US Finance Firms Contact List

@muneeb6767

Hey, this is a project type I'm comfortable with - compiling verified contact/firm data from regulatory sources rather than scraping guesswork. Sourcing approach: SEC's IAPD/ADV filings (Part 1 gives AUM, client counts, address) and FINRA BrokerCheck for RIAs and investment firms - both are structured, bulk-downloadable, and give a verifiable "as of" date for AUM. For family offices and CPAs, which aren't uniformly registered the same way, I'll cross-reference SEC exempt reporting advisers (for larger family offices), state CPA board licensee databases, and firm websites/Crunchbase for the rest, always keeping a source link per row so you can spot-check. Emails/phones: pulled from firm websites (contact/team pages) and ADV filer contact info where available - I don't fabricate or guess formats; if a direct email isn't confirmable, I'll flag it rather than leave a fake one. Filtering: I'll sort/filter by AUM or client-size bracket at compile time to weight toward sub-$5B firms as requested, rather than delivering an unfiltered dump. Output: one workbook, separate tabs per category, columns exactly as you listed (name, category, AUM/size bracket, email, phone, website, source link, date verified). Process: I'll build a 10-15 row sample per category first for your review, then scale to 200+ once you confirm formatting/relevance. Question: for CPAs specifically, are you after firms with wealth-advisory/high-net-worth practices, or general CPA firms broadly?

@MQamar123

As an experienced software developer with a deep understanding of various languages and frameworks such as Python, Node.js, and PHP, the skills necessary to expand your project excels are at my fingertips. Web scraping, one of my expertise, could be instrumental to compile reliable data from various sources as you have mentioned. My 7+ years of industry experience reflects my ability to navigate and employ complex technologies while maintaining time and quality commitment. Working with you isn't just about the deliverables; it's about ensuring that the results meet or exceed your expectations. For instance, I understand that you require a sample build-out for confirmation before proceeding with the full project. I'm not only willing but also eager to provide that service to you because it underscores my professional values: transparency and consistency. Moreover, my projects have heavily focused on versatility and adaptability; these qualities should serve well in this endeavor too. With your preference for firms under $5B in AUM or equivalent scale, I'll be diligent in ensuring your spreadsheet targets small-to-mid cap players accordingly. The breadth of my software development experience puts me at an advantageous position to grasp new technologies quickly and contribute effectively.

@mundadiya

With extensive experience in data research and organization, I can create a targeted spreadsheet for small to mid-cap players in the US financial industry. I have successfully sourced similar data using SEC filings and other databases for accurate information. Could you clarify if there are specific regions within the United States you are focusing on for these target companies? Regards, mundadiya

@enricos0

Hi there, Imagine a world where you have a clean, user-friendly spreadsheet at your fingertips, perfectly tailored to target small- to mid-cap players in finance. That’s where I come in. I’ve successfully sourced similar contact lists before, ensuring all data is accurate and verified, so you can confidently reach out to the right firms. I see you’re looking for a minimum of 200 qualified entries across family offices, investment firms, RIAs, and CPAs. I’ll ensure each entry includes the latest AUM or client size metrics, making your outreach seamless and efficient. With a knack for data organization and attention to detail, I specialize in creating integrated spreadsheets that meet client needs. My commitment to speedy communication and fast turnaround times has earned me returning customers. I am available for a quick chat! Regards, enricos0

@Ritesh11gupta

I’ve worked on similar data scraping projects before and understand the importance of a clean spreadsheet. Targeting small- to mid-cap firms sounds exciting! What specific data points are you looking to include?