Broker/Dealer Firms

Qualified Media (QM) develops and maintains comprehensive lists of financial professionals and sophisticated investors in the U.S. and Canada. These lists are used by research companies, recruiters and marketers to the financial industry. Management has been in the financial data business since 1966 offering unparalleled intelligence and insight based on what has worked for the successful marketers to the industry.

As a company that conducts research, compilation and cleansing of data we take privacy and security very carefully. The improper usage and/or dissemination of our various data products is strictly prohibited and monitored using various techniques including seeds, controls and secure co-location.

- The database -


To assure that the most recent professional information is what’s available to our clients, our multiple‐sourcing of data and its subsequent enhancement, maintenance and distribution counter the industry’s abnormally high mobility, and result in high‐integrity products that are unique in reflecting actual market size. This process involves algorithmic cross‐referencing and diligent testing with 3rd‐party providers of additional personal information such as demographics and opt‐in e‐mails.

Data points – 4,000 firms, of which over 8,000 officers

  • Address
  • Phone
  • Website (where available)
  • Firm Category
  • Officers Names & Titles
  • Number of Reps
  • Clearing Firm
  • AUM

Customized List

Please call us immediately so that a rep can customize a list for your company per all available data points. A request for counts does not require a commitment. Rates begin at $0.45/record, minimum $200.

Raw Data

Raw data is only advisable if your company has the internal technological capability to run searches on large amounts of data. The entire database, select large portions or its subcategories can be downloaded or sent on a CD-ROM, and can include any of the fields from the auto-generated and extended database. By default, file formats are in Excel or CSV, depending on size.

- E-mail Services -

Premium Subscription

As a company that collects, maintains and renders data accessible, we can help our BD firm subscribers distribute your message as to qualified professionals. Qualified Media currently maintains over 20,000 opt‐in e‐mails with distinguishable levels of management such as officer, principal or manager. Services are available beginning at $500 per month.