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

This blog compares the unique features of AdvizorPro and Discovery Data, highlighting how each platform supports financial professionals in enhancing prospecting, streamlining outreach, and connecting with key decision-makers.

We sat down Jeff Gelormini and Elizabeth Evanisko to discuss the genesis of Nova Wealth

We’re pleased to present a list of the top 25 single-family offices in the United States, as recognized by AdvizorPro. This list objectively evaluates family

LinkedIn message automation benefits asset managers, recruiters, and wealth tech companies by enabling them to scale outreach efficiently, engage RIA prospects with personalized messaging, and build stronger client relationships, all while saving time and resources.

5 of 14 Breakaway Advisors from October Evan Harrigan moved from UBS to Perigon Wealth Management, LLC Robert W. Harrigan, CFA moved from UBS to

Tidal ETF partnered with AdvizorPro to enhance its prospecting by using precise, up-to-date data, enabling them to focus on the right advisors and streamline outreach. This shift led to more meaningful engagements, highlighted by a successful $5 million trade win and better CRM integration, improving their sales efficiency and results.