Read insights and best practices for engaging
financial advisors & insurance agents

YCharts Case Study

Discover how YCharts uses AdvizorPro’s RIA data, HubSpot integration, and Teams insights to streamline prospecting, scale outreach, and drive growth across sales and marketing.

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Advisor ETF Search Trends – April 2025

AdvizorPro’s April 2025 Advisor ETF Search Trends report highlights a 22.8% month-over-month surge in ETF-related searches—driven by commodities, gold, energy, leveraged/inverse and small blend equity ETFs—providing actionable advisor demand insights.

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Advisor Moves – April 2025

Advisor Moves April 2025 reveals LPL Financial leading advisor inflows, J.P. Morgan Securities topping outflows, and boutique firms like Victory Capital posting the strongest net gains amid a dynamic advisor mobility landscape.

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RIA Custodian Trends Report 2025

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.

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Advisor Movement Trends Report 2025

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.

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Advisor Moves – March 2025

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.

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TrafficIQ Playbook

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

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Longboard Case Study

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

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3 New U.S. Single Family Offices

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.

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Advisor Moves – February 2025

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.

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2025 RIA ETF Trends Report

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.

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Potomac Case Study

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.

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