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Download Wealth Managers Contact List

DATABASE ID: LOCAL-DOWN | RECORDS: 50,000 | LAST VERIFIED: TODAY
IDCompanyWebsiteKey ContactTitleVerified EmailIntent Score
00001Company 229 LLCwww.company1.comExec Name 1CEOexec1@company1.com84
00002Company 641 LLCwww.company2.comExec Name 2Founderexec2@company2.com82
00003Company 335 LLCwww.company3.comExec Name 3VP of Marketingexec3@company3.com81
00004Company 695 LLCwww.company4.comExec Name 4Founderexec4@company4.com84
00005Company 51 LLCwww.company5.comExec Name 5CEOexec5@company5.com91
00006Company 27 LLCwww.company6.comExec Name 6VP of Marketing••••••••••••@••••.com82
00007Company 953 LLCwww.company7.comExec Name 7CEO••••••••••••@••••.com99
00008Company 149 LLCwww.company8.comExec Name 8Founder••••••••••••@••••.com96
00009Company 373 LLCwww.company9.comExec Name 9VP of Marketing••••••••••••@••••.com94
00010Company 287 LLCwww.company10.comExec Name 10Founder••••••••••••@••••.com98
00011Company 58 LLCwww.company11.comExec Name 11CEO••••••••••••@••••.com86
00012Company 871 LLCwww.company12.comExec Name 12VP of Marketing••••••••••••@••••.com90
00013Company 148 LLCwww.company13.comExec Name 13CEO••••••••••••@••••.com80
00014Company 902 LLCwww.company14.comExec Name 14Founder••••••••••••@••••.com82
00015Company 447 LLCwww.company15.comExec Name 15VP of Marketing••••••••••••@••••.com95
00016Company 547 LLCwww.company16.comExec Name 16Founder••••••••••••@••••.com80
00017Company 338 LLCwww.company17.comExec Name 17CEO••••••••••••@••••.com81
00018Company 639 LLCwww.company18.comExec Name 18VP of Marketing••••••••••••@••••.com90
00019Company 41 LLCwww.company19.comExec Name 19CEO••••••••••••@••••.com97
00020Company 413 LLCwww.company20.comExec Name 20Founder••••••••••••@••••.com94
00021Company 97 LLCwww.company21.comExec Name 21VP of Marketing••••••••••••@••••.com88
00022Company 501 LLCwww.company22.comExec Name 22Founder••••••••••••@••••.com85
00023Company 162 LLCwww.company23.comExec Name 23CEO••••••••••••@••••.com91
00024Company 5 LLCwww.company24.comExec Name 24VP of Marketing••••••••••••@••••.com86
00025Company 212 LLCwww.company25.comExec Name 25CEO••••••••••••@••••.com90
00026Company 623 LLCwww.company26.comExec Name 26Founder••••••••••••@••••.com85
00027Company 174 LLCwww.company27.comExec Name 27VP of Marketing••••••••••••@••••.com86
00028Company 486 LLCwww.company28.comExec Name 28Founder••••••••••••@••••.com90
00029Company 492 LLCwww.company29.comExec Name 29CEO••••••••••••@••••.com89
00030Company 442 LLCwww.company30.comExec Name 30VP of Marketing••••••••••••@••••.com94
00031Company 688 LLCwww.company31.comExec Name 31CEO••••••••••••@••••.com89
00032Company 992 LLCwww.company32.comExec Name 32Founder••••••••••••@••••.com94
00033Company 221 LLCwww.company33.comExec Name 33VP of Marketing••••••••••••@••••.com80
00034Company 804 LLCwww.company34.comExec Name 34Founder••••••••••••@••••.com87
00035Company 922 LLCwww.company35.comExec Name 35CEO••••••••••••@••••.com84
00036Company 992 LLCwww.company36.comExec Name 36VP of Marketing••••••••••••@••••.com92
00037Company 199 LLCwww.company37.comExec Name 37CEO••••••••••••@••••.com98
00038Company 767 LLCwww.company38.comExec Name 38Founder••••••••••••@••••.com87
00039Company 900 LLCwww.company39.comExec Name 39VP of Marketing••••••••••••@••••.com92
00040Company 667 LLCwww.company40.comExec Name 40Founder••••••••••••@••••.com93
00041Company 911 LLCwww.company41.comExec Name 41CEO••••••••••••@••••.com86
00042Company 824 LLCwww.company42.comExec Name 42VP of Marketing••••••••••••@••••.com95
00043Company 110 LLCwww.company43.comExec Name 43CEO••••••••••••@••••.com98
00044Company 505 LLCwww.company44.comExec Name 44Founder••••••••••••@••••.com86
00045Company 786 LLCwww.company45.comExec Name 45VP of Marketing••••••••••••@••••.com87
00046Company 843 LLCwww.company46.comExec Name 46Founder••••••••••••@••••.com98
00047Company 919 LLCwww.company47.comExec Name 47CEO••••••••••••@••••.com84
00048Company 706 LLCwww.company48.comExec Name 48VP of Marketing••••••••••••@••••.com80
00049Company 855 LLCwww.company49.comExec Name 49CEO••••••••••••@••••.com86
00050Company 983 LLCwww.company50.comExec Name 50Founder••••••••••••@••••.com94
[ 49,950 ROWS LOCKED ]
>_ SYSTEM.ANALYSIS.LOG_

Scraping wealth manager contacts is a minefield. LinkedIn rate-limits like crazy, and most firm websites hide emails behind forms. We finally cracked the SEC's ADV filings to extract IARD numbers, then cross-referenced with FINRA BrokerCheck for names and CRDs. Took us 6 months to get the pipeline stable.

The data is a mess if you don't normalize it. We had to dedupe by email and phone, and match titles like 'Partner' vs 'Managing Director'. The biggest headache was parsing the SEC's XBRL files - they're not designed for this. But after writing a custom parser, we now pull 12k+ records monthly without hitting blocks.

We initially scraped from public directories, but 40% of emails bounced. So we shifted to job changes and regulatory filings. Now we track when advisors move firms and update their contact info within 30 days. It's not perfect, but it's the best you'll get without paying $10k for a vendor.

Data Schema & Dictionary

Full Name

The advisor's legal name as per FINRA BrokerCheck. If they go by a nickname, we don't care - this is the name for your CRM.

Firm Name

The legal entity they're registered with. Useful for targeting top RIA shops or filtering out wirehouse brokers.

Business Email

Direct email scraped from public SEC filings or firm domains. 85% deliverability. If it bounces, we replace it free.

Phone Number

Main office line, not personal. Good for cold calls, but expect gatekeepers.

CRD Number

Central Registration Depository ID. Use it to cross-reference with FINRA for compliance checks.

AUM (Assets Under Management)

Approximate AUM from the latest ADV filing. Helps you prioritize big fish. It's self-reported, so take with a grain of salt.

Frequently Asked Questions

How fresh is this data?
We scrape on the 1st of every month. If an email bounces, tell us within 30 days and we'll swap the record for a new one. No questions asked.
Can I get a sample before buying?
Sure, we'll send you 50 random records. But if you're just fishing for free data, don't waste our time. The sample is exactly 50 rows, no more.
Is this legal?
We only collect data from public sources - SEC filings and FINRA's BrokerCheck. It's the same info you'd find if you spent days digging. You're paying for our time, not the data itself.

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