Wealth Advisors

We Help You to Better Manage Your Clients’ Financial Lives.

As one of the world’s largest independent research providers with 65 global analysts, CFRA offers a comprehensive view on global sector themes, industries, funds, and companies through in-depth qualitative research on 11 Sectors, 42 Industries,1,860+ ETFs, 22,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.

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Gain a comprehensive view on global sector themes, industries, and companies

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Leverage independent research to make intelligent investment decisions 

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Track ideas and portfolios for future reference

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Package analysis tailored for your client’s needs

How it Works
Explore Research
Access our full suite of research services through CFRA’s online portal, MarketScope Advisor, or your company’s distribution platform
Monitor Opportunities and Holdings
Create watchlists and hypothetical portfolios to analyze and maximize investment returns for your clients
Package and Share
Aggregate key insights, research and portfolio analysis to provide your client with independent and objective investment and portfolio advice
Use Cases

Financial Planning
Help your clients make the best decisions in achieving their lifestyle goals and guide them through circumstances they may face with independent objective insights and hypothetical analyses free of any conflict
Investment Management
Enable your clients to construct the portfolios they need to reach their retirement objectives with high-quality investment selections
Retirement Income
Ensure optimal investment vehicles in retirement that provide income necessary for your clients to enjoy their retirement
Provide your employees with extra help and analysis for their investment and retirement objectives
Contact Us
Please fill out the form below and a member of our sales team will be in touch with you shortly to discuss your needs. You can also call us directly at +1 800-220-0502.

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Forensic Financial ResearchLegal Catalyst ResearchFundamental Equity ResearchETF/Funds ResearchOther