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Download Wealth Managers Email List

DATABASE ID: LOCAL-DOWN | RECORDS: 50,000 | LAST VERIFIED: TODAY
IDCompanyWebsiteKey ContactTitleVerified EmailIntent Score
00001Company 851 LLCwww.company1.comExec Name 1CEOexec1@company1.com97
00002Company 462 LLCwww.company2.comExec Name 2Founderexec2@company2.com83
00003Company 637 LLCwww.company3.comExec Name 3VP of Marketingexec3@company3.com96
00004Company 150 LLCwww.company4.comExec Name 4Founderexec4@company4.com81
00005Company 919 LLCwww.company5.comExec Name 5CEOexec5@company5.com97
00006Company 3 LLCwww.company6.comExec Name 6VP of Marketing••••••••••••@••••.com89
00007Company 135 LLCwww.company7.comExec Name 7CEO••••••••••••@••••.com90
00008Company 111 LLCwww.company8.comExec Name 8Founder••••••••••••@••••.com93
00009Company 578 LLCwww.company9.comExec Name 9VP of Marketing••••••••••••@••••.com85
00010Company 843 LLCwww.company10.comExec Name 10Founder••••••••••••@••••.com81
00011Company 255 LLCwww.company11.comExec Name 11CEO••••••••••••@••••.com93
00012Company 820 LLCwww.company12.comExec Name 12VP of Marketing••••••••••••@••••.com84
00013Company 614 LLCwww.company13.comExec Name 13CEO••••••••••••@••••.com80
00014Company 381 LLCwww.company14.comExec Name 14Founder••••••••••••@••••.com83
00015Company 37 LLCwww.company15.comExec Name 15VP of Marketing••••••••••••@••••.com85
00016Company 907 LLCwww.company16.comExec Name 16Founder••••••••••••@••••.com83
00017Company 309 LLCwww.company17.comExec Name 17CEO••••••••••••@••••.com95
00018Company 60 LLCwww.company18.comExec Name 18VP of Marketing••••••••••••@••••.com94
00019Company 823 LLCwww.company19.comExec Name 19CEO••••••••••••@••••.com92
00020Company 422 LLCwww.company20.comExec Name 20Founder••••••••••••@••••.com98
00021Company 426 LLCwww.company21.comExec Name 21VP of Marketing••••••••••••@••••.com83
00022Company 584 LLCwww.company22.comExec Name 22Founder••••••••••••@••••.com96
00023Company 358 LLCwww.company23.comExec Name 23CEO••••••••••••@••••.com95
00024Company 941 LLCwww.company24.comExec Name 24VP of Marketing••••••••••••@••••.com81
00025Company 572 LLCwww.company25.comExec Name 25CEO••••••••••••@••••.com93
00026Company 26 LLCwww.company26.comExec Name 26Founder••••••••••••@••••.com96
00027Company 577 LLCwww.company27.comExec Name 27VP of Marketing••••••••••••@••••.com88
00028Company 370 LLCwww.company28.comExec Name 28Founder••••••••••••@••••.com88
00029Company 529 LLCwww.company29.comExec Name 29CEO••••••••••••@••••.com96
00030Company 475 LLCwww.company30.comExec Name 30VP of Marketing••••••••••••@••••.com98
00031Company 519 LLCwww.company31.comExec Name 31CEO••••••••••••@••••.com85
00032Company 80 LLCwww.company32.comExec Name 32Founder••••••••••••@••••.com99
00033Company 898 LLCwww.company33.comExec Name 33VP of Marketing••••••••••••@••••.com94
00034Company 997 LLCwww.company34.comExec Name 34Founder••••••••••••@••••.com80
00035Company 674 LLCwww.company35.comExec Name 35CEO••••••••••••@••••.com89
00036Company 803 LLCwww.company36.comExec Name 36VP of Marketing••••••••••••@••••.com87
00037Company 47 LLCwww.company37.comExec Name 37CEO••••••••••••@••••.com85
00038Company 470 LLCwww.company38.comExec Name 38Founder••••••••••••@••••.com98
00039Company 848 LLCwww.company39.comExec Name 39VP of Marketing••••••••••••@••••.com82
00040Company 305 LLCwww.company40.comExec Name 40Founder••••••••••••@••••.com82
00041Company 149 LLCwww.company41.comExec Name 41CEO••••••••••••@••••.com82
00042Company 488 LLCwww.company42.comExec Name 42VP of Marketing••••••••••••@••••.com80
00043Company 436 LLCwww.company43.comExec Name 43CEO••••••••••••@••••.com91
00044Company 759 LLCwww.company44.comExec Name 44Founder••••••••••••@••••.com96
00045Company 880 LLCwww.company45.comExec Name 45VP of Marketing••••••••••••@••••.com85
00046Company 638 LLCwww.company46.comExec Name 46Founder••••••••••••@••••.com96
00047Company 235 LLCwww.company47.comExec Name 47CEO••••••••••••@••••.com81
00048Company 401 LLCwww.company48.comExec Name 48VP of Marketing••••••••••••@••••.com98
00049Company 761 LLCwww.company49.comExec Name 49CEO••••••••••••@••••.com94
00050Company 466 LLCwww.company50.comExec Name 50Founder••••••••••••@••••.com86
[ 49,950 ROWS LOCKED ]
>_ SYSTEM.ANALYSIS.LOG_

