Modern American Advisor / Audience intelligence
Reach the advisory market.
Focus on exactly the people your campaign needs.
across 30,000+ firms
Modern American Advisor combines extensive U.S. advisory audience intelligence with engaging editorial and precise campaign delivery.
General people photography throughout is illustrative and does not depict identified database subjects.
01 / The approach
A broad presence. A precisely chosen audience.
Stay in front of the advisory community, or build a campaign around the firms and people most relevant to your idea.
From brief to response
- Define the briefStart with the market, business profile, roles and questions that matter.
- Shape the audienceExplore available firm and person attributes, then confirm live contact eligibility.
- Make the content relevantTailor editorial, messaging, guides or an invitation to the audience.
- Deliver and reportUse targeted emails or newsletters, gated guides, named invitations, webinars or private events. Report delivery and response.
02 / Audience explorer
Start with the map. Find the people within it.
Move from a national audience to a firm's characteristics, a person's role and the contact channels available for a particular campaign.
A headquarters location does not establish where each professional works. Search both when geography matters.
Examples found in the worked sample; additional audience criteria are available. Data completeness and contact availability vary by field and record.
01Services & planning21 examples
Among the 1,266 firms in our JEPI worked exampleFirm counts · a firm may have multiple tags, so counts are not additive.
Recorded service and platform signals are not universal verification of current usage. Source labels are preserved, including “eMoney” and “emony” as separate raw tags.
02Platforms & technology43 examples
Among the 1,266 firms in our JEPI worked exampleFirm counts · a firm may have multiple tags, so counts are not additive.
Recorded service and platform signals are not universal verification of current usage. Source labels are preserved, including “eMoney” and “emony” as separate raw tags.
03Investment vehicles6 examples
04Asset classes16 examples
05Investment themes12 examples
06People & roles17 examples
07Location & contact7 examples
08Firm profile8 examples
09Ecosystem & affinities6 examples
Existing audience selections
Audience database saved-search membership totals retrieved 3 October 2026. The underlying title definitions were not independently rechecked. These are person records, not deliverable email counts; they are separate from the 1,266-firm JEPI worked sample.
03 / One worked investment journey
From a comparable fund to a campaign audience.
This is one June 2026 JEPI holdings sample, not a count of every income-ETF firm or a completed campaign.
Find firms that already report holding a comparable fund.
JEPI · JPMorgan Equity Premium Income ETF
A holding record represents a reported position. Count each distinct firm once in the worked sample.
From those 1,266 firms, which match this campaign brief?
All 43 report JEPI holdings and meet every sequential filter. These are firms, not 43 people. RAUM is firm-level Regulatory assets under management.
Turn those 43 qualifying firms into a relevant invitation audience.
Select appropriate professionals and confirm deliverable contacts before defining the invitation count. The firm count is verified; the invited person count is not yet defined.
Proposed campaign, not an already delivered invitation. Firmwide representatives indicate scale, not an eligible mailing list.
Sample method and source
Audience database June 2026 firm-reported JEPI holdings, retrieved 3 October 2026. The source contains 1,272 holding rows; duplicate records were collapsed to 1,266 distinct firm IDs before applying the filters. A holding record is one reported position. All subsequent counts are within this sample, not the national advisory universe.
04 / California education example
A college-funding brief becomes 16 real California professionals.
Begin with firms whose profiles record 529 Plans or College Planning, then verify person location and roles before inviting anyone.
Across these firms, 17 unique person records returned; one Purus professional has a primary location in Fort Worth, so 16 are in California.
Purus Wealth ManagementNewport Beach · $658.13m RAUM · 5 CA professionals
CRD 174490. Six unique representatives returned: 3 female, 3 male. One male professional's primary location is Fort Worth, TX. 529 Plans, estate and tax; Schwab and Fidelity custodians; Orion and Pontera platform tags.
Integral Wealth ManagementTurlock · $673.91m RAUM · 5 CA professionals
CRD 146569. Five representatives: 3 female, 2 male; four in Turlock and one in Modesto. 529 Plans and Schwab. A legacy TD Ameritrade record is not a current-custodian claim; platform tag not recorded.
5T WealthNapa · $331.36m RAUM · 6 CA professionals
CRD 112552. Six representatives: 1 female, 3 male, 2 gender not recorded. College Planning; Fidelity, Schwab, Capital Group and JPMorgan custodians; Orion, Pontera, 55ip and JPMorgan platform tags.
