When It Comes to Financial Advisors, We Know Them All
Leverage our marketing solutions and audience data to grow your business.
The Wealth Management Group
Who We Are
The leading information source for wealth management professionals, connecting over 435,000 financial advisors, RIAs, and decision-makers across the industry with essential insights and solutions.
Our Competitive Edge
Unparalleled Reach:
Direct access to the largest community of 294,000+ advisors and RIAs
Data-Driven Approach:
Leveraging analytics from our engaged audience to inform strategic recommendations
Industry-Leading Digital Platform:
Delivering content in formats advisors prefer, ensuring maximum engagement
Customized Marketing Solutions:
Tailored strategies that precisely target your ideal audience
Multi-Touchpoint Engagement:
Creating seamless connections across digital channels to maximize impact and response rates
Why Choose Us?
Partner with us to elevate your brand visibility, showcase thought leadership, and generate qualified leads through our proven full-funnel marketing solutions that deliver measurable ROI and sustainable business growth. Our proprietary audience data includes detailed behavioral insights, intent signals, and engagement metrics that enable precise segmentation and personalized outreach strategies.
460K+ Wealth Management Professionals
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Average Monthly Page Views
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Total Advisor Database
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Newsletter Subscribers
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Annual Podcast Listeners
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Social Media Followers
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Annual Webinar Registrations
Our Audience
Our brands attract leaders and decision makers across wealth management.
We connect and engage with a wide range of decision-makers and influencers in wealth management, from RIAs and C-level executives to estate planners, attorneys, CPAs, and plan advisors.
Total Advisor Database - 294,066 CRD Verified Advisors
Our audience is made up of some of the most experienced and trusted professionals in wealth management. More than 14,500 RIA firms are represented, with an average of 29 employees per firm and 18 years of industry experience.
Sixty-seven percent of this audience has over a decade of expertise, giving them a strong foundation to guide clients in every aspect of financial planning.
Reaching the Leaders in Wealth Management
We reach more than 566,000 financial professionals across the industry. This includes RIAs, IARs, broker-dealers, insurance advisors, CPAs, and family offices.
Our database of nearly 300,000 CRD-verified advisors ensures that every connection is targeted, credible, and valuable. This reach extends across both independent and wirehouse channels, reflecting the diversity and influence of our audience.
An Audience Built on Experience and Trust
These professionals manage client portfolios that are both broad and sophisticated. Almost all of them invest in index funds, ETFs, and mutual funds, while many also allocate assets to equities, municipal bonds, corporate bonds, and treasury bonds.
They serve high-net-worth clients, manage retirement plans, and oversee family offices, making them the decision makers who drive where wealth is invested and how it grows.
Our Brands
WealthManagement.com
Founded in 1976 as Registered Representative Magazine, WealthManagement.com has grown with the industry to become a trusted, award-winning source for news, analysis, research, and insights. Our mission is to equip advisors and executives with the knowledge they need to succeed in a dynamic, competitive market.
RIA Edge
We’re the trusted resource for leaders of fast-growing advisory firms, delivering critical insights on building sustainable, professionally managed businesses. Our content empowers executives with the knowledge and tools to drive growth, develop top talent, and elevate their firms in a competitive marketplace.
WealthStack
As the definitive resource for advisors and technology leaders, we provide actionable technology insights and analysis to accelerate growth, enhance client experiences, boost productivity and profitability, and confidently navigate the evolving financial landscape.
Trusts & Estates
First published in 1904 under the title “Trust Companies”, the magazine has been the premier resource for estate planners and wealth advisors serving HNW individuals, offering peer-reviewed reports and insights on tax law, regulations, and wealth management planning.