AdvizorPro Data Shows Up in Vanguard's AI Outlook and Goldman's RIA Custody Coverage

AdvizorPro research was cited in two separate pieces of market commentary this July: a WealthManagement.com interview on AI and equity markets, and a multi-outlet story on the RIA custody landscape.

Vanguard's Rachel Aguirre on AI and ETF Flows

WealthManagement.com's interview with Vanguard's Rachel Aguirre on the outlook for AI and equity markets referenced research from AdvizorPro showing strong ETF flow trends this year, the kind of activity AdvizorPro tracks in detail in its 2026 RIA ETF Trends Report, even as Aguirre discussed how value stocks could still offer upside if AI enthusiasm cools. The same interview was syndicated on Yahoo! Finance.

Want to track ETF adoption trends across the RIA channel yourself? AdvizorPro's RIA ETF holdings data shows flows and allocation shifts by issuer and category.

Goldman Sachs Gains Ground in RIA Custody

A story on Goldman Sachs' custody business, published on WealthManagement.com cited AdvizorPro data to note that Charles Schwab remains by far the largest player in RIA custody across all RIA sizes, followed by Fidelity, a ranking consistent with AdvizorPro's own RIA Custodian Trends Report 2025. The piece also quoted industry commentary that brand recognition and the ability to combine multiple custodians increasingly influences which custodian an advisor chooses.

About AdvizorPro

AdvizorPro is the advisor intelligence platform built for asset managers, ETF issuers, wealthtechs, and distribution teams that need to identify, prioritize, and engage financial advisors. With verified data across 750,000+ RIAs, family offices, and broker-dealers, combined with AI-powered lead scoring, TrafficIQ visitor intelligence, native CRM integrations, and now direct connectivity to Claude and ChatGPT, AdvizorPro powers the go-to-market strategies of leading firms across the wealth management ecosystem.
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