GITNUXREPORT 2025

Marketing In The Ria Industry Statistics

Digital marketing drives growth, client engagement, trust, and lead conversions.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

Our Commitment to Accuracy

Rigorous fact-checking • Reputable sources • Regular updatesLearn more

Statistic 1

68% of clients find their financial advisor through online searches

Statistic 2

54% of RIA firms consider social media a primary channel for client engagement

Statistic 3

Video marketing has increased client engagement by 65% in the RIA industry

Statistic 4

Email marketing campaigns have an average open rate of 20-30% for RIAs

Statistic 5

Over 70% of prospective clients read online reviews before selecting a financial advisor

Statistic 6

40% of RIA clients prefer automated financial planning tools integrated into the firm’s website

Statistic 7

60% of prospective clients visit a financial advisor’s website before scheduling a consultation

Statistic 8

Mobile-friendly websites increase user engagement for RIAs by 47%

Statistic 9

85% of prospective clients consider the expertise of an advisor when choosing a firm, and digital presence influences this perception

Statistic 10

45% of high-net-worth individuals prefer to research financial advisors online prior to engagement

Statistic 11

Industry surveys show that personalization in digital marketing can improve client retention rates by up to 20%

Statistic 12

59% of RIA firms report an increase in client acquisition when implementing a cohesive multi-channel marketing strategy

Statistic 13

42% of clients want their financial advisor to communicate via social media, text, or messaging apps

Statistic 14

Trust signals such as security badges and client reviews increase website trustworthiness by 30%

Statistic 15

The average client journey now involves 7-9 touchpoints online before selecting an RIA

Statistic 16

Video testimonials increase client conversion rates by over 50%

Statistic 17

55% of prospective clients prefer to receive educational content in digital formats rather than through traditional seminars

Statistic 18

73% of clients want personalized communication from their financial advisor via email or messaging platforms

Statistic 19

Mobile app usage for financial planning has grown by 40% in the past year, with 65% of younger clients favoring app-based advice

Statistic 20

Giving clients access to online dashboards and tools improves retention rates by 15%

Statistic 21

77% of prospects say that seeing a clear digital presence increases their likelihood to become clients

Statistic 22

69% of clients are more likely to stick with an RIA that actively communicates via social media

Statistic 23

80% of prospective clients view a firm’s online reputation as critical in their decision-making process

Statistic 24

83% of clients expect consistent communication across digital channels from their RIA

Statistic 25

RIA firms that implement chatbots on their websites see a 40% increase in client engagement

Statistic 26

60% of prospective clients prefer to engage with financial firms that offer personalized digital experiences

Statistic 27

72% of current clients prefer digital communication methods for routine updates

Statistic 28

45% of prospects initiate contact after viewing online educational webinars

Statistic 29

The average time spent on an RIA website increases by 22% after implementing live chat support

Statistic 30

Client retention improves by 15% when RIAs utilize personalized digital marketing campaigns

Statistic 31

65% of prospective clients use mobile devices exclusively to research financial services

Statistic 32

55% of clients prefer receiving financial advice through digital channels rather than face-to-face meetings

Statistic 33

52% of prospective clients expect their advisor to have an active online presence

Statistic 34

Implementing client review strategies increases the likelihood of new client acquisition by up to 25%

Statistic 35

78% of RIA clients prefer receiving updates via email, with 65% favoring personalized and segmented email content

Statistic 36

The median age of clients influenced by digital marketing is 45 years old, indicating a middle-aged demographic shift

Statistic 37

Influence of online reviews increased the average client trust score by 15% over the past year

Statistic 38

The average time to convert a digital lead in RIA industry is approximately 45 days

Statistic 39

61% of clients prefer online financial planning tools over traditional methods, indicating a digital shift in client preferences

Statistic 40

77% of RIAs report increased client engagement through interactive web content

Statistic 41

58% of prospective clients research financial advisors on mobile apps before making contact

Statistic 42

Content marketing generates 3 times more leads for RIAs than traditional advertising

Statistic 43

RIA firms that blog regularly see 55% more website visitors

Statistic 44

63% of RIAs utilize client testimonial videos to build trust and attract new business

Statistic 45

More than 60% of first-time website visitors do not convert into clients immediately but are nurtured through remarketing campaigns

Statistic 46

RIA firms investing in content marketing experience 4.5 times higher lead conversion rates

Statistic 47

48% of RIA firms see a measurable increase in client engagement after implementing a new content marketing strategy

Statistic 48

RIA firms engaging in regular blog updates generate 55% more inbound inquiries

Statistic 49

Digital lead nurturing campaigns can increase conversion rates by up to 50%

Statistic 50

58% of financial advisors report that their online content marketing has directly led to new client acquisitions

Statistic 51

66% of RIA firms have increased their marketing efforts during the past two years due to shifting consumer behaviors

Statistic 52

Professional LinkedIn profiles with published articles receive 4 times more engagement

Statistic 53

RIA firms with active blog and social media engagement see 3.2 times higher conversion rates

Statistic 54

Video content on social media for RIAs results in 120% more shares compared to static content

Statistic 55

Conversion rates from blog visitors to clients are 2.4 times higher for firms regularly updating content

Statistic 56

75% of RIA firms use digital marketing strategies to attract clients

Statistic 57

RIA firms spend an average of 12% of their revenue on marketing efforts

Statistic 58

46% of RIA firms say they have gained new clients specifically through digital marketing efforts

Statistic 59

The average website conversion rate for RIAs is around 2.3%

Statistic 60

50% of RIA firms plan to increase their digital marketing budget in the next year

