Custom Research

Competition means innovation, but innovation does not work unless you provide what your customers want. Erdos & Morgan can help you evaluate the viability of your ideas while they are still on the drawing board, measure the success of a particular product or ad campaign and understand how your audience perceives your brand.

Financial Advisors Database

Erdos & Morgan has compiled and maintains a proprietary database of financial advisors based upon SEC records. This proprietary database is designed to provide a comprehensive view of the retail investor advisor universe in the US. For the investor advisors we use a comprehensive sample of Financial Advisors (FAs), insurance broker/dealers, accounting firm advisors, financial consulting firm advisors and bank/credit union/trust company advisors. The Erdos & Morgan financial advisor database has approximately 1,800 FAs that have opted-in to participate in future custom market research studies.

We design and execute these and other studies:


  • Advertising/Concept Testing
  • Editorial
  • Subscriber
  • Tracking

Brand/Corporate Image

  • Corporate Image/Perception
  • Customer Awareness/Satisfaction

Product Development

  • New Product Development
  • Price Sensitivity

Uniquely yours.