HOME/LOCAL/BUY WEALTH MANAGERS CONTACT LIST

Buy Wealth Managers Contact List

DATABASE ID: LOCAL-BUY- | RECORDS: 50,000 | LAST VERIFIED: TODAY
IDCompanyWebsiteKey ContactTitleVerified EmailIntent Score
00001Company 164 LLCwww.company1.comExec Name 1CEOexec1@company1.com97
00002Company 831 LLCwww.company2.comExec Name 2Founderexec2@company2.com85
00003Company 776 LLCwww.company3.comExec Name 3VP of Marketingexec3@company3.com91
00004Company 22 LLCwww.company4.comExec Name 4Founderexec4@company4.com82
00005Company 585 LLCwww.company5.comExec Name 5CEOexec5@company5.com94
00006Company 22 LLCwww.company6.comExec Name 6VP of Marketing••••••••••••@••••.com81
00007Company 947 LLCwww.company7.comExec Name 7CEO••••••••••••@••••.com81
00008Company 399 LLCwww.company8.comExec Name 8Founder••••••••••••@••••.com83
00009Company 449 LLCwww.company9.comExec Name 9VP of Marketing••••••••••••@••••.com98
00010Company 976 LLCwww.company10.comExec Name 10Founder••••••••••••@••••.com91
00011Company 168 LLCwww.company11.comExec Name 11CEO••••••••••••@••••.com89
00012Company 201 LLCwww.company12.comExec Name 12VP of Marketing••••••••••••@••••.com89
00013Company 332 LLCwww.company13.comExec Name 13CEO••••••••••••@••••.com84
00014Company 359 LLCwww.company14.comExec Name 14Founder••••••••••••@••••.com87
00015Company 391 LLCwww.company15.comExec Name 15VP of Marketing••••••••••••@••••.com82
00016Company 425 LLCwww.company16.comExec Name 16Founder••••••••••••@••••.com84
00017Company 203 LLCwww.company17.comExec Name 17CEO••••••••••••@••••.com86
00018Company 238 LLCwww.company18.comExec Name 18VP of Marketing••••••••••••@••••.com95
00019Company 252 LLCwww.company19.comExec Name 19CEO••••••••••••@••••.com90
00020Company 35 LLCwww.company20.comExec Name 20Founder••••••••••••@••••.com87
00021Company 509 LLCwww.company21.comExec Name 21VP of Marketing••••••••••••@••••.com92
00022Company 97 LLCwww.company22.comExec Name 22Founder••••••••••••@••••.com83
00023Company 323 LLCwww.company23.comExec Name 23CEO••••••••••••@••••.com94
00024Company 506 LLCwww.company24.comExec Name 24VP of Marketing••••••••••••@••••.com92
00025Company 470 LLCwww.company25.comExec Name 25CEO••••••••••••@••••.com98
00026Company 130 LLCwww.company26.comExec Name 26Founder••••••••••••@••••.com84
00027Company 273 LLCwww.company27.comExec Name 27VP of Marketing••••••••••••@••••.com85
00028Company 172 LLCwww.company28.comExec Name 28Founder••••••••••••@••••.com98
00029Company 513 LLCwww.company29.comExec Name 29CEO••••••••••••@••••.com82
00030Company 593 LLCwww.company30.comExec Name 30VP of Marketing••••••••••••@••••.com89
00031Company 77 LLCwww.company31.comExec Name 31CEO••••••••••••@••••.com85
00032Company 127 LLCwww.company32.comExec Name 32Founder••••••••••••@••••.com85
00033Company 584 LLCwww.company33.comExec Name 33VP of Marketing••••••••••••@••••.com99
00034Company 740 LLCwww.company34.comExec Name 34Founder••••••••••••@••••.com93
00035Company 111 LLCwww.company35.comExec Name 35CEO••••••••••••@••••.com81
00036Company 429 LLCwww.company36.comExec Name 36VP of Marketing••••••••••••@••••.com83
00037Company 766 LLCwww.company37.comExec Name 37CEO••••••••••••@••••.com87
00038Company 946 LLCwww.company38.comExec Name 38Founder••••••••••••@••••.com97
00039Company 368 LLCwww.company39.comExec Name 39VP of Marketing••••••••••••@••••.com83
00040Company 548 LLCwww.company40.comExec Name 40Founder••••••••••••@••••.com93
00041Company 173 LLCwww.company41.comExec Name 41CEO••••••••••••@••••.com92
00042Company 595 LLCwww.company42.comExec Name 42VP of Marketing••••••••••••@••••.com90
00043Company 64 LLCwww.company43.comExec Name 43CEO••••••••••••@••••.com97
00044Company 122 LLCwww.company44.comExec Name 44Founder••••••••••••@••••.com99
00045Company 190 LLCwww.company45.comExec Name 45VP of Marketing••••••••••••@••••.com95
00046Company 399 LLCwww.company46.comExec Name 46Founder••••••••••••@••••.com83
00047Company 102 LLCwww.company47.comExec Name 47CEO••••••••••••@••••.com93
00048Company 563 LLCwww.company48.comExec Name 48VP of Marketing••••••••••••@••••.com89
00049Company 635 LLCwww.company49.comExec Name 49CEO••••••••••••@••••.com94
00050Company 829 LLCwww.company50.comExec Name 50Founder••••••••••••@••••.com82
[ 49,950 ROWS LOCKED ]
>_ SYSTEM.ANALYSIS.LOG_

