AdvizorPro's research was cited by two independent trade publications in June 2026. Family Wealth Report referenced AdvizorPro within a broader look at private equity's role in RIA M&A, and Wealth Management cited AdvizorPro's own Q1 2026 ETF research within its coverage of new Cerulli Associates data on active ETF launches. Here is what each piece covered.

Family Wealth Report Cites AdvizorPro's Ownership Tracking in Its Private Equity Analysis

In ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?, published June 10, 2026, Family Wealth Report examined the range of ownership structures reshaping RIA M&A, from full private equity buyouts to Aspen Standard Wealth's "partners in perpetuity" model and the minority-stake approaches used by firms such as Procyon and Concurrent. Within that analysis, the publication cited AdvizorPro, described as "a business tracking ownership and timelines in the wealth sector," noting that in January 2026, AdvizorPro said advisors considering a move to a new firm should understand which of their potential new employers are backed by private equity and may be nearing an ownership change.

The article also cited ECHELON Partners data showing private equity was involved, directly or as a sponsor, in about 72.8% of all RIA M&A deals through the third quarter of 2025. Readers following the ownership side of this trend can find AdvizorPro's own research on private equity ownership across the RIA space, which tracks how much RIA AUM is now PE-controlled.

Wealth Management Cites AdvizorPro's Q1 2026 ETF Research in Its Active ETF Coverage

In Active Strategies Account for Most New ETF Launches in 2025, published June 17, 2026, Wealth Management reported on new Cerulli Associates data showing active strategies made up 84% of the 1,132 new ETF launches in 2025, with net ETF flows reaching a record $1.5 trillion and the U.S. ETF market growing to $13.4 trillion. Within that coverage, the publication cited AdvizorPro's own report, published earlier in 2026, which found that while RIAs continued adding to their ETF lineups in the first quarter of 2026, they were being more selective, looking for products that filled specific portfolio roles rather than overhauling their allocations. AdvizorPro's research found RIAs allocating more toward equity energy ETFs, broad-based commodities ETFs and natural resources ETFs, along with paying premiums for ETFs with risk management components.

That same underlying research is available in full on the AdvizorPro blog: the Q1 2026 RIA ETF Holdings Report breaks down category-level allocation shifts across more than 5,300 reporting firms.

Ready to see which ETF categories your target RIAs are allocating to right now? Book a quick demo and put AdvizorPro's portfolio data to work.

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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