Discovery Data

Financial Services Industry Database

Discovery Data offers the only database with a single consolidated view of the financial services industry, including 33,000 firms and over 600,000 professionals. Annual subscriptions to the database include access to our state-of-the-art online system, weekly updates and powerful tools such as Territory Builder, Trip Planner and business intelligence capabilities to follow industry trends and mine key data.

All broker-dealers (BDs)
2,300 trust companies
All investment advisory (RIA) firms
600,000 BD - RIA professionals