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Dakota Wealth Channel Data

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Your trusted source for complete and up-to-date contact information on FAs and FA Teams

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The Financial Advisor community is by far the largest number of potential allocators, but that comes with some challenges:

Size Scope Organization

Dakota has done the hard work of collecting and continually updating Financial Advisor data across all major broker-dealers. More importantly, we’ve structured it in a way that makes it easy for any salesperson, in any territory, to find and engage the right advisors fast.

We’ve brought clarity and structure to one of the most overwhelming channels in fundraising.

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FAs By The Numbers

BDs
200+

Banks
500+

FA Teams
6,000+

Contacts
150,000+

150,000+ Advisors. One Clear View.

With access to Dakota's wealth channel data, you’ll be able to find and engage with financial advisors, RIAs, and independent broker-dealers with a dedicated view tailored to this segment of the market.

Key Features
Organized by Metro
Tailored Wealth UI
Verified Contact Info
Point & Click Filters

Organized by Metro

A clean, intuitive interface designed specifically for fundraisers and investment salespeople.
Organized By Metro

Tailored Wealth UI

Instantly view advisors and financial advisor teams in your region, grouped by city for quick navigation.

Wealth UI

Verified Contact Info

Accurate email addresses, firm names, team structures, and AUM – all in one place. 

Verified Contact Info

Point & Click Filters

Slice and dice your data by firm type, geography, channel, or advisor attributes.

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Get started with Dakota's Wealth Channel Data.

$15,500 /year

$1,000 per additional user

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Address

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

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