Advisor Targeting

Find the best prospects for your funds and ETFs

Identify and prioritize your top RIA, IBD and retirement advisor prospects based on actual shareholder positions.

Target where you can win

View in-depth profiles of over 14,000 RIAs and 1,500 IBDs — including retirement advisors — and pinpoint those most likely to sell your products.

Cloud-Based Mobile Application
Deep Data on Advisors
Predictive Sales Analytics
Prioritized Target Lists
Sales Talking Point Analysis
Intuitive User Experience

Precisely Target the Advisors and Broker Dealers Most Likely to Sell Your Products

Broadridge's Opportunity Hunter provides the data you need to zero in on your best prospects, and win business, quickly and easily.

How We Can Help

Insights for every opportunity

Actual tracked positions in mutual funds and ETFs.
RIA and IBD firms tracked.
RIA and independent/regional broker dealer (IBD) office locations tracked.
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