Own your client
acquisition infrastructure.

Independent wealth management practitioners with $20M+ books and a willingness to invest in growth: hybrid advisors, RIAs, and FIA producers. Our beachhead is 50,000+ hybrid advisors and FIA producers — the fastest-growing, most underserved segment with the strongest payback economics. Pricing keys to book size, not regulatory category.

When you run ads through AdvisorsOS, the Meta ad account, the pixel, all the audience data, and every creative asset live in YOUR accounts — not ours. If you cancel tomorrow, you keep six years of compounding intelligence. Compare that to agency retainers where everything walks out the door when the relationship ends.

Our compliance engine has been trained on SEC, FINRA, and state insurance regulations. Before any creative goes live, it runs an automated review flagging language that violates advertising rules specific to your registration type (RIA, IAR, insurance producer). Most reviews complete in under 30 seconds. It replaces the $200/hr compliance attorney review that slows most advisors down.

Connect your Meta account, select your segment and offer type, and AdvisorsOS deploys proven campaign templates into your ad account. Most advisors have their first campaign live within 48 hours of signup. The compliance review is the only step that can add time — typically same day.

Network average CPA is $261 across all segments. HNW advisors (the $20M–$100M segment) run closer to $95–$142. Top decile performers hit $95 CPAs consistently. These are real appointments with qualified prospects — not shared leads. Your CPA will compound down as your pixel matures.

Most of our customers come from agencies. The transition is straightforward: we help you request ownership of your existing ad account, pixel, and audiences from the agency. Then we deploy our campaign templates into your now-owned infrastructure. You start building compounding value from day one.

A good in-house media buyer costs $80K–$120K/year, takes 3–6 months to hire, and still won't have the network data from 300+ live campaigns that our AI uses to prescribe optimizations. AdvisorsOS gives you network intelligence plus execution — at a fraction of the cost.

No annual contract required on Launch or Growth. Cancel anytime — and you keep all the infrastructure you built. Scale is month-to-month with a 30-day notice period for the managed spend component. We don't lock you in because we don't have to: advisors who build 6 months of pixel data don't leave.