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Our 2025 RIA ETF Trends Report reveals a key insight: ETF turnover among RIAs is high, with 51.4% of ETF holdings changing over the past year. ?? RIAs are adding more ETFs than they’re dropping – 44.9% of ETFs were newly added, while 19.6% were removed. ?? Two distinct advisor behaviors are emerging – Some RIAs actively rotate ETFs in response to market conditions, while others hold long-term core positions. ?? Product innovation is driving interest, but retention remains a challenge – New ETFs are gaining traction, but issuers must focus on long-term value to maintain adoption. See the full analysis at the link in the comments below #ria #etf #advizorpro

Excited to connect at ETF Exchange in Las Vegas! We’re looking forward to ETF Exchange, one of the top events shaping the future of ETFs and investment management. As a sponsor, AdvizorPro is excited to engage with the ETF community, connect with clients, and discuss how RIAs are allocating in today’s evolving market. With many of our clients attending, we’re ready to share fresh insights from our ETF RIA Trends Report and unveil new features designed exclusively for ETF issuers. Our latest updates make it easier than ever for asset managers to identify high-potential RIA prospects, track fund adoption, and refine distribution strategies. From active ETFs to fixed income strategies, the discussions at ETF Exchange will shape how advisors and investors position portfolios in the years ahead. Michael Magnan Hesom Parhizkar Dustin Echenique Chris Keller Joseph Caprara Peter Zuniga will be there! Let's talk #AdvizorPro #ETFExchange2025 #ETF

February Wealth Team Moves February saw another wave of advisor team movement, reshaping the wealth management landscape. Each month, we track these transitions, providing key insights into where advisors are going and how the market is evolving. Here are just a few team move highlights from last month: 1?? Sobel Advisory Group Transition: Joined UBS Private Wealth Management from Morgan Stanley. Details: Led by Zachary Sobel, the team enhances UBS's presence in the Florida market. AUM: $400 Milllion + Link: https://lnkd.in/eXqGiQ2h 2?? Shorepoint Wealth Management Transition: Moved from Wells Fargo FiNet to LPL Financial. Details: Led by Justin Lotano, CDFA?, the team includes advisor Joseph Burgard AUM: $250 Million Link: https://lnkd.in/e7Qa2vi8 3?? Broderick Mingelgreen Group Transition: Departed from Stifel to join Rockefeller Capital Management Location: New York City Details: This group led by Jack Broderick and Jason Mingelgreen, CFA? strengthens Rockefeller's presence in the New York market. AUM: ~$500 Million Link: https://lnkd.in/dswTFNuw Advisor movement across firms isn’t slowing down. For a deeper look at the latest moves, connect with us. #AdvizorPro #RIA #WealthTeamMoves #WealthManagement

We’re excited to release our 2025 RIA ETF Trends Report ??, a deep dive into how financial advisors are shaping the ETF landscape. This report is packed with insights on where assets are flowing, which issuers are gaining traction, and how RIAs are actively reallocating portfolios. Key findings include: ?? The ETF issuers seeing the fastest RIA adoption—and the ones losing ground ?? How RIAs are using ETFs to navigate market volatility and enhance yield ?? The surprising rise of high-fee ETFs—yes, advisors are paying up for certain strategies ?? Which new ETFs broke into RIA portfolios for the first time ?? RIAs aren’t sitting still—over half of ETF holdings changed in 2024, signaling a highly active market This is a must-read for anyone in ETF distribution, sales, or strategy. Don’t miss out—get the full report at the link in the comments! iShares State Street SPDR ETFs Vanguard Invesco US Charles Schwab First Trust J.P. Morgan VanEck WisdomTree Dimensional Fund Advisors Neos Partners T. Rowe Price DeFiance Capital Janus Henderson Investors Capital Group AllianceBernstein Principal Financial Group Franklin Templeton DoubleLine #ETF #RIA #AssetManagement #ETFTrends

