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Financial Advisors

Advisors for the retail market

MMD provides vital information on today’s top advisors

MMD has a vast number of profiles on financial advisors for the retail market. The financial advisors database contains profiles on investment firms, registered with SEC and state commissions that manage assets for retail investors, and retail investment professionals, such as financial planners, pension consultants, and security broker/dealers.

Access information on financial advisors

Among other information, MMD provides:

  • Number of clients
  • Asset managed
  • Discretionary and non discretionary assets managed
  • Office locations
  • Email address
  • Services offered
  • Affiliate/Subsidiary/Division relationship
  • Number of professionals
  • Market focus
  • Search functionality and reports that will allow you to find specific firms quickly

All information can be searched by a multitude of criteria and downloaded into Excel

Access this information anywhere at anytime through web-based MMD WebAccess

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