The Financial Advisor Database

Most financial advisor databases start at $10,000 or more — putting accurate advisor intelligence out of reach for individual wholesalers and small teams.

Dakota FAs gives you access to 200,000+ financial advisors from 100+ leading broker-dealers and banks — for just $995 per year. Built and maintained by the data team at Dakota Marketplace, the leading global LP & GP intelligence platform trusted by thousands of investment firms.

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Built by the team behind Dakota Marketplace - The Leading Global LP & GP Database

The Dakota FA database is a subset of our enterprise platform, delivering complete, accurate, and constantly updated financial advisor data across broker-dealers, banks, family offices, and RIAs.

With Dakota FAs, you can:

Search verified advisor contacts and firm details

Filter by metro area, firm type, or AUM range

Export clean lists for outreach

Use AI to find what you need faster

No contracts. No enterprise lock-in. Just instant access.

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A Subscription to Dakota FAs Provides

Complete Coverage

Real-time contact updates

Metro area functionality

Chrome Extension access

AI Report Builder

Simple self-serve access

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Complete coverage on over 200,000+ Financial Advisors across the country for all banks and broker dealers

Real-time contact updates, including verified emails and current firm affiliations

Metro area functionality with Dakota Recommends for meeting planning

Chrome Extension access for compatible websites and LinkedIn

AI Report Builder (Joe) as your built-in assistant to help you find what you’re looking for faster (only with FA+ version).

Simple self-serve access with no setup calls or contract requirements

Built for Wholesalers Who Sell Investments and Insurance to Financial Advisors

When you’re raising capital or distributing insurance and investment products, your success depends on knowing which advisors to reach, where they’re located, and who to contact.

Dakota FAs makes it simple to:

Target the right advisors

Plan travel

Keep your data clean

Empower your team

Target the right advisors

Reach over 200,000+ verified Financial Advisors across 100+ leading broker-dealers and banks, from the largest firms — Morgan Stanley, UBS, Merrill Lynch, Wells Fargo, LPL, Ameriprise — to smaller firms with fewer than 1,000 advisors and everything in between.

Plan travel

Build your territory and map meetings with advisors in your assigned regions using the platform’s intuitive interface.

Keep your data clean

Access complete and constantly updated advisor profiles, including detailed bios, teams, titles, contact information, education, and office addresses — all enriched daily by Dakota’s 60+ person data team.

Empower your team

Equip your sales organization with the most accurate, easy-to-use financial advisor data available — built by the same data experts behind Dakota Marketplace, the leading global LP & GP database used by over 6,000 investment sales professionals.

Dakota FAs Takes a Different Approach

While other databases are expensive, outdated, or locked behind enterprise contracts, Dakota FAs focuses on simplicity, affordability, and transparency.

Built for fundraisers, by fundraisers, Dakota FAs provides verified data that’s easy to use and easy to trust.

It’s a natural fit for:

Small to mid-sized managers

Wholesalers

Boutique distribution teams

Get Started with Dakota FAs

Dakota FAs Platform Login – Full access to 200,000+ verified financial advisors across 100+ leading broker-dealers and banks
Chrome Extension Access – Instantly view advisor data while browsing firm websites or LinkedIn
Joe, your A.I. Assistant – Find, filter, and export advisor lists faster with built-in AI support

Yearly Subscription
$995/year

Monthly Subscription (Cancel Anytime)
$100/month

Subscribe Now

The Financial Advisor Database

Built by the team behind Dakota Marketplace - The Leading Global LP & GP Database

A Subscription to Dakota FAs Provides

Built for Wholesalers Who Sell Investments and Insurance to Financial Advisors

Dakota FAs makes it simple to:

Target the right advisors

Plan travel

Keep your data clean

Empower your team

Dakota FAs Takes a Different Approach

It’s a natural fit for:

Small to mid-sized managers

Wholesalers

Boutique distribution teams

Get Started with Dakota FAs

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