Lists:

Advisors Data Source offers you a variety of ways to market to the financial and insurance industries. The following lists are available for your marketing campaigns:

Life/Health Insurance Advisors
P&C Agents
Securities Advisors
RIAs
Broker/Dealers
Benefits Master List
Certified Public Accountant
Custom Databases

Custom Databases – find out more here!

Advisors Data Source guarantees deliverability:

  • 95% deliverability GUARANTEED: If you receive more than 5% undeliverables, we will credit your account for anything over 5%.
  • NCOA certified: We keep our databases current. When a contact moves, we make sure our lists reflect their changes of address.
  • 100% CASS certified: Your direct mail piece is regulated by post office standards.
  • Multi-source change of address: A process that uses an advanced suppression file to catch movers that a plain NCOA might miss.
  • Annual updates: Updated with NASD to ensure an active license. We start with a fresh list annually and offer quarterly updates on lists for clients with one-year, unlimited use.



Wiesner Financial Media • 7009 S. Potomac St . • Centennial, CO 80112 • 303-397-7600