Your Premier Tool For Selling, Recruiting, Marketing And Understanding The Advisor, Agent, Broker/Dealer and Trust Marketplace

Meridian-IQ's next generation sales and marketing workflow engine incorporates the deepest and most accurate Advisor, Agent, Broker/Dealer and Trust database, in combination with cutting edge time management tools and business planning software.

Now powered by S&P® Capital IQ Research, Meridian-IQ is the largest provider of financial intermediary data and includes all the S&P Capital IQ data collected over the past 25 years on Registered Investment Advisers (RIAs) and Broker-Dealers (BDs) from the directories formerly known as the "Blue Book" and "Red Book".

Meridian-IQ offers the most robust data, cutting edge interface tools and top quality service to ensure our clients maximize their efforts.