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Find advisory firms

Find wealth management firms by assets, licence, and region

Advisory firms publish more than most service businesses, because they have to. Team pages, office listings, and headcount records give you a size band before you spend anything.

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Assets under management decides everything about how an advisory firm buys. A two-advisor practice runs on whatever the custodian bundles; a firm past a certain size hires an operations lead and starts buying software deliberately. Band the list by size first and the messaging writes itself.

Three layers build that band. Open Web Ninja lists the office and its address; Serper fills the gaps a single listing source leaves, especially for firms with a thin local presence; People Data Labs carries headcount and the advisors themselves. Contact resolution runs as a column, Blitz API first and LeadMagic on what is left.

Keep the size evidence on the row. Whether a band came from a team page, an office listing, or a headcount record matters when someone challenges the list, and a cell that remembers its source settles that in seconds.

Example searches

Ask for it the way you'd say it

Every search below runs on the same hosted Tables, with the cost previewed before anything is spent.

  • Band by firm size

    advisory firms with between five and thirty advisors, independent rather than wirehouse branches

    Advisor count and affiliation land in separate columns, so a branch office is visible as a branch instead of looking independent.

  • Breakaway teams

    advisory practices founded in the last three years by advisors who left a larger firm

    Founding year sits beside the advisors' prior employers, which is the cleanest public read on a breakaway.

  • Operations owner, not the advisor

    for each firm find the chief operating officer or director of operations with a work email

    Operations titles only exist above a certain size, so the table records what it found rather than inventing a role the firm does not have.

Plays

Three motions you can run this week

Each one is a chain of Oxygen primitives — the same hosted objects your workspace already has, composed.

  • Size-banded advisory list

    Firms grouped by advisor count so the pitch matches the buying committee that exists.

    1. Tables
    2. Records
    3. Sequences
    1. 1Source firms by state and dedupe on domain before any paid column runs.
    2. 2Band by advisor count, promote the bands you sell to, and write one sequence per band.
    oxygen search run

  • Catch breakaway practices early

    New independent firms hear from you while they are still choosing systems.

    1. Tables
    2. Workflows
    3. Sequences
    1. 1Bind the state search as a feed with a per-cycle cap, and flag rows whose founding year is inside your window.
    2. 2Enroll arrivals under a small daily send limit so a new list cannot burn a domain.
    oxygen feeds bind

  • Operations lead where one exists

    Larger firms get a message aimed at the person who owns the tooling decision.

    1. Tables
    2. Sequences
    3. Messages
    1. 1Filter to firms above your advisor threshold and resolve the operations title per row.
    2. 2Enroll only rows where that title resolved, and send the rest to a principal-led sequence.
    oxygen find email

Who you can reach

Roles you can find at wealth management and advisory firms

Reachability is per channel: a role marked for mobile is one the phone waterfall usually resolves, not a guarantee for every record.

RoleSeniorityReachable by
Founding advisor or principalOwner/FounderWork emailLinkedInMobile
Managing directorC-levelWork emailLinkedIn
Chief operating officerC-levelWork emailLinkedIn
Director of operationsDirectorWork email
Chief compliance officerDirectorWork emailLinkedIn
Client service managerManagerWork email

Filters you can search on

  • Advisor headcount band
  • Independent, branch, or hybrid affiliation
  • State, metro, or country
  • Year the firm was founded
  • Client focus named on the site
  • Number of office locations
  • Team page with named advisors

Registered firms with a public team page resolve cleanly on size, location, and named advisors. Two-person practices operating under a larger firm's registration are the difficulty: they look like independents on a listing but share a parent's domain, so check affiliation before treating one as its own account. Personal advisor emails resolve less often than firm addresses.

Data sources

What the data actually comes from

Every value lands with its provider and cost recorded on the cell.

  • Op

    Open Web Ninja

    Office listings with address, phone, and site, the anchor for a state or metro sweep.

  • Serper

    Search and map results that fill gaps where a single listing source has thin local coverage.

  • People Data Labs

    Headcount, founding year, and the advisors and operations staff attached to each firm.

  • Blitz API

    Opens the work-email chain so most firm contacts resolve before a metered lane runs.

  • LeadMagic

    Second lane for email and mobile on the residual, charged when it returns a result.

Run these on Oxygen's managed credits, or connect your own provider keys and pay the vendor directly — the same columns, the same runs, the same provenance either way. See every integration.

Limits

Where this stops

  • Assets under management is self-reported wherever it appears, and it is often a range rather than a number. Band on it, do not quote it back to a prospect as fact.
  • Affiliation is easy to misread. An advisor operating under a larger firm's registration may still present as an independent practice on every public page.

FAQ

Questions people ask first

Can I filter advisory firms by assets under management?
By band, not by figure. Advisor count, office count, and stated client focus give a workable size band, and that is enough to decide which message a firm should get.
How do I spot a breakaway practice?
Founding year plus the advisors' prior employers. A firm two years old whose principals all came from the same large institution is almost always a breakaway, and those buy tooling early.
Who actually signs for software at a firm this size?
Below roughly ten advisors, the founding advisor. Above that, an operations or compliance lead usually owns it. The row stores whichever title resolved so you write to the real owner.
Is a branch office a separate account?
Rarely. Branch offices of a national firm normally cannot buy independently, so keep affiliation as a column and suppress the parent domain once rather than mailing every branch.
Do I need a phone lane for this segment?
It helps. Firm addresses resolve more often than personal ones, so rows with only a general inbox are better routed to a call step than pushed through an email sequence.
Can I show a colleague why a firm made the list?
Yes. Every cell keeps the provider, the cost, and the source behind it, so a teammate can open the row and see exactly which evidence put the firm in a band.

Build your wealth management and advisory firms list

Start with a search, preview the cost before anything is spent, and keep the rows, sources, and runs in a workspace you own.

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