Introducing AI Search in AdvizorPro

AdvizorPro is excited to announce the launch of AI Search, a powerful new feature that makes building targeted lead lists faster and easier than ever before. With AI Search, you can uncover the right RIAs, broker-dealers, family offices, or insurance agents in seconds, using simple and intuitive search prompts.

Watch a quick demo here:

How AI Search Works

AI Search is seamlessly integrated with AdvizorPro’s existing advanced filters. Instead of manually clicking through multiple dropdowns, simply type a natural language prompt describing the audience you’re looking for. The AI interprets your request and instantly delivers a refined, accurate list of leads.

This means less time spent configuring searches and more time engaging with the right prospects.

Getting Started with AI Search: Example Prompts

Here are some ways you can put AI Search to work immediately:

• Baseline: “Show me a list of RIAs”
• Beginner: “Show me a list of RIAs in Atlanta, Georgia”
• Intermediate: “Show me a list of RIAs in Atlanta, Georgia who have the word ‘chief’ in their title”
• Advanced: “Show me a list of RIAs in Atlanta, Georgia who have the word ‘chief’ in their title and custody with Schwab”
• Expert: “Show me a list of RIAs in Atlanta, Georgia who have the word ‘chief’ in their title and custody with Schwab in the 200M–750M range”

With AI Search, even complex queries are simplified into one quick request.

Unlocking the Power of AI Search

AI Search transforms the prospecting experience by:

• Eliminating manual searching — no more tedious filter-by-filter steps.
• Improving precision — quickly zero in on the exact advisor profile you need.
• Saving time — build lead lists in seconds, freeing your team to focus on outreach.

Combined with tools like TrafficIQ, which identifies anonymous website visitors, and our CRM integrations, AI Search ensures that every part of your prospecting workflow is streamlined and powered by accurate, up-to-date data.

For a broader look at how RIAs are evolving, check out our Advisor Demographics Report 2025.

Conclusion: Start Using AI Search Today

With AdvizorPro’s AI Search, prospecting has never been easier. Whether you are an asset manager, recruiter, or fintech provider, this tool empowers you to quickly find and connect with the right advisors.

Start your free trial today and experience how AI Search can transform your business development strategy.

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