Methods for Obtaining Financial Advisor Lead Lists (B2B)

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mdabuhasan
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Joined: Tue Jan 07, 2025 4:52 am

Methods for Obtaining Financial Advisor Lead Lists (B2B)

Post by mdabuhasan »

Specialized B2B Data Providers / Sales Intelligence Platforms:
These are the most effective and often compliant ways to get targeted lists. They typically maintain extensive databases of businesses and professionals, allowing you to filter by specific criteria.

RIA Database: Specifically focuses on Registered Investment Advisor (RIA) firms, IARs (Investment Advisor Representatives), and other financial professionals. They claim to have complete data sets on all firms and contacts within the advisor universe, including SEC and state-registered RIAs, and FINRA registered representatives.
FINTRX: Provides comprehensive data on RIAs, romania mobile database broker-dealers, family offices, wealth groups, and advisor teams globally. They highlight having billions of data points and hundreds of searchable fields, including direct emails.
ZoomInfo, Apollo.io, Cognism, Lusha, Seamless.AI: These are general B2B sales intelligence platforms that also have robust data on financial services professionals. You can filter by job title (Financial Advisor, Wealth Manager, CFP, Investment Advisor, etc.), company size, AUM (Assets Under Management), location, and other firmographic/technographic data.
BookYourData / Blue Mail Media / Exact Data: These are companies that offer pre-built or custom-built email and mailing lists, often with filters for financial professionals. Ensure they emphasize data verification and compliance (GDPR, CCPA).
LinkedIn Sales Navigator:
This is an extremely powerful tool for building highly targeted lists of financial advisors. You can search by:

Job title (e.g., "Financial Advisor," "Wealth Manager," "Certified Financial Planner," "Investment Analyst").
Industry (Financial Services, Investment Management).
Company size, location, and seniority level.
Specific keywords in profiles.
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