410K US financial advisors / wealth managers using AI-driven digital platforms across banking, wealth management & payments. Ideal for fintech, AI, ML, NLP, conversational AI, & digital transformation outreach.
Filtered subset of US financial advisors and wealth managers from 1–3 selected institutions or 1–2 job roles. Buyer must specify desired filters (company, role, organization type, contact fields) in the checkout page notes form at time of purchase.
$390
Growth Slice (50,000)
Expanded coverage across multiple institutions and advisor roles within wealth management, retail banking, and payments. Buyer must provide segmentation criteria in the checkout page notes form (e.g., firms, roles, contact availability).
$1,900
Professional Slice (100,000)
Broad dataset covering all major US financial institutions and full advisor/manager role mix. Buyer must submit filter and segmentation requirements via the checkout page notes form to define the delivered slice.
$3,500
Enterprise File (410,600) ⭐
Complete US dataset including all firms, all roles, and all organization types. Optional segmentation instructions may be specified in the checkout page notes form; otherwise the full file is delivered.
Contact fields: Business email, phone (subject to availability)
License & delivery
License: Single-organization internal use
Restrictions: No resale, redistribution, or list brokering
Format: CSV
Geography: United States
Delivery: Secure download after filter confirmation
US Financial Advisors & Wealth Managers Using AI-Driven Digital Platforms is a curated B2B dataset of 410,600 verified US financial services professionals operating inside organizations actively adopting AI, machine learning, automation, and advanced digital analytics.
The audience spans wealth management, asset management, retail banking, investment advisory, and payments, with strong concentration in top-tier US financial institutions such as Morgan Stanley, Wells Fargo Advisors, Merrill Lynch, LPL Financial, Edward Jones, Raymond James, UBS, RBC Wealth Management, and Cetera.
This dataset is designed for fintech vendors, AI & GenAI platforms, CX and conversational AI providers, analytics vendors, and consulting firms targeting financial professionals involved in digital transformation, customer intelligence, automation, and data-driven decision making.
Conversational AI and automated customer engagement
NLP and unstructured data analysis
GenAI-powered business intelligence and self-service analytics
Digital journey optimization and intelligent automation
Coverage across asset & wealth management, retail banking, commercial banking, and payments
Common use cases
Account-based marketing (ABM) for fintech and AI platforms
GTM targeting for banking, wealth, and payments technology vendors
Market research and AI adoption analysis in financial services
Advisor-network outreach and enterprise sales prospecting
Data enrichment and segmentation for financial technology campaigns
Dataset fields include
Individual professional identifier
Company / financial institution
Job title and role classification
Business email and phone
Firm-level and role-level segmentation
Top Organizations (out of 503 total covered)
Organization
Count
Organization
Count
Morgan Stanley Wealth Management
62,362
D A Davidson & Company Inc
2,672
Wells Fargo Advisors LLC
47,996
Wells Fargo Advisors Financial Network L
2,575
Merrill Lynch Pierce Fenner & Smith Inc
30,252
J J B Hilliard W L Lyons LLC
2,142
LPL Financial LLC
19,183
Lincoln Investment Planning Inc
2,091
Edward Jones
14,209
Lincoln Financial Advisors Corp
2,019
Raymond James Financial Services Inc
13,101
American Portfolios Financial Svcs Inc
1,982
Stifel Nicolaus & Co Inc
12,129
Transamerica Financial Advisors Inc
1,849
RBC Wealth Management
11,013
Woodbury Financial Services Inc
1,683
Raymond James & Associates Inc
9,658
Voya Financial Advisors Inc
1,636
Cetera Advisor Networks LLC
8,737
K M S Financial Services Inc
1,610
AXA Advisors LLC
8,395
Invest Financial Corporation
1,561
Royal Alliance Associates Inc
6,883
Sigma Financial Corp
1,553
Janney Montgomery Scott LLC
5,438
Hornor Townsend & Kent Inc
1,532
MML Investors Services LLC
5,332
Legend Equities Corp
1,529
Ameriprise Financial Services Inc
5,053
Ameritas Investment Corp
1,472
Commonwealth Financial Network
4,776
Lincoln Financial Securities Corp
1,461
SagePoint Financial Inc
4,295
First Allied Securities Inc
1,450
Cadaret Grant & Co Inc
4,106
Cetera Financial Specialists LLC
1,417
Securities America Inc
3,810
MetLife Securities Inc
1,415
UBS Financial Services Inc
3,752
Wedbush Securities Inc
1,359
Robert W Baird & Co Inc
3,637
H Beck Inc
1,352
FSC Securities Corporation
3,431
The O N Equity Sales Company
1,344
Oppenheimer & Co Inc
3,393
Centaurus Financial Inc
1,305
H D Vest Investment Securities Inc
3,280
Cetera Advisors LLC
3,141
National Planning Corporation
2,949
Cambridge Investment Research Inc
2,761
All Contact Roles
Role
Count
Financial Planner
139,042
Financial Consultant
57,058
Investment Advisor Representative
56,374
Investment Advisor Representative
22,995
Financial Advisor
20,516
Wealth Manager
20,333
VP – Financial Consultant
20,189
LPL Financial Advisor
16,394
Junior Financial Planner
15,832
Finance Division Manager
14,736
Senior Wealth Manager
10,484
Senior Financial Planner
6,240
Junior Financial Consultant
5,289
Senior Financial Consultant
5,204
This dataset provides immediate access to a highly monetizable, AI-aligned financial services audience that is difficult to assemble at scale using generic B2B data sources.
