Simple, Transparent Pricing

    Choose Your Database Access

    Unlimited searches across our verified financial professional databases. No per-record fees. No hidden costs. Cancel anytime.

    Save up to 20%
    Broker-Dealers
    Access our comprehensive broker-dealer database
    50K+ Records
    $75/mo

    Billed annually at $900

    Save $288/year (24% off)
    • Unlimited searches
    • Full broker-dealer profiles
    • CRD numbers & licensing
    • Firm hierarchy data
    • CSV, Excel, PDF exports
    • API access included
    • Email & phone support
    Canadian Reps
    Complete Canadian financial representative data
    100K+ Records
    $150/mo

    Billed annually at $1,800

    Save $588/year (25% off)
    • Unlimited searches
    • All Canadian provinces
    • Registration details
    • Firm affiliations
    • CSV, Excel, PDF exports
    • API access included
    • Priority support
    RIAs
    Registered Investment Advisor database
    200K+ Records
    $233/mo

    Billed annually at $2,800

    Save $668/year (19% off)
    • Unlimited searches
    • AUM data & classifications
    • SEC/State registrations
    • Key personnel contacts
    • CSV, Excel, PDF exports
    • Salesforce integration
    • Dedicated support
    Insurance Agents
    Licensed insurance professionals nationwide
    500K+ Records
    $242/mo

    Billed annually at $2,900

    Save $688/year (19% off)
    • Unlimited searches
    • All license types
    • State-by-state coverage
    • Producer information
    • CSV, Excel, PDF exports
    • Salesforce integration
    • Priority support
    Most Popular
    Registered Reps
    The most comprehensive financial advisor database
    1.5M+ Records
    $479/mo

    Billed annually at $5,750

    Save $1,438/year (20% off)
    • Unlimited searches
    • Complete licensing history
    • Series 7, 63, 65, 66 data
    • Historical data since 1989
    • CSV, Excel, PDF, JSON exports
    • Salesforce integration
    • White-glove support
    • Custom data requests

    Need Multiple Databases?

    Get access to all profession types with our Enterprise package. Custom pricing, dedicated support, and API integrations tailored to your needs.

    Why Choose SIE Atlas?

    Founded 1966

    Nearly 60 years of industry expertise and data accuracy

    Natural Language Search

    Natural language queries for instant, precise results

    Multiple Exports

    CSV, Excel, PDF, JSON, and Salesforce integration

    Real-Time Updates

    Continuously updated database with fresh records

    Frequently Asked Questions

    Can I switch between databases?

    Yes! You can upgrade, downgrade, or switch databases at any time. Changes take effect at the start of your next billing cycle.

    Is there a free sample?

    Yes, we offer a free sample of data from each database so you can evaluate the quality before subscribing.

    What export formats are available?

    All plans include CSV, Excel, PDF, and JSON exports. Enterprise plans also get direct Salesforce integration.

    How often is the data updated?

    Our databases are updated continuously with the latest regulatory filings and licensing information.

    Do you offer volume discounts?

    Yes! Per-record pricing decreases significantly for larger purchases. We also offer enterprise packages for organizations needing multiple database access.

    What's your refund policy?

    We offer a 30-day money-back guarantee. If you're not satisfied, contact us for a full refund.