RIA Database is the largest producer of investment webcasts in the industry, and we also attract the largest advisor audience. Uniquely positioned, RIA Database generates qualified leads via white-labeled, sponsored presentations.
Upcoming and prior events can be viewed here: https://www.riachannel.com/webcasts. Our services include:
Our Services
Target Marketing
- Dedicated Email Blasts
- Channel Targeting & Segmentation
- Copy and Email Creation
- Banner Advertising on RIA Channel
- Custom Participant Survey
- Thank You Emails
Technology & Execution
- Event Management
- Practice Session & Training
- Moderator
- Editing
- Continuing Education Credits
- On Demand Management
Leads & Reporting
- Full Contact Details
- Assets Under Management
- Product Usage
- CRM-Ready Data
- Proprietary, Interactive Dashboards
- Engagement Tracking
Interactive Dashboards
We build custom, interactive, data dashboards after each of our events. Dashboards help you to determine ROI with charts, graphs, and audience engagement statistics. Follow up tasks are simplified, your data is centralized and custom reports make CRM integration fast and easy. More Information
Advisor Audience
Channel Breakdown
RIA AUM Breakdown
350,000+
Average Reach
2,000+
Average Registrants
1,000+
Average Attendees
Top RIA Audience
Of the “Top 100 RIA Firms”, 75 viewed one or more of our webcasts within the last 12 months. In aggregate, these firms manage:
$179B
Total AUM
$130B
Discretionary AUM
290,000+
Customer Accounts
$3.5B
Average Firm AUM
$2.6B
Average Firm Discretionary AUM
262,000+
Discretionary Accounts
Notable Webcast Participants:
- Abacus Planning
- Baker Street Advisors, LLC
- Balasa Dinverno Foltz LLC
- Beacon Pointe Advisors, LLC
- BKD Wealth Advisors, LLC
- Camden Capital, LLC
- Cassaday & Co Inc
- Chevy Chase Trust Company
- Choate Investment Advisors
- Crestwood Advisors LLC
- Dowling & Yahnke, LLC
- EP Wealth Advisors
- Exencial Wealth Advisors
- Geller Family Office Services LLC
- Grimes & Company, Inc.
- Halbert Hargrove
- HBKS Wealth Advisors
- Horter Investment Management, LLC
- Innovest Portfolio Solutions LLC
- IWP Wealth Management LLC
- Level Four Advisory Services
- Loring, Wolcott & Coolidge
- LourdMurray
- Mercer
- Mariner Wealth Advisors, LLC
- Mcintosh Capital Advisors, Inc.
- Mission Wealth Management, LLC
- Moss Adams Wealth Advisors LLC
- myCIO Wealth Partners, LLC
- Oxford Financial Group, Ltd
- Pinnacle Advisory Group, Inc.
- Plancorp, LLC
- Plante Moran Financial Advisors
- Rehmann Financial
- Retirement Advisors Of America
- Retirement Income Solutions, Inc.
- SEIA
- SJS Investment Services
- Steele Capital Management, Inc.
- Sullivan, Bruyette, Speros & Blayney, LLC
- Summit Advisor Solutions
- Symmetry Partners
- TCI Wealth Advisors, Inc.
- The Burney Company
- Vicus Capital, Inc.
- Vista Wealth Management, LLC
- Wealth Enhancement Advisory Services, LLC
- Zions Capital Advisors, Inc.
Branding
We promote your brand to advisors through white-labeled marketing blasts, registration pages, and webcast consoles. We promote your events on RIA Channel and deliver leads to you via our proprietary, interactive data dashboards. Your brand will be featured on the four promotional components of every event as shown below:
