The Registered Investment Advisor Company caters to the Affluent Market by providing Financial Planning for individual investors and/or small companies.  Registered Investment Advisor Companies can also provide Portfolio Management Services to Institutions and Businesses.  Some companies also serve as consultants and assist in advisor selection.

Our RIA Company List contains the following fields of information:

.   Company CRD#
.   SEC #
.   Primary Business Name
.   Legal Name
.   Street Address
.   Contact Name
.   Business Phone
.   Type of Services Provided

You can purchase this list in its entirety or you can select by geographic area or by the type of services they provide.

Please contact us at info@targetmktg.net or call 800-839-0021 for counts and costs.