Md. Monir Hossain
Md. Monir Hossain
Power BI Developer Lead Generation Expert Sr. Software Developer
Md. Monir Hossain

Portfolio

Registered Investment Advisers

Lead Generation

Registered Investment Advisers

Hi -

I would like to have the entire market of US registered investment advisers (RIAs) mapped - essentially I would like to build a master list of RIAs that includes the following information:

Company Name
Website
Street Address
City
State
Number of Employees
Assets Under Management (this is usually available on the company's website)

An RIA (as I am defining it) would be a firm that offers the financial planning and advisory services for individuals, and makes money primarily based on a fee charged as a % of assets under management. A good basic overview can be found here: https://www.forbes.com/advisor/investing/financial-advisor/ria-registered-investment-advisor/

If you are able to find out who the owner of the firm is, that would also be helpful (but is not required).