Lead-Lag Connect — Financial Advisor Intelligence

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Firms Advisors

Has Email Has LinkedIn

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Search across 430K+ advisors and 42K+ firms

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Firms by State

Firm Name	City	State	AUM	Accounts	Type	Contact

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Advisors by State

Name	Firm	City	State	AUM	Custodian	Contact

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Wholesaler Filters

$0 $1T+

Has Advisor Emails

13F Holdings — Wholesaler Intelligence

Search by stock/ETF name, ticker, or CUSIP — then filter by custodian, AUM, and territory

Firm Name	State	Custodian	Firm AUM	13F Value	Holdings	Emails	Top Holdings

Search SEC 13F holdings across 4,263 advisory firms

Find which firms hold specific stocks, ETFs, or funds — filter by custodian, AUM, and territory

Position Changes — Q3 to Q4 2025

Find advisors who just initiated, increased, decreased, or exited a position in any fund or stock. Use this to target high-intent wholesaler outreach with advisor emails and LinkedIn profiles.

Firm Name	State	Custodian	Firm AUM	Position Value	% Change	Emails	LinkedIn

Search for a ticker, issuer, or fund to see which advisory firms changed their position

Data: 982,447 position changes across 3,851 firms, Q3 → Q4 2025

Platform Dashboard

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Registered investment advisors

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Individual representatives

Total AUM

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Assets under management

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Including DC, PR, VI

Enriched Emails

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Verified contact data

Verified Emails

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Confirmed deliverable

Firms by State

Advisors by State

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