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The Financial Advisor Database Built by Fundraisers, for Fundraisers

Dakota FAs is the fast, efficient way to access verified financial advisor data across the U.S. Designed specifically for sales teams raising capital and distributing funds, Dakota FAs helps you find who to call, where to meet, and how to grow your reach.

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Built by Fundraisers, for Fundraisers

Dakota FAs was built by the same sales professionals behind Dakota Marketplace, the database our own distribution team uses every day.

It’s a clean, intuitive platform that provides complete, accurate, and constantly updated financial advisor data across broker-dealers, banks, family offices, and RIAs.

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.

Start Your Free Trial

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 150,000+ Financial Advisors across the country for all banks and broker dealers

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

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Metro area functionality with Dakota Recommends for meeting planning

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Chrome Extension access for compatible websites and LinkedIn

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

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

Built for Sales Teams Who Call on Financial Advisors

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

Dakota FAs makes it simple to:

Targeted
Lists
Maximize City Scheduling
Track Industry Turnover
Industry Insights & Alerts

Create Targeted

Target the right advisors by metro, channel, and size

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Metro-Based Visibility

Plan travel and meeting efficiently with metro-based visibility. 

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Track Industry Turnover

Keep your data clean and current, so you never waste a call. 

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Industry Insights & Alerts

Empower your team with the same insights used by Dakota's internal sales pros.

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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 Login
  • Chrome Extension Access
  • Joe, your A.I. assistant

Yearly Subscription
$1,200/year

Monthly Subscription (Cancel Anytime)
$125/months

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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