The AdvizorPro 2025 RIA Custodian Trends Report analyzes Form ADV filings to reveal the fastest-growing custodians, platform shifts, and multi-custodial adoption patterns across RIAs by AUM, firm age, and new registrations.

AdvizorPro replaces outdated, manual data platforms with a real-time, AI-driven intelligence engine that transforms fragmented RIA and family office data into actionable insights—helping teams prospect faster, smarter, and at scale.

TrafficIQ Playbook: A Guide for Marketing Teams to Convert Website Visitors into Clients Table of Contents Introduction: Convert High-Intent RIAs & Family Offices Step 1:

Over the past six months, advisor movement was marked by a strong shift toward RIA and hybrid platforms, with nearly half of all transitions driven by younger advisors under 40 and new talent concentrated among a handful of large firms.

In March 2025, advisor movement data revealed continued volatility across major firms, with LPL Financial leading in net gains while J.P. Morgan experienced significant activity on both inflow and outflow fronts—highlighting ongoing shifts between wirehouses, hybrids, and independents.

The Top 100 Independent RIAs of 2025 AdvizorPro is proud to share our annual ranking of the Top 100 Independent Registered Investment Advisors (RIAs) in the

Compare AdvizorPro vs. FINTRX to see why AdvizorPro leads in AI-driven advisor data, CRM integrations, lead scoring, website visitor intelligence, and comprehensive RIA and family office coverage.

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.

Compare Discovery Data vs. FINTRX and discover how AdvizorPro leads with AI-powered advisor intelligence, deep RIA and family office coverage, and seamless CRM integration.

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