Scraping wealth managers was a pain in the ass. Their sites are mostly behind login portals, and the public directories are stale. We had to hit SEC ADV filings, cross-reference with FINRA BrokerCheck, and scrape LinkedIn profiles for emails. Took us three months to crack the pattern, but now we pull a fresh list every quarter.

The biggest issue was deduplication. Many advisors work for multiple RIAs or have changed firms. We built a fuzzy matching algorithm that checks names, emails, and CRD numbers. It's not perfect, but it catches 95% of duplicates. The remaining 5% are probably intentional, like separate business entities for tax reasons.

Email deliverability is a constant battle. We verify every address with a triple opt-in process: SMTP check, domain MX record, and a bounce list from our own campaigns. Even then, about 10% will bounce within a month because advisors switch firms or retire. That's why we offer a quarterly refresh. You're not paying for dead weight.

Data Schema & Dictionary

Full Name

The advisor's legal name as registered with FINRA. No nicknames, no middle initials unless they're in the official record. Sales reps need this to personalize outreach and avoid sounding like a bot.

Email Address

Direct work email, usually corporate but sometimes personal if that's what's on file. We've verified it's valid at the time of scrape. If it bounces, you get a credit. Don't complain.

Firm Name

The RIA or broker-dealer they're currently affiliated with. This changes often, so it's as of the last scrape. Useful for targeting specific firms or understanding the competitive landscape.

CRD Number

The unique identifier assigned by FINRA. This is gold for cross-referencing with other datasets or checking disciplinary history. You can also use it to look up their U4 on BrokerCheck.

City & State

Physical location of their primary office. Handy for local events or timezone-based email scheduling. Don't assume it's where they live—it's where they work.

Phone Number

Direct line or main office number, depending on what's public. We don't guarantee it's a cell, but it's the number listed on their ADV or BrokerCheck. Use it for call campaigns if you're into that.

AUM (Assets Under Management)

Approximate AUM in millions, from the latest ADV filing. This is a rough estimate—some advisors inflate it. But it gives you a quick way to segment the big fish from the small fry.

Frequently Asked Questions

How fresh is this data?
We scrape it on the 1st of every month. If you buy it, you get the most recent pull. If an email bounces within 30 days, tell us and we'll swap it for a valid one. Simple.
Is this legal? I don't want to get sued.
We only scrape public sources: SEC ADV filings, FINRA BrokerCheck, and corporate websites. No hacking, no stolen databases. This is public info, just aggregated. You're fine as long as you use it for legitimate business outreach, not spam. Check CAN-SPAM if you're in the US.
Can I get a sample before buying?
Yes, we'll send you a CSV with 50 random rows so you can verify the quality. Just email us with your domain and we'll send it over. Don't expect the full list for free—that's not happening.

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