Discover the top independent RIAs of 2025, ranked by assets and client count, exclusively on AdvizorPro – your guide to the front-runners in the RIA space.

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

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.