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LIVESKU: DB-RIA-MATL

Mid-Atlantic RIA Dataset

893 Firms • Regional Pack (MD, PA, DE, NJ, NY, VA, WV)

Dataset Overview

893 state-registered RIA firms across seven Mid-Atlantic states: Maryland, Pennsylvania, Delaware, New Jersey, New York, Virginia, and West Virginia.

The Mid-Atlantic pack is the highest-density regional file in the DataBILT catalog — 893 firms across a compact, economically integrated geography. Ideal for regional distribution teams, bank-affiliated RIA programs, and Mid-Atlantic-focused fund managers building prospect infrastructure.

43 structured fields. Sourced from the SEC/FINRA IAPD State IA Compilation Feed as of May 21, 2026. Delivered as instant-download ZIP (Excel + CSV).

State Coverage

This dataset includes comprehensive coverage for the following states:

StateAbbr
MarylandMD
PennsylvaniaPA
DelawareDE
New JerseyNJ
New YorkNY
VirginiaVA
West VirginiaWV

Use Cases

  • Regional wholesaler territory management
  • Bank and broker-dealer affiliated RIA mapping
  • M&A target identification (near-threshold AUM firms)
  • State-by-state fee model comparison
  • CRM import for Mid-Atlantic distribution build
One-Time Purchase Price
$759
  • XLSX file with Cover / Data / Summary tabs
  • CSV format for CRM or workflow import
  • Full Data Dictionary
  • README file
  • License and Disclaimer documentation
Get the Mid-Atlantic Dataset

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Product Info: Public-source data product. Not compliance-verified. Not investment advice. Not a recommendation of any kind.