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Built for Financial services & insurance
Advisors, brokers and agents are all publicly registered.
FINRA BrokerCheck and the SEC’s IAPD name every broker and investment adviser with employment history. NMLS covers mortgage originators. State insurance departments license every producer. All free, all public.
780
BUSINESSES IN A TYPICAL SWEEP
$0.00
DATA COST, FREE SOURCES
~1,100
CONTACTS EXPECTED
Where this industry’s data livesFREE
FINRA BrokerCheckfree · brokercheck.finra.org
Brokers, firms, employment history, disclosures
US · free
SEC IAPD / Form ADVfree · adviserinfo.sec.gov
Registered investment advisers, AUM, principals
US · free
NMLS Consumer Accessfree · nmlsconsumeraccess.org
Mortgage originators and companies by NMLS ID
US · free
State insurance departmentsfree · naic.org
Licensed insurance producers and agencies
Per state · NAIC
FDIC / NCUAfree · fdic.gov
Banks and credit unions with officers
US
A contact it finds
GW
Grant Walsh
Managing partner · Keystone Advisors
gwalsh@keystoneadvisors.comDeliverable
finra · registry · 0.98
Afit 81intent 70
Websites we read
The firm website, team, advisors, and leadership pages
Google Business profiles
LinkedIn public company pages (public only)
RIA and broker-dealer disclosure brochures
Find contacts you can actually trust.
Start free with your own keys. See what free sources alone can do before you spend a thing.