Highlights and features
- We offer 18+ years of specialized expertise in financial advisor data
- Our platform contains 40,000+ RIA firm profiles with 200+ searchable fields
- We maintain 500,000+ verified financial advisor contact records
- Our proprietary LMS platform launched industry-first educational tools in 2016
- We provide weekly data updates with original research spanning a decade
Services
RIA Database
Comprehensive database containing profiles of 40,000+ RIA firms and 500,000+ financial advisor contacts. Our platform enables users to sort, search, and download targeted leads using 200+ searchable fields. The database receives weekly updates with new fields added monthly based on client requirements.
CRM Integration
Open API tools enabling seamless integration with Salesforce, Hubspot, and other CRM platforms. Schedule automated data feeds for continuous synchronization of advisor information and lead tracking metrics. Our team provides support for implementation and configuration of integration workflows.
Data Feeds
Access data sets through API or SFTP connections with customizable delivery schedules. Choose weekly or monthly updates containing comprehensive advisor information including contact details, firm profiles, and investment preferences across multiple financial channels.
Intent Data
Proprietary research and analytics tracking advisor investment usage patterns, product interest, and market trends. Gain actionable insights into advisor behavior through engagement metrics and proprietary research from our educational events and digital platforms.
CRD Matching
Append CRD unique identifiers for all IARs and RIAs at contact and firm levels. Our system enables automatic matching with same-day turnaround available through our service team, ensuring accurate identification of registered investment professionals.
People
Julie Cooling
Founder & Chief Executive Officer
Julie founded RIA Database in 2005 and has grown it into the industry's leading advisor data platform. Based in Philadelphia, she oversees strategic direction and business development initiatives.
Stephanie Sullivan
Chief Operating Officer
Stephanie manages daily operations from Charlotte, NC, ensuring efficient delivery of data services and client support. She brings extensive financial services experience to our operational leadership.
Keith Black
Managing Director of Education
Dr. Black leads our educational initiatives in Nashville, TN. A CAIA charterholder with CFA and FDP credentials, he develops content for our industry-leading learning management system.
Chris Rosenberry
Creative Director
Based in Indianapolis, Chris directs creative operations and platform design. He has over 15 years' experience in financial technology interface development and digital marketing.
Marni Dacy
Sales Director
Marni leads sales efforts from Washington, DC, connecting financial institutions with our data solutions. She has specialized in advisor-focused technology sales for over a decade.
Questions
What data sources does RIA Database use?
We combine 10+ years of original research with automated tracking systems that update weekly, including data from regulatory filings and industry events.
How can I access your data sets?
Access options include API integration, SFTP transfers, or direct platform access with unlimited downloads during your subscription period.
Do you offer CRM integration capabilities?
Yes, our open API tools support seamless integration with Salesforce, Hubspot, and other CRM platforms through scheduled data feeds.
What types of financial institutions do you serve?
We work with asset managers, broker/dealers, investment banks, hedge funds, fintech firms, and private wealth management organizations.
How frequently do you update your databases?
Our databases receive weekly updates with new fields added monthly based on client feedback and emerging data availability.
Can I track advisor engagement with your platform?
Yes, our IP matching tools and CRD identifier tracking enable detailed monitoring of advisor lead interactions and event participation.
