Accelerate revenue with data on BD reps and firms including:

BD Rep Data

• Contact information including phone numbers, email addresses, NCOA certified mailing addresses, and social media links
• Title categories such as advisor, compliance, executive, marketing, and assistant
• Advisor team information
• Success and experience including number of years a rep, registered states, titles/roles, self-reported AUM, and advisor success level

BD Firm Data

• Firm types by channel including wirehouse, independent, traditional, and insurance broker-dealer
• Retail vs institutional
• Size of firm including number of reps and offices
• Dually-registered firms
• Clearing firms

Access the most accurate data on all broker-dealer reps and firms in your market, enriched beyond FINRA and SEC.

• Recruit financial advisors and distribute products or services
• Reach entire advisor teams and identify financial advisors in your territory with location data and more
• Find financial advisors to recruit by any registered role, employment history, regulatory disclosures, industry tenure, tenure at current firm, advisor success level, self-reported AUM, commute distance, and intent on moving to a new firm
• Track rep movement, breakaways, and M&A activity
• Improve your lead generation and go-to-market efforts with accurate rep data
• Get a full view of dually-registered reps and firms across channels
• Access conference analytics, selling agreements, and suppression lists
• And much more including Diversity & Inclusion, advisor behavioral Intent Signals, and Interests & Lifestyle data

Discovery Data’s proprietary FRAME process provides the most accurate data on the financial services industry for your distribution, marketing, analytics, and data management. No other provider outperforms our data in:

• Breadth
• Depth
• Accuracy
• Number of Attributes
• Value and ROI

Learn how we deliver the most accurate and impactful broker-dealer data.