Datasets

Broker-Dealer Firm & Rep Data

Access the most comprehensive BD data.

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 comprehensive BD data.

Empower your wholesalers and recruiters.

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
Empower your wholesalers and recruiters.

Know the BDs in your market. Inside and out.

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.

Know the BDs in your market. Inside and out.

Accurate data that drives results.

Financial services industry data is constantly in flux. As the market leader, Discovery Data captures the entire BD firm and rep universe at any given time and tracks industry changes. Contact us today to gain access to the most up-to-date BD data.

TIERS

Financial Services Data Made Easy

Select the tier that's right for you.

Core

  • Basic Contact Data
  • Firm Details
  • Individual Details
  • Enhanced Contact Details
  • Enhanced Company Details
  • Download Capabilities

Advanced

  • Basic Contact Data
  • Firm Details
  • Individual Details
  • Enhanced Contact Details
  • Enhanced Company Details
  • Download Capabilities

Premium

  • Basic Contact Data
  • Firm Details
  • Individual Details
  • Enhanced Contact Details
  • Enhanced Company Details
  • Download Capabilities

ACCESS

Unrivaled Enablement

Access BD data how you want it, when you want it.

MarketPro

The next generation market intelligence tool.

MarketLink API

Real-time integration with your CRM or data warehouse.

MarketLink Feeds

Customized file delivery in the format you need.