Modern American Advisor
AI Adoption Project · 2026

Reach the people deciding how America's advisory firms adopt AI.

Modern American Advisor connects innovative AI and WealthTech businesses with the senior decision makers responsible for evaluating, approving, implementing and governing technology adoption.

32,000+
Senior decision makers & influencers
15,000+
RIA & wealth-management firms
The 90-second story

Reach the people deciding how America's advisory firms adopt AI.

Editorial. Intelligent. Commercially focused. This is the market conversation your business needs to be part of.

2026 · United States

Artificial intelligence is rapidly reshaping America's advisory profession.

Artificial intelligence is rapidly reshaping America's advisory profession.
0:00 / 1:30

Awareness · Trust · Understanding · Intelligence · Authority · Leads

Explore the partnership opportunities
The journey

A structured campaign — not a one-off advertisement.

Five deliberate stages that move advisory firms from awareness through engagement to adoption.

What is delivered
  • Founder or CEO interview
  • Editorial narrative
  • Executive positioning
Where it is distributed
  • Modern American Advisor magazine
  • ModernAmericanAdvisor.com
  • Dedicated email
  • Newsletter + social
What the partner gains
  • Recognition
  • Credibility
  • Category leadership
Commercial outcome

The market learns who you are and what you stand for — before they begin evaluating.

This is not a one-off advertisement. It is a structured campaign designed to move advisory firms from awareness to engagement and adoption.

The timeline

August through October. A three-act campaign.

Every month adds a layer — awareness first, then intelligence, then direct engagement with the firms considering adoption.

Get known

Build awareness and credibility.

Founder or CEO Interview

Introduce the business, leadership, vision and perspective on the future of AI in wealth management.

Distribution
  • August issue of Modern American Advisor
  • ModernAmericanAdvisor.com
  • Dedicated email distribution
  • Newsletter promotion
  • LinkedIn and social channels
Commercial outcome
  • Awareness
  • Recognition
  • Credibility
  • Executive positioning
Partner provides
  • Founder availability
  • Company background
  • Brand assets
  • Key market themes
Aug
Get known
Sep
Get understood & trusted
Oct
Become an authority
The market conversation

If your business is helping advisory firms adopt AI, this is the market conversation you need to be part of.

  • Build recognition before buyers begin evaluating.
  • Provide the evidence they need to trust you.
  • Help them understand where your solution fits.
  • Learn what the market wants.
  • Position your company as an expert.
  • Engage the firms actively considering adoption.
Get in touch

Interested in becoming part of the AI Adoption Project?

Choose the next step that is most useful to you.