2,723,067
Insurance agents
Coverage & data quality
Understand the records behind your next opportunity.
Explore financial professionals and firms across insurance, securities and investment advice. Find the fields that fit your audience and understand what is recorded.
What you can explore
Useful detail, across your market.
Identity & registration
Names, CRD numbers, NPNs, recorded license and registration status, registered states, firm affiliations and employment history.
Contact information
Recorded addresses, phone numbers and emails. Availability varies by record; an email on file does not establish deliverability or consent.
Insurance detail
Explore lines of authority, carrier appointments, agency affiliations and license types where available.
Advisory & securities detail
Explore exams, professional designations, firm assets under management, client types, fee structures and other recorded business attributes.
Using the data
Plan around your requirements.
Coverage
Individuals can belong to more than one channel. Channel totals overlap and should not be added together.
Updates
Ask our team about refresh schedules and record availability for the data and delivery method your project needs.
Field availability
Not every record contains every field. Use registration status and contact requirements to define your search.
Data questions
For sourcing, coverage or licensing questions, contact our team.
Coverage at a glance
People and firms across channels.
204,128
Insurance agencies
650,029
Registered reps
3,239
Broker-dealer firms
438,695
Investment adviser reps
43,448
RIA firms
3,160,509
Professional records
250,585
Firms, all channels
Approximate coverage. Channel totals overlap and do not indicate current registration status. Contact us for coverage details.
Start with the audience you need.
Tell us about your project and the information that matters to your team.