Get unmatched visibility into markets, momentum, and policy with CFRA’s integrated research suite. From investment selection to risk management, gain real-time access to the insights trusted by leading financial advisors.
Independent Research Designed for Financial Advisors
Enhance Your Investment Decisions with Actionable Stock, ETF & Mutual Fund Research
Gain Real-Time Access to CFRA’s Full Research Suite, Including MarketScope Advisor, Lowry Research, and Capitol Insights
Independent & Unbiased
CFRA delivers conflict-free insights—no money management, trades, or competing products.
Global Coverage
1,650+ global companies (qualitative), 13,000 companies (quantitative), 3,600+ ETFs, 16,000+ mutual funds, plus NYSE/NASDAQ technical analysis and public policy insights.
Proprietary Methodologies
Our proprietary research helps Advisors generate excess returns through fundamental analysis, while leveraging Supply & Demand indicators for unbiased insights.
Proven Performance
Our proprietary 5-level STARs ranking system identifies market opportunities, with Strong Buy-Buy-Hold rankings consistently outperforming indices.
Integrated Research to Power Every Strategy
From fundamental and technical analysis to policy-driven insights, CFRA’s product suite including MarketScope Advisor, Lowry Research and Capitol Insights equips financial advisors with the tools and intelligence needed to navigate markets, manage portfolios and stay ahead of regulatory shifts.
Smarter Research. Better Portfolios. Confident Decisions.
Get the research edge you need to guide clients with confidence—powered by CFRA’s deep data and strategic insights.
- Broad Investment Coverage: Analyze 3,600+ ETFs, 16,000+ mutual funds, and 1,650+ global stocks—all backed by CFRA’s proprietary ratings and data.
- Macro Expertise with Impact: Access exclusive outlooks from Sam Stovall, whose insights guide over $1 trillion in advisor-driven AUM decisions.
- Forward-Looking Sector Intelligence: Leverage sector forecasts across 11 sectors and 68 industries—updated semiannually in 53 proprietary surveys.
- Efficiency Tools That Deliver: Screen investments using 30+ criteria, monitor performance with real-time alerts, and access 15 pre-built model portfolios.
- Exclusive Advisor Access: Join 100+ live and on-demand analyst calls and webinars annually, plus daily updates on market movers and economic shifts.
LPL Packages
MarketScope Advisor PREMIUM
- Stock Reports
- ETF Research & Reports
- Mutual Fund Research & Reports
- Industry Surveys
- Market News & Commentary
MarketScope Advisor PLATINUM
- Premium package, plus:
- CFRAs Proprietary Equity Model Portfolios
- CFRAs Proprietary ETF Model Portfolios
- Fixed income research & reports
MarketScope Advisor PLATINUM PLUS
- PLATINUM PLUS package, plus:
- Fixed Income Research & Reports
Set-Up Instructions for MarketScope Advisor:
- Complete the Technology - Request to Add or Remove products form
- In Section VII: Vendor Affinity Products, select your preferred MarketScope Advisor package
- Once complete, email to repimaging.email@lpl.com or fax to 858.202.8350
See the Market Clearly with Lowry OnDemand
Cut through the noise with time-tested indicators, expert commentary, and professional-grade tools designed to help advisors make sharper, faster investment decisions.
- Proven Market Indicators Since 1938: Track buying and selling pressure with proprietary tools trusted by professionals for over 85 years.
- Actionable Buy & Sell Signals: Pinpoint entry and exit opportunities with timely alerts refined from decades of data.
- Daily & Weekly Expert Commentary: Stay on top of market shifts with perspective from analysts holding 120+ years of combined experience.
- Top-Ranked Stock & Sector Tools: Use relative strength rankings, advanced stock screening, and model portfolios to identify winners.
- Real-Time Risk Alerts: Get daily scans and special situation alerts to help protect your clients and stay a step ahead.
LPL Packages
Lowry OnDemand PRO
- 23 Additional Buy & Sell Ideas
- Institutional Report
- Interactive Market Charts & Graphs
- NASDAQ Daily Stats & Closing Comment
- Enhanced Sector Analysis
- Limited Analyst Q&A via Email
Set-up Instructions for Lowry OnDemand:
- Visit LowryResearch.com;
- Click "Take A Trial" button for your 2-week, no obligation trial;
- Select "Wealth Manager" and click continue;
- Enter contact information and then continue.
Policy Clarity for Smarter Investment Strategies.
Cut through political noise with expert-driven insights that connect public policy and legal developments to market outcomes.
- 50+ Years of Trusted Analysis: Independent, non-partisan research trusted by institutional investors since 1973.
- Actionable, Bi-Monthly Policy Updates: Stay informed with forward-looking commentary on market-moving legal and regulatory shifts.
- Deep Sector Coverage: Track how policy affects healthcare, energy, finance, and other heavily regulated industries.
- Expert Analysts with Government Experience: Leverage insights from former attorneys, lobbyists, and policymakers—averaging 15+ years at Washington Analysis.
- Beyond Headlines, Toward Market Impact: See how legislative, regulatory, and judicial decisions translate into investment risk or opportunity.
Start Your Free Trial Today – No Commitment Required
See the Research Trusted by Thousands of Financial Professionals
Get access to CFRA’s most impactful insights with free trials designed for LPL Advisors. Explore how Capitol Insights, Lowry Research, and MarketScope Advisor deliver informed, actionable intelligence—with zero commitment. Whether you're navigating policy shifts, anticipating technical signals, or constructing well-informed portfolios, your next strategic advantage is just a trial away.
MarketScope Advisor – Fundamental Equity, ETF & Fund Research
Access CFRA’s full equity, ETF, and fund research suite, including model portfolios, screening tools, analyst calls, and market data—trusted by 2,000+ institutions. Begin your 2-week free trial.
Lowry Research – Technical Market Analysis
Since 1938, Lowry Research has delivered precise, data-driven technical tools. Access real-time supply/demand analysis, daily alerts, and expert commentary—plus 24/7 support. Try it free for 30 days.
Capitol Insights – Public Policy & Legal Research
Get unbiased, non-partisan policy and legal analysis from Washington Analysis, backed by 50+ years of expertise. Stay ahead with bi-weekly updates, market forecasts, and insights that link regulation to sector impact. Start your 14-day free trial.
Start Your Trial Today
Why Financial Advisors Trust CFRA Research
Trusted by Over 2,000 Financial Institutions Worldwide
Leading banks, wealth management firms, and institutional investors rely on CFRA’s independent research to make informed decisions and enhance portfolio performance.
40+ Years of Market Expertise
With over four decades of providing deep, actionable investment insights, CFRA continues to set the standard in delivering unbiased research that empowers financial professionals.
Award-Winning Research Backed by a Global Team of Analysts
CFRA’s team of seasoned analysts delivers cutting-edge market intelligence, earning industry recognition for its unparalleled coverage across sectors, stocks, and global markets.
25 Years of Proven Performance from CFRA
Gain exclusive access to CFRA’s proven strategies — delivering 4.4% alpha on Strong Buy stocks, 7.3% alpha through forensic risk mitigation, and a 63% sector-allocation accuracy.
