Market Research Solutions

Access 10,000+
Verified Financial
Advisors

Conduct quantitative surveys and recruit advisors for qualitative research through our trusted, FINRA & SEC verified panel.

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Verified Advisors

FINRA & SEC

Verified Panel

Years Experience

About the Panel

Your Research Partner in
Financial Services

Use our panel to conduct quantitative surveys with financial advisors and to screen for qualitative research. Our high response rates mean faster turnaround than typically experienced with other sampling methods, leaving you with more time for analysis and reporting.

Trusted, Quality Respondents

All panel members verified as registered with FINRA and/or the SEC.

Robust & Diverse Panel

Mix of channels — Wirehouse, Regional IBD, RIA, Bank and Insurance — across AUM tiers from <$20M to $1B+ and all advisor age groups.

Strong Engagement

Strict security, meaningful incentives, continuous communications, and survey frequency limits lead to high retention and response rates.

Deep Industry Knowledge

Executive team with decades of experience conducting marketing research among financial advisors for leading financial institutions.

Flexible Services

Beyond panel access, we offer survey design, programming, data processing, analysis & reporting, interview moderation, and more.

Exceptional Value

Competitive incentive fees and per-interview panel costs. Our goal is for every client to feel they received exceptional value.

Additional Services

Beyond Panel Access

Survey Design

Survey Programming & Hosting

Data Processing & Crosstabs

Analysis & Reporting

Multivariate Analytics

Qualitative Services

Client Testimonials

Trusted by Industry Leaders

Financial Advisor Panel has been an extremely valuable partner for our research work with financial advisors. We’ve used the panel for both qualitative studies to test messaging and quantitative brand tracking for a large asset management client. The quality of the advisors and the responsiveness of the team make it easy to execute research quickly while still getting thoughtful, reliable insights.

— Sullivan

Financial Advisor Panel helped us survey 300 financial advisors on their use of alternative investments and the marketing content they rely on for research, education, and product information. The insights from the study became a powerful business development tool for our firm—we’ve shared the findings across LinkedIn, in meetings with clients, and at industry conferences. The panel made it easy to reach the right advisors and generate research that opened meaningful conversations with our clients and prospects.

— Wentworth Financial Communications

Financial Advisor Panel has been a valuable resource for helping us connect with financial advisors who use specific planning technologies, including competitive platforms. For multiple research initiatives, the panel helped us efficiently identify and survey the right advisors, allowing us to gather meaningful feedback from users of competitor products. The process was straightforward, the targeting was precise, and the insights we gained were extremely useful for our internal research.

— Leading Fintech

— Sullivan

Leadership

Meet the Founders

Jim Neuwirth

Managing Partner

25+ years of experience conducting financial services marketing research. After stints on the client side including Fidelity Investments and Bankers Trust Private Bank, Jim has led multiple marketing research and consulting firms. In addition to his role as Managing Partner at Financial Advisor Panel LLC, Jim is President of 8 Acre Perspective, a primary research and strategy firm focused on the financial services industry.

Dave Volpe