Morgan Stanley Financial Advisors Database

Dakota FAs is a self-serve financial advisor database built for wholesalers, distribution teams and service providers who need accurate advisor data on Morgan Stanley contacts without paying enterprise prices or dealing with outdated lists.

Starting at $995/year per user

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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 and banks.

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 for Morgan Stanley Contacts 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 20,000+ Financial Advisors at Morgan Stanley

Real-time contact updates, Complete coverage on over 20,000+ Financial Advisors at Morgan Stanley

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

Get Started with Dakota FAs For Morgan Stanley Data

Dakota FAs Platform Login – Full access to 20,000+ verified financial advisors at Morgan Stanley
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

Annual Plan

$995

Billed Yearly

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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 20,000+ verified Financial Advisors from Morgan Stanley

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 for Morgan Stanley Data 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 Morgan Stanley data that’s easy to use and easy to trust.