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Registered Investment Advisors eDirectory

Investment Advisors registered with the SEC or state

Market your products and services directly to investment managers with the power to make decisions. The Directory of Registered Investment Advisors, now in electronic format, provides thoroughly researched information on the ever-expanding investment advisory industry. This 20th edition of the Registered Investment Advisors eDirectory profiles 17,000 firms managing over $33 trillion in assets. The RIA eDirectory is an absolute necessity for anyone targeting asset managers, investment counselors, and financial planners.
Benefits
Get a wealth of vital information right on your PC
Access the names and contact information for more than 40,000 buy-side decision makers
Identify new prospects
Prioritize firms based on managed assets
Find out which advisors are wrap managers or suggest brokers to clients
Components
Investment Officers; CEOs; CFOs; Directors of Operations; client contacts with hire dates; direct phone; personal e-mail address
Portfolio Managers, Analysts, and Traders
Taxable and tax-exempt assets under management; asset allocation; client composition; international investments; mutual funds
Investment style-strategy; fee schedule; services offered
Client Services
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