Markets
Financial Services Data
Unrivaled.
Built for you.
The most comprehensive data on firms, professionals, and branch offices.
- Firms | Broker-Dealer (BD), Registered Investment Adviser (RIA), and Trust Company
- Professionals | Registered Representatives including Financial Advisors and Key Staff
- Channels | Including Retail, Independent, Traditional, and Wirehouse
Unified data assembled for action.
Using our trademarked FRAME process, Discovery Data assembles and aligns disparate data sources into a cohesive, actionable view of the market.
Unlock financial services market opportunities.
2.3K
Data Fields
500
Filters
43K
RIA, BD, & Trust Firms
750K
Advisors & Key Staff
TIERS
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Core
- Basic Contact Data
- Firm Details
- Individual Details
- Enhanced Contact Details
- Enhanced Company Details
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Advanced
- Basic Contact Data
- Firm Details
- Individual Details
- Enhanced Contact Details
- Enhanced Company Details
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Premium
- Basic Contact Data
- Firm Details
- Individual Details
- Enhanced Contact Details
- Enhanced Company Details
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