Strategic Insights for RIAs, Asset Managers, & WealthTech Firms | Published by AdvizorPro

Discover 10 powerful ways asset managers can use the new ChatGPT + HubSpot integration with AdvizorPro to unlock smarter prospecting, faster workflows, and real-time CRM intelligence.

A Tactical Playbook for Asset Managers, WealthTechs & Event Exhibitors

Identify RIA and family office website visitors with TrafficIQ. Track firm-level activity, surface intent signals, and convert anonymous traffic into pipeline.

Discover the top ETF issuers, strategies, and categories gaining traction with RIAs in Q1 2025 in AdvizorPro’s latest ETF trends report, powered by real advisor portfolio data.

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.

Instantly clean, enrich, and verify lead lists to improve outreach, boost sales performance, and eliminate manual data cleanup.

Learn how to get past gatekeepers and book more meetings with RIAs using proven cold calling tactics from top-performing BDRs in financial services.

Smarter prospecting with TrafficIQ by AdvizorPro

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.

AdvizorPro offers asset managers an AI-driven alternative to legacy RIA databases, providing accurate data, intuitive search capabilities, seamless CRM integration, real-time visitor intelligence, and immediate ROI.

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.

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.

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AdvizorPro replaces outdated, manual data platforms with a real-time, AI-driven intelligence engine that transforms fragmented RIA and family office data into actionable insights—helping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

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