RIA Database
Find RIAs that fit the strategy—not just firms with a name and a phone number.
Use an RIA database to isolate advisory firms and wealth platforms whose mandate, firm profile, and alternatives posture justify a distribution conversation.
What this route is for
Managers building a repeatable RIA distribution channel for alternatives, private credit, real assets, or other specialist strategies.
The database is the starting point. The work is to reduce a broad market into a credible coverage plan before the team starts filling CRM with undifferentiated names.
How should a manager use an RIA database?
Start with the firms that fit the strategy, then use the score and CRM workflow to determine who receives outreach, follow-up, and senior coverage. The objective is an operating list, not a larger file.
Filter before outreach
- RIA and wealth-platform classification
- Firm scale and organizational context
- Mandate alignment for the strategy
- Priority Score for call-list ordering
Operating outcomeGive the RIA channel a prioritization system before it becomes an unowned export in CRM.
From data to execution
Research is not the operating model.
AllocatorBase connects database work to mandate alignment, Priority Scoring, and CRM ownership. When the team needs the infrastructure layer, the services engagement starts from the list the team has already built.