Table of Contents Introduction Step 1: Set Up TrafficIQ & Define Your Ideal Client Profile (ICP) Activating TrafficIQ & CRM Integration Defining Your ICP (AUM,

Table of Contents Introduction TrafficIQ Benefits by Persona Marketing Teams Business Development Teams Executive Teams TrafficIQ Use Cases by Industry Fund Managers WealthTech Firms Recruiters

Discover how boutique alternative asset manager Longboard Asset Management leverages real-time RIA data, 13F filings, and targeted outreach with AdvizorPro to drive precision-based AUM growth

Three newly formed U.S. single family offices—Winnie Capital, Trek One Capital, and MFO Ventures—illustrate the evolving landscape of generational wealth management across consumer brands, sports, energy, and healthcare, all tracked in real-time by AdvizorPro’s expanding dataset.

In February, the financial advisory landscape saw a surge of advisor movements—thousands changed firms or roles, highlighting Cetera’s notable growth, strong draws from LPL Financial, J.P. Morgan, and Morgan Stanley, and significant departures that signal shifting industry strategies.

AdvizorPro’s 2025 RIA ETF Trends Report analyzes how RIAs allocated to ETFs in 2024—highlighting issuer growth, shifting advisor demand, and portfolio turnover—offering key insights into the evolving ETF landscape.

In this conversation, Chase Smith from Potomac and the AdvizorPro team discuss how Potomac leveraged AdvizorPro’s data and CRM integration to scale their AUM, streamline sales outreach, and foster a close partnership that drives new product features and ongoing collaboration.

If you’re part of a family office—or serve UHNW clients—these are the must-attend conferences, forums, and social events happening in the US for the remainder

We ranked the top teams at LPL by team size and AUM

Eric McArdle discusses how the firm’s timely launch of innovative ETFs, coupled with AdvizorPro propelled Simplify’s remarkable growth by enabling refined product development and a high-touch client experience.

This blog recaps AdvizorPro’s transformative 2024 achievements in AI-driven prospecting, platform enhancements, and expanded datasets, while offering a glimpse into the deeper data, smarter analytics, and new integrations on the horizon for 2025.

The 2025 financial industry conference season promises many opportunities to network and learn at events all around the country. The AdvizorPro team has compiled a

Brandon Smith, former Global Head of Engineering at Nasdaq, joins AdvizorPro as Chief Technology Officer, bringing key industry expertise to fuel innovation and accelerate product development.

AdvizorPro just introduced a powerful new Lead Scoring feature designed to simplify and streamline your prospecting efforts

This report provides a comprehensive analysis of ETF trends among Registered Investment Advisors (RIAs) within the AdvizorPro database leveraging Q3 2024 13F data.

Discover how AdvizorPro’s ContactIQ 4.0 revolutionizes financial services prospecting with AI-driven precision, expanded data coverage, and unmatched insights to empower sales and marketing teams

5 of the 20 Breakaway Advisors in the AdvizorPro database from November 2024

See a list of independent RIAs with less than $100,000M AUM using eMoney

We interviewed Cortlin De Maine to discuss what it’s like to be a young financial advisor

We ranked the top teams at UBS by team size and AUM