BD and RIA Firm/Rep Data (Sample)

ISS MI's MarketPro, powered by Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries. Our data, analytics, and services create actionable intelligence that enable our clients to more effectively target opportunities and execute go-to-market initiatives.In the end, revenue is accelerated and business goals are achieved. With an unwavering focus on excellence, we deliver unparalleled results for our clients’ sales, marketing, and recruiting departments.BD and RIA Firm and Rep Counts:

- All 45,000+ Broker-Dealer (BD) and Registered Investment Adviser (RIA) Firms
- Over 769K Registered Representatives (Financial Advisors and Key Staff)
- 2,000 Data Fields including Contact Information, Employment History, Licenses and Designations, Titles and Title Categories, Social Media Profiles, Firm Associations, AUM, Asset Allocations, Client Breakdowns, Investment Strategies

Firm Types:

- Retail and Institutional
- 8 BD Firm Types: Bank, Boutique, Discounter, Independent, Insurance, Traditional, Wealth Management, and Wirehouse
- 20+ RIA Firm Types including Adviser to Individual Investors, Adviser to Investment Companies, Family Office Services, Research Firm, Retirement Plan Consultant, Wrap Fee Program - Sponsor

Empower Your Outreach:<br/>What can you do with the most accurate financial services industry data on all FINRA and SEC registered firms and professionals in your market?

- Find RIA firms by AUM, investment strategies, types of clients they work with, and more
- Analyze asset growth year-over-year
- Uncover changes in asset allocation models
- Segment firms by investments and custodial platforms utilized
- Track rep movement, breakaways, and M&A activity
- Access custom RIA brochure keyword search and conference analytics
- Improve your lead generation and go-to-market efforts with accurate professional contact data
- And much more!

Know Your Market Inside and Out:<br/>Our proprietary FRAME process provides the most accurate data on the financial services industry for sales, marketing, recruiting, analytics, and data management. No other provider outperforms our data in:

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

由Discovery Data驱动的ISS MI MarketPro，可为金融服务与保险行业的核心机构与从业人员提供最精准可靠的行业信息。我们的数据、分析工具与服务可生成可落地的业务智能洞察，助力客户更高效地锁定业务机遇并落地市场推广举措。最终助力客户实现营收增长与业务目标达成。我们始终恪守卓越初心，为客户的销售、营销与招聘部门提供无可匹敌的服务成果。
券商（Broker-Dealer, BD）与注册投资顾问（Registered Investment Adviser, RIA）机构及从业人员规模：
- 覆盖45000余家券商（BD）与注册投资顾问（RIA）机构
- 拥有超76.9万名注册从业人员（含理财顾问与核心员工）
- 涵盖2000余个数据维度，包含联系方式、从业经历、执业资质与资格认证、职位名称及类别、社交媒体主页、机构关联关系、管理资产规模（Assets Under Management, AUM）、资产配置、客户结构、投资策略等内容
机构类型：
- 零售与机构两大类别
- 8类券商机构：银行系券商、精品投行、折扣经纪商、独立券商、保险经纪券商、传统经纪券商、财富管理券商与连锁经纪机构（Wirehouse）
- 20余种注册投资顾问（RIA）机构类型，涵盖个人投资者顾问、投资公司顾问、家族办公室服务机构、研究机构、退休计划顾问、全包费用计划发起方等
赋能业务拓展：<br/>依托覆盖目标市场内所有美国金融业监管局（Financial Industry Regulatory Authority, FINRA）与美国证券交易委员会（Securities and Exchange Commission, SEC）注册的机构及从业人员的精准金融服务行业数据，您可实现以下操作：
- 可根据管理资产规模（AUM）、投资策略、服务客户类型等维度筛选注册投资顾问机构
- 可分析资产规模的年度同比增长情况
- 可挖掘资产配置模型的变动趋势
- 可根据投资标的与托管平台对机构进行细分归类
- 可追踪从业人员流动、团队脱逃与并购活动
- 支持自定义注册投资顾问宣传手册关键词搜索与会议数据分析
- 可借助精准的从业人员联系方式数据优化线索获取与市场推广举措
- 以及更多实用功能！
深度洞悉市场全貌：<br/>我们专属的FRAME流程可为销售、营销、招聘、数据分析与数据管理场景提供最精准的金融服务行业数据。目前尚无其他服务商的数据能在以下维度超越我们：
- 覆盖广度
- 数据深度
- 数据准确性
- 属性维度数量
- 价值与投资回报率（Return on Investment, ROI）