AdvizorPro's research and platform were recently featured across leading wealth management publications including Wealth Management, TheStreet, and Wealth Management's RPA coverage. The coverage spans three interconnected themes: how RIAs are evolving their approach to ETF allocation, how cautiously advisors have handled crypto exposure, and how retirement plan relationships are quietly becoming one of the most productive pipelines for new wealth clients. Here is what the data reveals.

RIAs Are Holding ETFs Longer, and That Tells Us Something Important

Wealth Management reported on AdvizorPro's analysis of 13F filings from 4,237 RIAs, which found that ETF turnover among RIA portfolios dropped to 36.3% last year, down significantly from roughly half of all ETFs turning over in 2024. The direction of that shift matters as much as the number itself.

Even as turnover slowed, RIAs continued adding new ETFs to their portfolios: 41.9% of funds were added while only 18.1% were dropped. The pattern suggests portfolios are moving from a phase of active experimentation toward something more deliberate and settled. AdvizorPro CEO Michael Magnan noted that as the market matures, a further slowdown in net new adoption is likely, though nothing in the data points to a reversal. For the full breakdown of ETF adoption trends by firm size, category, and strategy, the 2026 RIA ETF Trends Report covers the data in depth.

RIA Portfolios Were Largely Shielded From the Crypto Downturn

When crypto markets pulled back sharply, the wealth management industry braced for impact. Wealth Management reported that AdvizorPro data told a more reassuring story: only 4% of practicing RIAs hold any crypto ETFs at all, and among those that do, the vast majority have less than 1% of AUM invested in them.

The firms that do carry meaningful crypto exposure tend to be smaller RIAs serving high-net-worth clients who have the balance sheets and risk tolerance to treat digital assets as a real position rather than a token allocation. BlackRock's iShares Bitcoin Trust ETF accounts for just over half of the roughly $40 billion allocated to crypto ETFs by RIAs, reinforcing the trend toward institutional-grade wrappers even among those advisors choosing to participate. The bigger story is what the data reveals about how most advisors have approached a volatile asset class with considerable restraint. AdvizorPro has tracked whether that restraint is holding or beginning to shift in a dedicated analysis on whether RIAs are pulling back on crypto.

TheStreet Spotlights AdvizorPro as a Platform Built for the Future of Financial Advising

TheStreet published a feature on AdvizorPro as a data intelligence platform purpose-built for the needs of modern distribution and growth teams. The piece covers how AdvizorPro centralizes verified data across RIAs, broker-dealers, advisor teams, and family offices, and how the platform goes beyond static databases to deliver real-time intelligence that connects directly into the workflows teams already use.

The coverage highlights AdvizorPro's AI-powered capabilities, including its direct integration with tools like Claude and ChatGPT, as well as its TrafficIQ product, which converts anonymous RIA and family office web traffic into actionable leads. The piece reflects a broader recognition that data infrastructure in financial services is no longer just a back-office concern: it has become a front-line competitive advantage for teams trying to find and engage the right advisors at the right moment.

Advisors Are Turning Retirement Plans Into a Wealth Client Pipeline

A separate but related shift is playing out in how advisors think about their existing retirement plan relationships. Wealth Management covered research from Fuse Research Network showing that advisors are increasingly converting defined contribution plan participants into wealth management clients, and doing so more efficiently than through traditional prospecting. The piece cited AdvizorPro data directly, noting that over 6,500 RIAs explicitly served retirement plans as clients in 2025, a figure that underscores just how central the retirement channel has become to the broader wealth management opportunity.

In a survey of more than 500 financial advisors across all channels, the majority reported converting at least 6% of DC plan participants into wealth clients. Among advisors managing more than $500 million in assets, 41% converted more than 15% of plan participants. Sixty-five percent of advisors said the process is easier than acquiring clients through traditional marketing or referrals. The driver is a growing adoption of financial wellness programs by plan sponsors, which give advisors direct access to participants at a moment when those participants are already thinking about their financial future. For distribution teams tracking which RIAs are deepening their retirement plan capabilities, AdvizorPro's RIA data makes it possible to filter and identify firms by service lines, AUM, and growth trajectory.

What This Means for Asset Managers and Distribution Teams

Taken together, these stories point to an RIA market that is maturing, consolidating its ETF choices, exercising discipline around volatile asset classes, and expanding its client acquisition surface through retirement plan relationships. For asset managers, ETF issuers, and wealthtech firms trying to understand where advisor behavior is heading, the data is both specific and actionable. AdvizorPro tracks ETF holdings, tech stacks, service lines, and firm-level changes across thousands of RIAs so distribution teams can identify the firms best aligned to their strategies and reach them before competitors do.

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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