WealthTech
Does not need every financial professional in America. Needs the firms most likely to adopt its technology, the decision-makers responsible for workflow and operations, and the teams already using relevant or competing systems.
Audience Intelligence, Reach & Targeting
A more intelligent route into the U.S. advisory market.
Modern American Advisor combines a premium editorial platform with a proprietary audience intelligence layer built around the firms, people and decision-makers shaping the future of financial advice in America.
This is not conventional circulation data. It is a more useful commercial asset: verified firm intelligence, advisor profiles, RIA data, wealth-team mapping, family-office insight, custodian relationships, technology-stack visibility, AUM indicators, role-level targeting and campaign planning data — helping partners reach the right market with far greater precision.
The Question That Matters
Not how many people might see a campaign — but whether it reaches the right firms, the right roles and the right decision-makers at the right moment.
That is where Modern American Advisor is different.
Why Audience Intelligence Matters
From broad media exposure to sharper market engagement.
The old model of media buying was built around broad circulation claims. For many serious financial services campaigns, that is no longer enough.
Asset Management
Does not simply need advisor impressions. Needs visibility with RIAs, portfolio decision-makers, investment committees, ETF users, model portfolio allocators, private markets buyers, retirement specialists and firms with the right asset profile.
Recruitment & M&A
Does not need generic awareness. Needs intelligence around advisor movement, firm structure, succession signals, geography, AUM, tenure, age profile, ownership and growth dynamics.
Conservative Targeting Universe
The campaign planning universe behind the platform.
A deliberately conservative view of the audience intelligence available through MAA — figures reduced from the underlying universe so MAA under-promises and over-delivers.
28,000+
RIA firms
360,000+
Registered representatives & advisory professionals
4,000+
Broker-dealer firms
20,000+
Mapped wealth teams & advisory team structures
3,500+
Family offices
600,000+
Verified wealth, advisory & family-office profile records for broader planning
These figures should be understood as a conservative campaign planning universe, not a claimed subscriber list. MAA uses this intelligence to help partners understand the market, define target segments, plan campaigns, shape editorial and research activity, identify relevant audiences and build more effective routes into the advisory ecosystem.
Every campaign is scoped around the partner's objective, the relevant audience segment and the most appropriate combination of editorial, digital, email, research, webinar, podcast, print, event or private-access activity.
What We Can Target
Build audience strategies around the attributes that matter commercially.
Firm Profile
- ·RIA firms
- ·Hybrid firms
- ·Broker-dealers
- ·Independent advisory firms
- ·Private wealth teams
- ·Family offices
- ·Bank & trust firms
- ·Insurance-affiliated firms
- ·DC & retirement-focused firms
Firm Economics
- ·AUM bands
- ·Growth profile
- ·Average account size
- ·Advisor count
- ·Firm size
- ·Client segment
- ·Product focus
- ·Business model
- ·Ownership structure
Decision-Maker Profile
- ·Founders
- ·Owners
- ·CEOs & Presidents
- ·Managing partners
- ·Principals
- ·Portfolio leaders
- ·Investment decision-makers
- ·COOs / CTOs / CIOs
- ·Compliance leaders
- ·Growth & marketing leaders
- ·Recruiting & talent leaders
Platform & Technology
- ·Custodian relationships
- ·CRM systems
- ·Financial planning software
- ·Portfolio management tools
- ·Reporting platforms
- ·TAMP relationships
- ·Advisor productivity tools
- ·Technology stack indicators
- ·Integration relevance
Investment & Product Intelligence
- ·ETF holdings & category relevance
- ·Asset allocation indicators
- ·Investment style
- ·Product focus
- ·Private markets interest
- ·Alternatives relevance
- ·Model portfolio relevance
- ·Retirement & income focus
Growth & Movement Signals
- ·New firm registrations
- ·Advisor transitions
- ·Breakaway activity
- ·M&A indicators
- ·Leadership changes
- ·Succession relevance
- ·Growth signals
- ·Geographic expansion
- ·Team structure changes
Built For The Firms Selling Into Advice
Audience intelligence designed around your commercial objective.
Asset Managers & ETF Providers
Identify and engage advisory firms by AUM, investment focus, ETF relevance, custodian relationships, product category, portfolio behaviour and firm profile. Built for campaigns around fund education, ETF adoption, model portfolios, private markets, alternatives, retirement income, fixed income, active management and thematic investment strategies.
WealthTech & AI Firms
Identify advisory businesses by firm size, workflow maturity, technology stack, operational role, existing platform use and likely adoption relevance. Supports AI adoption, CRM and workflow, planning, portfolio systems, reporting, compliance, client experience and advisor productivity campaigns.
Recruiters, Platforms & Acquirers
Think more intelligently about advisor attraction, succession, M&A, lift-outs and market mapping. Shape campaigns around geography, advisor tenure, firm structure, AUM, age profile, ownership, growth rates, custodian relationships and succession relevance.
Professional Services & Strategic Partners
Help consultants, law firms, compliance providers, valuation specialists, tax specialists and lenders reach the advisory businesses most relevant to their proposition — particularly around succession, M&A, regulation, governance, client segmentation and enterprise value.
From Targeting To Campaign Strategy
Data alone is not the product.
MAA's value comes from combining audience intelligence with media, content and influence. Audience insight is connected to editorial credibility, distribution and follow-up.
01
The Data
Defines the market — who matters and why.
02
The Editorial
Gives the campaign credibility and context.
03
The Distribution
Creates visibility through owned media and intelligence-led targeting.
04
The Follow-Up
Turns attention into commercial opportunity.
A campaign might begin with a thought leadership article, move into a targeted email programme, continue through a research experience, culminate in a webinar and then produce follow-up content for sales teams. Another might start with a podcast interview, continue through digital promotion, and become a private dinner or special report.
Owned Media, Growing Platform
A premium editorial environment — built around quality, not inflated volume.
Modern American Advisor is a growing premium editorial platform. As the audience grows, partners benefit from both owned media engagement and the deeper proprietary intelligence layer that allows campaigns to be planned around the right firms and professionals.
Channel
Website
A growing premium editorial platform
Channel
Newsletter & Email
Scoped to campaign objectives and compliant audience permissions
Channel
Print & Digital Magazine
Premium print and digital magazine distribution, including planned issue and event-led opportunities
Channel
Podcast
Long-form interview and sponsorship formats
Channel
Webinars
Premium live and on-demand campaign formats
Channel
Social
Active and growing social media reach
Channel
Special Reports
Thematic flagships including the AI Special Report
Channel
Private Members & Events
Event-led and private member activity
How This Compares To Traditional Media Reach
Media creates trust. Intelligence creates precision.
Traditional media kits usually lead with circulation, page views, newsletter list size and broad audience categories. Those figures matter when properly evidenced, but they only tell part of the story.
Modern American Advisor is being built for a more sophisticated market. Our partners need more than exposure. They need to know which firms matter, which roles influence decisions, what those firms look like, what technology they use, where they custody assets, how they are growing and what signals suggest commercial opportunity.
That is why MAA's audience proposition is built around both media and intelligence — a more modern route into the advisory market.
Next Steps
Build a campaign around your market.
Talk to MAA about a bespoke audience plan, scoped to the firms, roles and decision-makers most relevant to your commercial objective.
Where To Next