2025 made one thing clear in RIA distribution: the teams winning weren’t chasing more activity, they were executing smarter strategy. They moved away from cold lists and toward real buying signals. They automated the manual work and focused their energy on accounts that were actually in-market.

The shift was clear across our platform. Asset managers timed outreach to allocation decisions instead of blasting entire territories. Wealthtech companies built pipelines from website visitors showing product interest, not purchased contact lists. Recruiters tracked real-time advisor movement and reached out within days of transitions. M&A advisors identified acquisition targets by monitoring firm growth patterns and structural changes, similar to approaches highlighted in the Advisor Movement Trends Report.

Here’s what that looked like in the numbers – and what it means for your team in 2026.

All stats measured as of December 01, 2025.

How Teams Actually Used Intelligence This Year

The best distribution teams didn’t treat AdvizorPro like a research tool they checked occasionally. They built it into daily operations, CRM systems, lead scoring models, sales cadences, and marketing automation.

100,000+ platform logins

Sales reps started their day by checking TrafficIQ alerts to see which RIAs visited their site overnight. Marketers built campaign segments based on tech stack filters and ETF holdings. Research teams monitored adoption trends to inform positioning. The platform was the first stop before any outreach.

500,000+ searches

Every search represented a targeting decision. Which RIAs hold competitor products? Which firms use our preferred custodian? Which advisors recently changed their tech stack? Teams layered behavioral and operational intelligence into segmentation, moving beyond basic demographics to prospect based on actual fit and buying signals.

400,000+ profile views

Each profile view was a qualification decision: Is this RIA worth my time? Distribution teams used firmographics, team structure, specialization, and regulatory history to prioritize accounts. The result: territory plans based on reality, not assumptions.

200,000+ CRM syncs

Teams pushed verified contacts straight into Salesforce, HubSpot, and Dynamics – eliminating manual data entry and keeping everyone working from one source of truth. No more outdated spreadsheets. No more stale contact info. Just real-time advisor intelligence flowing directly into existing workflows.

32 million contacts and firms synced

This isn’t a few reps pulling occasional lists. This is enterprise go-to-market operations running at scale – segmentation models, scoring algorithms, automated enrichment. When your CRM contains millions of verified records with current holdings, tech usage, and website behavior, every campaign gets sharper and every conversation starts informed.

Intelligence That Updates Itself

The top-performing teams stopped doing manual research. They built systems that surface opportunities automatically.

450,000 real-time CRM enrichments

When advisors changed firms, filed new ADVs, or updated tech stacks, those changes flowed directly into CRMs. Sales reps stopped wasting calls on advisors who’d moved months ago or pitching products RIAs already owned. Pipeline data stayed current without anyone lifting a finger.

27 million API hits

Leading firms embedded AdvizorPro into their own systems – dashboards, scoring models, marketing automation. Advisor intelligence became infrastructure: triggering email sequences when RIAs visited specific pages, powering lead scores that predict conversion probability, feeding models that identify lookalike prospects.

15,000 data feed downloads

Teams integrated fresh data weekly to keep segmentation sharp. They ran custom analytics – tracking which firms were growing fastest, modeling ETF adoption by AUM tier, building lookalikes based on current clients. Internal systems stayed synchronized with the latest intelligence automatically.

1 million contacts refreshed

Background updates kept phone numbers, emails, firm affiliations, AUM, and custody relationships current. Better deliverability. Fewer bounces. Higher conversion. All from targeting based on current reality instead of outdated snapshots.

846,000 ADVs processed

The platform tracked firm-level changes as they happened – new registrations, AUM shifts, ownership changes, compliance events. M&A advisors identified acquisition targets. Recruiters spotted firms in transition. Asset managers prioritized RIAs experiencing rapid growth. 

Website Visitors Became Pipeline

60 million TrafficIQ events

TrafficIQ identified which RIAs visited your site – then matched them to specific leads. Asset managers saw when prospects viewed fund pages and timed outreach accordingly. Wealthtech companies turned anonymous traffic into named accounts with phone numbers. Marketing teams scored engagement and routed hot leads to sales instantly.

The difference? Instead of cold calling territory lists, reps called accounts that had already shown interest.

AI Did the Heavy Lifting

12 billion AI tokens processed

Teams used AI to match uploaded prospect lists against the database, surface key intelligence on target firms, identify ideal client profiles, and search conversationally. AI handled the tedious work leaving humans to focus on strategy and relationship-building.

The Platform That Doesn’t Sit Still

2,200 production deployments

Nearly daily updates kept the platform current with regulatory changes, market shifts, and user needs. Major 2025 launches: TrafficIQ website visitor intelligence, expanded family office coverage, LinkedIn Connections integration, and AdvizorPro AI with natural language processing and entity resolution.

The goal: make sure data stays fresh and features evolve with how distribution actually works.

What This Means for 2026

The numbers tell you what’s already happening: winning teams treat advisor intelligence as infrastructure, not a nice-to-have.

Asset managers who track ETF holdings and website behavior close deals faster than those working blind. Wealthtech companies that filter by tech stack and firmographics convert at higher rates than those buying generic lists. Recruiters who enrich contacts automatically beat those doing manual research. M&A advisors who monitor firm-level signals source better targets than those relying on brokers.

The RIA channel keeps fragmenting. Nearly 60 percent of RIAs added new ETF positions in Q3 alone. The ability to know who’s in-market, what they’re buying, and when to engage isn’t optional anymore. It’s table stakes. For deeper allocation insights, see the RIA ETF Trends Report - Q3 2025

If your team wants to accelerate segmentation, find higher-quality opportunities, or automate workflows in 2026, AdvizorPro can help.

Start your free trial and access real-time intelligence across 15,000 plus RIAs, broker-dealers, and family offices.