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 over 17,000 investment firms, registered with SEC and state commissions, that manage assets for retail investors, and more than 27,000 retail investment professionals, such as financial planners, pension consultants, and security broker/dealers.

Access information on 17,000 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

Financial Advisor Profiles

MMD makes it easy to locate individuals with experience and expertise in a multitude of specialties.

Professional profiles include:

• Name
• Title
• Firm Name
• Address
• City, State, Country
• Phone Number
• Email Address
• Registered Rep Designation

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

Call MMD to set up a demo at +1 434.977.1450