Financial Advisor & RIA Database for Data-Driven Growth
Access comprehensive financial advisor data with natural language search. Find qualified professionals by location, certifications, company, and more with natural language queries.
Bulk Discount Pricing Tiers
Comprehensive Data Solutions
Everything you need to find and access professional financial advisor data
2.6M+ Records
Comprehensive database of licensed financial professionals with detailed information and credentials. Historical data dating back to 1989.
Natural Language Search
Natural language processing to understand complex queries and deliver precise results.
Multiple Formats
Export data in CSV, PDF, Excel, or JSON formats for seamless integration with your systems.
About Select Information Exchange & SIE Atlas
About Select Information Exchange, Inc.
Founded in 1966, Select Information Exchange, Inc. (SIE) is a financial data and media company focused on connecting financial professionals with the information, products, and relationships they need. Over decades, SIE has supported publishers, asset managers, and marketers with highly targeted financial data, media buying, and investor communications solutions.
Historically, SIE operated brands such as Qualified Media and Stockfocus.com, which specialized in reaching financial advisors and sophisticated investors through direct mail, space advertising, and digital channels. Today, SIE continues that legacy as a data-driven intelligence company.
About SIE Atlas
SIE Atlas is the flagship platform of Select Information Exchange—a modern financial professional database built for asset managers, wealth management firms, fintechs, and recruiters. SIE Atlas provides a comprehensive, continuously updated view of licensed financial advisors, RIAs, and other professionals across the United States and Canada, with rich firmographics and contact data.
Using flexible search and filtering tools, teams can discover, segment, and prioritize advisors by geography, firm, licenses, AUM profile, product focus, and more. SIE Atlas is designed to support compliant outreach, smarter distribution, and better coverage decisions for sales, marketing, and recruiting teams. Learn more about Select Information Exchange, Inc. and SIE Atlas.
Headquarters
Select Information Exchange, Inc.
SIE Atlas Platform
848 Brickell Avenue, PH5
Miami, FL 33131, USA
Trusted by Industry Leaders
Nearly 60 years of expertise in financial data. Our databases are used by recruiters, asset managers, and fintech companies across North America.
Explore Our Databases
Six specialized databases covering every segment of the financial services industry
Registered Reps
1.5M+ Series 7, 63, 65, 66 licensed professionals
$599/mo →RIAs
200K+ Registered Investment Advisors
$289/mo →Insurance Agents
500K+ licensed insurance producers
$299/mo →Broker-Dealers
50K+ FINRA-registered firms
$99/mo →Canadian Reps
100K+ Canadian financial professionals
$199/mo →CPAs
250K+ Certified Public Accountants
View pricing →Frequently Asked Questions
What is SIE Atlas?
SIE Atlas is a financial advisor and RIA database platform operated by Select Information Exchange, Inc. It helps asset managers, wealth firms, fintechs, and recruiters discover and segment licensed financial professionals. Explore the SIE Atlas financial advisor and RIA database platform.
Who uses SIE Atlas?
SIE Atlas is used by distribution teams, marketing teams, recruiters, and data partners who need accurate, up-to-date information on financial advisors and RIAs across the United States and Canada.
What data does SIE Atlas include?
SIE Atlas includes firm and contact information, licenses, registrations, geography, and other firmographic fields that support compliant outreach and territory planning.
Ready to Access Professional Financial Data?
Join thousands of professionals using our database to find qualified financial advisors.