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Ipreo’s Discovery Data Reports Total U.S. Financial Services Industry Firms Surpassed 39,000 for the First Time in History

New York – June 12, 2015 – Ipreo, a leading financial services industry provider of data on firms and professionals, announced today that its Discovery Data product has recorded over 39,000 actively registered U.S. financial services industry firms for the first time in history. The count includes broker-dealer, investment advisory and trust company firms registered with a U.S. regulator.

As of today, Discovery Data’s Financial Services Industry dataset reached 39,015 firms including 32,501 investment advisory (RIA) firms, 3,543 broker-dealer (BD) firms, 672 dually registered BD-RIA firms and 2,299 trust companies.

Discovery Data has been collecting and managing data for 13 years to assist clients with their distribution and recruiting needs, as well as business and strategic planning. The world’s largest and fastest growing asset managers, wealth managers, clearing firms, insurance companies and service providers recognize Discovery Data as the preeminent solution to identify, reach and do business with firms and professionals throughout the U.S.

“With the number of broker-dealers, trust companies and banks with fiduciary powers declining, it is the investment advisory channel that is driving the increase in the number of industry firms, and our data indicates that trend is accelerating,” stated Bob Herrmann, Managing Director of the Global Asset & Wealth Management division of Ipreo.

For more information on Discovery Data, contact 732-933-1899 or

About Ipreo

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 800 employees supporting clients in every major financial center around the world. For more information, please go to

About Discovery Data

Discovery Data offers the only single view of the financial services industry with access to all BD and RIA firms, over 670,000 BD and RIA reps, 2,400 trust companies and 1.7 million insurance agents via a state-of-the-art online system, and includes comprehensive firm and professional profiles encompassing hundreds of fields of data, sophisticated search capabilities, and business intelligence capabilities to follow industry trends and mine key data. Additional services include a comprehensive data hygiene program, extensive data feeds for integration with any CRM or data warehouse, data-driven market insight and strategic guidance. Many of the world’s largest and most successful asset managers, wealth managers, clearing firms, insurance companies and service providers rely on Discovery’s data and services to understand the industry, and to identify, reach and do business with firms and professionals throughout the United States. For more information, please go to


Press Contacts:

  • For Ipreo
  • Kate McKay
  • Managing Director, Global Marketing & Communications
  • 212.849.5060


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