Structured Market Data.
Built for Commercial Distribution.
DataBILT packages public regulatory data into institutional-grade structured datasets — delivered as Excel + CSV, ready for CRM import, internal review, and distribution workflow on day one.
Why DataBILT Exists
Most advisor databases tell you who exists.
DataBILT is built to help you identify who deserves attention.
Regulatory filings contain thousands of structured fields — but very few of them point to what’s actually changed, what’s worth a closer look, or where a relationship is most likely to convert. We structure SEC and FINRA data into commercial-ready datasets designed to help wholesalers, recruiters, placement agents, and distribution teams focus on the right opportunities faster — not just the largest list.
Choose the Right Dataset for Your Market
Select from our nationally compiled packs or region-specific datasets. Clean, validated structures formatted for immediate business use.
National RIA Pack
16,259 State-Registered RIA Firms · All 50 States
- 43 structured fields
- AUM tier classification
- Fee model indicators
- Disciplinary flags
- Web presence status
Mid-Atlantic RIA Pack
893 Firms · MD · PA · DE · NJ · NY · VA · WV
- 43 structured fields
- Regional concentration
- M&A target signals
- Excel + CSV delivery
- High-density territory design
Texas RIA Dataset
696 Firms · State of Texas
- 43 structured fields
- State of Texas coverage
- AUM tiers & Fee model
- Custody indicators
- Excel + CSV delivery
California RIA Dataset
1,284 Firms · State of California
- 43 structured fields
- State of California coverage
- Largest single-state catalog
- CRM & workflow import ready
- Excel + CSV delivery
Florida RIA Dataset
613 Firms · State of Florida
- 43 structured fields
- State of Florida coverage
- AUM tier & Client type
- Disciplinary flags
- Excel + CSV delivery
ERA Manager Dataset
6,527 SEC Exempt Reporting Advisers
- 42 structured fields
- All active ERAs nationally
- Private fund type indicators
- Entity structure mapping
- Disciplinary flags & custody
Who Uses DataBILT Data
Our files are optimized for CRM import and pipeline construction across key financial services sectors.
Wholesalers & Distribution Teams
Build targeted RIA prospect lists by state, AUM tier, or fee model. Import directly to Salesforce or HubSpot to kickstart outreach.
Fund Administrators
Map the exempt reporting adviser landscape. Identify potential fund admin clients by structure and filing type.
Cap Intro & Placement Agents
Source alts-receptive advisory firms. Filter by AUM tier and alternatives exposure signals.
Data Resellers & Platforms
License structured public-source data for downstream enrichment, CRM integration, or building internal platforms.
Regtech & Compliance Firms
Reference state-registered adviser populations with disciplinary flags and custody indicators structured and export-ready.