Three New U.S. Single Family Offices The family office landscape is evolving, with new firms quietly launching to manage generational wealth. At AdvizorPro, we’re constantly expanding our family office dataset, providing deep intelligence on both long-established and newly formed family offices. Here are three recently formed family offices in the U.S.: 1?? Winnie Capital?(Philadelphia, PA) – The private investment firm of Jason and Kylie Kelce, managing business and philanthropic ventures, including a stake in HOMAGE Inc., a vintage-style sports apparel brand. ??Focus:?Consumer Brands, Sports ??Asset Classes:?Private Equity, Venture Capital 2?? Trek One Capital?(Houston, TX) – Founded by Brandon Davis, whose ventures span oil and gas, private equity, and even NASCAR, including ownership of Swan Racing. ?? Focus:?Energy, Food, ESG ?? Asset Classes:?Natural Resources, Private Equity 3?? MFO Ventures?(Delray Beach, FL) – Led by Dr. Eric Moskow, with a focus on healthcare innovation, from pharmaceuticals to tech-driven services. ?? Focus:?Healthcare, Pharmaceuticals ?? Asset Classes:?Growth Equity, Private Equity With AdvizorPro, you gain access to real-time intelligence on these and thousands of other family offices—giving you the edge before your competitors. #familyoffice #privatewealth #advizorpro

AdvizorPro is heading to Future Proof Miami! The biggest names in?wealth management, fintech, and investment innovation?are gathering in Miami—and AdvizorPro (Amanda S., Chris Keller, Gwen Rivera) will be there. With so many of our clients attending, this is the perfect place to connect, exchange insights, and explore how our?industry-leading RIA and family office data?is helping firms?prospect smarter and grow faster. We work with?top asset managers and wealth tech providers?that rely on the?freshest, deepest dataset?on RIAs and family offices. As these segments continue to evolve, understanding?who is allocating capital?and?where opportunities are emerging?is more critical than ever. If you're attending Future Proof Miami, let’s meet up to discuss the latest trends shaping the RIA and family office landscape—and how AdvizorPro can help you stay ahead. Who else is heading to Miami? Let’s connect! #AdvizorPro #FutureProof #futureproofmiami

Wrapping up an incredible week at the T3 Technology Conference in Dallas representing AdvizorPro! It’s been a fantastic experience connecting with industry leaders, networking with like-minded professionals, and engaging with sponsors who are driving innovation in fintech. Grateful for the insightful conversations and exciting opportunities ahead! #T3Conference #Networking #AdvizorPro

We're having a blast at T3 Technology Tools for Today connecting with RIAs & WealthTech Leaders! Stop by and say hi to Amanda S., Peter Zuniga, & Ethan Young at Booth #802 ?? It's been great connecting with so many forward-thinking RIAs, asset managers, and technology providers who are shaping the future of wealth management. A few key takeaways from our conversations at T3 so far: 1?? Advisors want more actionable data—real-time insights are becoming a must-have. 2?? Tech-driven prospecting is in high demand—firms are looking for smarter ways to identify & connect with ideal clients. 3?? WealthTech integrations continue to evolve—seamless connectivity between platforms is a top priority for firms scaling their growth. At AdvizorPro, we’re committed to empowering asset managers, recruiters, and fintech companies with best-in-class advisor data to fuel smarter distribution strategies. #T32025 #AdvizorPro #Fintech

5 of 18 Breakaway Advisors from February Andrea Bott moved from Morgan Stanley to IEQ Capital Peter Riskind moved from Merrill Lynch to Midland Wealth Management McClain Bishop moved from Merrill Lynch to Simon Quick Advisors, LLC Jared Messer moved from Morgan Stanley to Fisher Investments Stephen Herrington, CFP?, MBA moved from Wells Fargo to Nova Wealth #ria #breakawayadvisor #advizorpro

I want to share a heartfelt thank-you to Kingdom Advisors and all the incredible people I met at the #redeemingmoney conference last week. What a joy it was to encounter so many individuals who love the Lord and want to serve Him in all aspects of their lives. It was a two-day whirlwind for me, but I left with an overflowing heart full of gratitude and zeal. Thank you AdvizorPro for letting me represent us there! Can't wait to see you all again there next year! Matthew Buckley Michael O'Neill Matthew Hendley Robert Netzly Zachary Stone, Daniel Mastrolonardo, Zac Tornquist, Ed Hart Shaun Morgan Luke Cook Todd Giessler Tom R. Eli Suarez Andrew Laster Steven Blokdyk, Aaron Rheaume Drew Weinstein Tytus Moen, Fred Ge, Tim Tebow Michael Skillman Chad Merrill Daniel Stinson Will Lofland Alexander Wiens Austin Blood Marq James Harlan J. Accola Cheryl Canzanella, Matthew Monson Emily Fagenstrom Deirdre Gibson Dustin Briles Rachel Phaup Tim McCain Ashton Tucker Robert Carter Bill Smead