How the wider 38-firm sample is qualified
The 38 are California-headquartered profiles within the 1,266-firm JEPI sample, not the entire California market. Their 3,522 representatives are firmwide nationally, not a California person count or deduplicated emails. The 16 are the complete returned contact list for the three named firms only. Roles include investment advisor, financial advisor, CFP, relationship manager, paraplanner, CIO, CCO, co-founder and CFO/managing member. Final eligible invitation count is confirmed before booking.
05 / New York leadership example
A city, a firm profile, then an owner-level invitation.
A selective reception starts with a manageable firm set. People and contact eligibility are the next qualification, not part of the firm count.
New York leadership reception · proposed conceptNew York-headquartered firms
Firm RAUM between $250m and $1bn, within the same 1,266-firm JEPI sample.
People in these roles have not yet been counted.
06 / Interest-led invitation
An intentionally unusual example of how specific we can be…
Imagine your fund manager has just returned from a fishing trip and has a great story to share. What if you could put that story in front of financial professionals who share that interest, then invite them into a more personal conversation?
Suppose you wanted to find financial professionals interested in fishing in Alabama, Alaska, Arizona, Arkansas, California, Colorado and Connecticut. How many people could we identify?
Click to reveal how many
The answer…
That is the level of detail we can bring to your brief. Imagine the content, conversations and invitations we could create around the people you want to reach.
Illustrative event concept, not a completed campaign. These search totals are contact and company records, not a confirmed invitation list or unique deliverable emails.
User-supplied search snapshot, 4 October 2026. Contact-level state filter; invitation eligibility confirmed for each campaign.
07 / A real audience programme
Women shaping the future of financial advice.
Editorial, invitation and self-reflection can work together around a distinct professional community.
Planning pool rechecked 3 October 2026. Not all are advisors or verified reachable.
What Is Hidden Self-Doubt Costing You?
90-second, 12-question executive assessment
Registration source and date
270+ registrations were reported on 28 September 2026, before the 29 September masterclass. This is registration, not attendance. The saved contact pool was rechecked on 3 October 2026.
Explore Women in Finance 08 / Beyond the core
The professionals around the advisor's client.
Some briefs call for adjacent financial communities. These groups can overlap; they should not be added together as a national audience total.
Wirehouses
National advisor networks and established distribution teams.
Broker-dealers
Registered representatives, hybrid firms and independent channels.
Insurance
Professionals connecting protection and planning conversations.
Bank & trust
Relationships surrounding lending, fiduciary and wealth decisions.
Family office
Teams serving complex family and multigenerational needs.
CPAs
Tax, accounting and business advisers whose work intersects with wealth planning.
Different professional lenses create different campaign conversations.
CPA planning audience: 50,000, subject to a fresh campaign-specific count. This is not a delivery number.
09 / Completed campaign · Software Advice
A useful comparison for the CPAs around an advisor's clients.
CPAs advise on tax, accounting and business decisions that intersect with investment and wealth planning. Add this audience when your campaign needs to reach the professionals around an advisor's clients.
Software Advice wanted CPAs to compare Xero, Sage Intacct and QuickBooks Online. We used targeted emails, a supporting MAA article and LinkedIn posts to put that guide in front of relevant professionals.
What the CPA campaign delivered
Two completed email waves. A measurable response.
These counts describe sends, delivery and response for completed waves 15 and 16. LinkedIn activity is reported separately.
167 impressions · 21 native clicks · 23 engagements
Separate from email. Ken Boyd post: 4 visible reactions.Click events are not unique reach, human-verified activity or leads. The 50,000 CPA planning audience is not a delivered campaign count.
Original report (Lovable sign-in)10 / The next brief
Tell us who matters. Make the audience usable.
The most productive campaigns begin with a clear audience question, then move from evidence to relevant engagement.
Market, state, city or invitation area.
Scale, services, investments and platforms.
Relevant roles and contact eligibility.
The question, content and invitation worth their attention.
Sources and data availability
Audience: MAA mapped core coverage and saved collections, 3 October 2026. Eligible delivery is campaign-specific. Examples use recorded firm-profile attributes and dated reported holdings; sources and dates are provided with each example. Firm and holdings: audience database firm profiles and June 2026 holdings, retrieved 3 October 2026. RAUM means Regulatory assets under management. Women: public programme page and reported registration count. CPA: Software Advice campaign snapshot, 2 October 2026; platform-reported metrics, no lead claim.
