Navigate Market Dynamics with our Q2 2025 Wealth Management Fact Sheet.
Essential insights from analyzing 500+ RIA firms to help you capitalize on emerging opportunities and outpace competitors.
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The definitive guide to RIA growth in 2025
Based on comprehensive analysis of 500+ RIA firms managing over $2.1B in assets, this fact sheet reveals the strategies driving exceptional growth in today's market.
Q2 2025 Market Intelligence
Exclusive data on market trends, client behavior shifts, and competitive landscape changes affecting wealth management.
Client Acquisition Strategies
Proven tactics used by top-performing RIAs to attract high-net-worth clients and increase wallet share.
Actionable Growth Framework
Step-by-step implementation guide with benchmarks and KPIs to measure your progress against industry leaders.
What You'll Discover Inside
Comprehensive insights and actionable strategies based on real data from the most successful RIA firms in the industry.
Market Performance Benchmarks
Compare your firm's performance against industry leaders across key metrics including AUM growth, client retention, and fee structures.
- Average AUM growth rates by firm size
- Client acquisition cost analysis
- Revenue per client benchmarks
Client Behavior Insights
Understand how client preferences and behaviors have evolved, and what top RIAs are doing to adapt their service offerings.
- Digital engagement preferences
- Service delivery expectations
- Communication frequency trends
Growth Implementation Roadmap
A practical, step-by-step guide to implementing the strategies that have proven most effective for sustained RIA growth.
- 90-day quick wins checklist
- Long-term strategic initiatives
- Success measurement framework
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