Scraping wealth managers was a pain. Their sites are behind aggressive bot protection, and most don't list direct emails. We had to combine SEC ADV filings, LinkedIn scraping, and a few proprietary tricks to get the numbers. Took months to crack, but now we have a solid pipeline.

The biggest challenge was deduplication. Same advisor appears multiple times across different RIA registrations. We built a fuzzy matching algorithm that cross-references names, CRDs, and addresses. It's not perfect, but it's 99% accurate. You'll get a few duplicates, but that's better than missing half your list.

We also scraped their AUM and fee structures from public filings. That data is gold for sales. Knowing who manages $500M vs $5B changes your pitch completely. We even pulled their compliance records for red flags. This list is not just contacts; it's a targeting cheat sheet.

Data Schema & Dictionary

CRD Number

The Central Registration Depository number assigned by FINRA. It's the unique identifier for each advisor. If you're verifying or enriching, this is your key.

Full Legal Name

The advisor's name as it appears on SEC filings. Don't trust first names from LinkedIn; this is the official record.

Firm Name

The legally registered entity, like 'XYZ Wealth Management LLC'. Useful for understanding the corporate structure and potential conflicts of interest.

Firm AUM

Assets Under Management reported on the ADV. This is a raw number, rounded, but it tells you if you're dealing with a boutique or a behemoth. Adjust your pitch accordingly.

Primary State

The state where the advisor's main office is located. Compliance rules vary by state, and so do marketing regulations. This field helps you target based on jurisdiction.

Email Address

Direct email we scraped from public sources. It's not 100% accurate, but we've verified a sample and it's above 90%. If it bounces, we'll replace the credit.

Phone Number

Office phone number. Often goes to a receptionist, but it's a starting point. We've included it because sometimes the direct line is gold.

Compliance Disclosure Count

Number of regulatory disclosures on their record. If it's more than zero, dig deeper. Could be a red flag or just a minor fine. Use it to filter out risky prospects.

Frequently Asked Questions

How fresh is this data?
We scrape it on the 1st of every month. If you find a bounce, tell us and we swap the credit. Simple.
Where do you get the email addresses?
We combine SEC registrations, LinkedIn, and other public sources. It's not 100% perfect, but we've tested it and the deliverability rate is above 90%. That's better than most lists out there.
Can I filter by AUM or state?
Yes, the CSV includes AUM and state columns. You can filter them in Excel or your CRM. That's the whole point of giving you the raw data.

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