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The most up-to-date Financial Advisor database — built for people who actually sell to FAs.

Access verified Financial Advisor data across Broker-Dealers and Banks, plus select RIA hybrids — organized, enriched, and ready to use.

100% focused on Financial Advisors

Contact info + investment preferences + LinkedIn + Form ADV

Continuously refreshed and standardized by Dakota

Individual

$999 1 user

Team

$2,999 up to 10 users

Enterprise

$4,999 up to 25 users

Get Instant Access

Simple pricing. Immediate access.

Individual

^$999

Per Year

1 User

Start Now

Team

^$2,999

Per Year

Up To 10 Users

Start Now

Enterprise

^$4,999

Per Year

Up To 25 Users

Start Now

Everything You Need to Identify, Prioritize,
and Reach Financial Advisors.

Verified Information

Firm & Channel Coverage

Preferences & Indicators

Form ADV data

Linkedin Profiles

Clean, Standardized Records

Verified contact information (email, phone, office)

Firm & channel coverage across Broker-Dealers and Banks

Investment preferences and product interest indicators

Form ADV data for hybrid advisors (when applicable)

LinkedIn profiles for fast context and warm outreach

Clean, standardized records — no stitching required

Built for Anyone Who Sells to Financial Advisors.

Asset Managers & Wholesalers

Insurance & Annuity Providers

Technology & Service Providers

Custodians, Platforms, & Fintechs

If Financial Advisors are your buyer, this is your list.

Get Instant Access

Why Teams Trust Dakota Data

Purpose-built datasets — not scraped lists

Actively maintained and refreshed

Structured for outbound, territory planning, and CRM workflows

Backed by Dakota’s institutional data platform

Updated weekly · New advisors added regularly

Used by leading asset managers and service providers

Not Another Generic Contact List.

Generic Products

Fa-Only Focus

Lumped in With RIAs or Institutions

Enriched With Investment Context

Not Just Names and Emails

Maintained by a Team That Lives in Financial Services Data

Not Maintained or Updated

Built for Sellers

Not Researchers

Get Instant Access

Dakota FAs FAQs

How current is the data?

Data is continuously refreshed and reviewed by Dakota’s data team.

Is this just RIAs?

No. This portal is focused on Financial Advisors at Broker-Dealers and Banks, with select RIA hybrids included.

Is there a contract?

No. Annual access, billed upfront.

Can I buy more seats?

Yes — choose Team or Enterprise.

Ready to Access the Financial Advisor Database?

Individual Access Starting At

^$995/year

Instant Access. No Contract.

Get Instant Access

Address

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

The most up-to-date Financial Advisor database — built for people who actually sell to FAs.

$999

1 User

$2,999

Up To 10 Users

$4,999

Up To 25 Users

Everything You Need to Identify, Prioritize, and Reach Financial Advisors.

Built for Anyone Who Sells to Financial Advisors.

Why Teams Trust Dakota Data

Not Another Generic Contact List.

Generic Products

Dakota FAs FAQs

Ready to Access the Financial Advisor Database?

$995/year

Dakota FAs

Address

Products & Services

Resources

Podcasts

Events

Company

^$999

^$2,999

^$4,999

Everything You Need to Identify, Prioritize,
and Reach Financial Advisors.

^$995/year