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Reach the most experienced and successful financial planners and advisors with our ERISA Financial Planners & Advisors Database. Each investment professional in our database holds various certifications and licenses. These highly qualified financial planners are members of key financial planner associations such as: Chartered Financial Associates (CFA), National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA ), National Association of Independent Financial Advisors (NAIPFA), and International Association of Registered Financial Advisors (IARFC). Also included in our database is registered financial advisors in ERISA pension fund filings and registered stock brokers approved by the SEC.
Recommended Usage
Our ERISA Financial Planners & Advisors Database is great for a variety of offers including: luxury travel, business products, cigars, country club memberships, wines, and more.
Consider the Facts
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The median salary for financial planners is $70,000
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The 90th percentile salary in financial planning is in excess of $200,000
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The financial planning sector is growing 1.5% each year
How Our Data is Compiled
Our data comes directly from the U.S. Department of Labor as well as from various financial planning and financial advisor industry associations. Not only do we cross reference a multitude of sources to ensure the most accurate data, we also verify each business by phone on an annual basis to keep our records up-to-date. This continuous verification process yields the most reliable and deliverable contact information in the industry. When you use our data, you are guaranteed accuracy and deliverability. Our compilation team processes the entire database against the National Change of Address (NCOA) file monthly. The list is also CASS certified to ensure further accuracy.
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