Statistic 61

Webinars and virtual events have increased RIA lead generation by 33%

Statistic 62

SEO efforts increase RIA website traffic by an average of 65%

Statistic 63

RIA firms that utilize PPC advertising see an average ROI of 350%

Statistic 64

The average cost to acquire a new client through digital marketing is approximately $312, compared to $1,100 through traditional sales methods

Statistic 65

65% of RIA firms believe that digital marketing has become a critical factor in their growth strategies

Statistic 66

Email marketing return on investment (ROI) in the financial industry averages $42 for every dollar spent

Statistic 67

69% of RIA firms have updated their website design in the past two years to improve user experience

Statistic 68

The top three digital marketing channels for RIAs are LinkedIn, Google Ads, and Facebook

Statistic 69

Data-driven marketing strategies in RIA firms improve lead quality by 30%

Statistic 70

70% of RIAs use analytics tools to measure marketing effectiveness

Statistic 71

Investing in SEO increases organic traffic for RIA websites by an average of 70%

Statistic 72

The average click-through rate (CTR) for financial Google ads is approximately 3%

Statistic 73

80% of financial advisors plan to enhance their digital marketing strategies with AI and automation in 2024

Statistic 74

The global digital marketing spend for financial services is projected to reach $25 billion by 2025

Statistic 75

69% of RIA firms reported growth attributable directly to their digital marketing efforts in the last year

Statistic 76

42% of RIAs use podcasting as a digital marketing strategy to reach younger demographics

Statistic 77

84% of financial advisors believe that a robust digital marketing strategy is essential for growth

Statistic 78

82% of RIA firms use LinkedIn for professional networking and client prospecting

Statistic 79

58% of RIAs find that social proof on digital platforms significantly impacts their client acquisition success

Statistic 80

Social media advertising ROI for RIAs is estimated at 250% on average

Statistic 81

The use of influencer marketing in financial services is projected to grow by 25% annually, with RIAs adopting micro-influencers for niche markets

Statistic 82

70% of RIA firms use marketing automation tools to nurture prospects

Statistic 83

80% of RIAs plan to expand their digital marketing efforts to include AI-driven personalization tools

Statistic 84

The adoption rate of CRM systems in RIA firms is at 85%, significantly aiding marketing outreach

Statistic 85

RIA firms that leverage data analytics see a 30% improvement in marketing campaign ROI

Statistic 86

70% of RIA firms plan to increase investment in digital tools in the next two years, primarily focusing on automation and analytics

Statistic 87

69% of RIAs have integrated chatbots to handle FAQs and initial client inquiries, leading to a 35% increase in lead capture

Slide 1 of 87

Sources

Our Reports have been cited by:

Trust Badges - Publications that have cited our reports

Key Highlights

75% of RIA firms use digital marketing strategies to attract clients
RIA firms spend an average of 12% of their revenue on marketing efforts
68% of clients find their financial advisor through online searches
Content marketing generates 3 times more leads for RIAs than traditional advertising
54% of RIA firms consider social media a primary channel for client engagement
Video marketing has increased client engagement by 65% in the RIA industry
Email marketing campaigns have an average open rate of 20-30% for RIAs
46% of RIA firms say they have gained new clients specifically through digital marketing efforts
Over 70% of prospective clients read online reviews before selecting a financial advisor
82% of RIA firms use LinkedIn for professional networking and client prospecting
The average website conversion rate for RIAs is around 2.3%
40% of RIA clients prefer automated financial planning tools integrated into the firm’s website
60% of prospective clients visit a financial advisor’s website before scheduling a consultation

In an industry where 75% of RIA firms harness the power of digital marketing to attract and retain clients, mastering online strategies has become not just an option but a vital component of growth and success.

Client Preferences and Engagement

68% of clients find their financial advisor through online searches
54% of RIA firms consider social media a primary channel for client engagement
Video marketing has increased client engagement by 65% in the RIA industry
Email marketing campaigns have an average open rate of 20-30% for RIAs
Over 70% of prospective clients read online reviews before selecting a financial advisor
40% of RIA clients prefer automated financial planning tools integrated into the firm’s website
60% of prospective clients visit a financial advisor’s website before scheduling a consultation
Mobile-friendly websites increase user engagement for RIAs by 47%
85% of prospective clients consider the expertise of an advisor when choosing a firm, and digital presence influences this perception
45% of high-net-worth individuals prefer to research financial advisors online prior to engagement
Industry surveys show that personalization in digital marketing can improve client retention rates by up to 20%
59% of RIA firms report an increase in client acquisition when implementing a cohesive multi-channel marketing strategy
42% of clients want their financial advisor to communicate via social media, text, or messaging apps
Trust signals such as security badges and client reviews increase website trustworthiness by 30%
The average client journey now involves 7-9 touchpoints online before selecting an RIA
Video testimonials increase client conversion rates by over 50%
55% of prospective clients prefer to receive educational content in digital formats rather than through traditional seminars
73% of clients want personalized communication from their financial advisor via email or messaging platforms
Mobile app usage for financial planning has grown by 40% in the past year, with 65% of younger clients favoring app-based advice
Giving clients access to online dashboards and tools improves retention rates by 15%
77% of prospects say that seeing a clear digital presence increases their likelihood to become clients
69% of clients are more likely to stick with an RIA that actively communicates via social media
80% of prospective clients view a firm’s online reputation as critical in their decision-making process
83% of clients expect consistent communication across digital channels from their RIA
RIA firms that implement chatbots on their websites see a 40% increase in client engagement
60% of prospective clients prefer to engage with financial firms that offer personalized digital experiences
72% of current clients prefer digital communication methods for routine updates
45% of prospects initiate contact after viewing online educational webinars
The average time spent on an RIA website increases by 22% after implementing live chat support
Client retention improves by 15% when RIAs utilize personalized digital marketing campaigns
65% of prospective clients use mobile devices exclusively to research financial services
55% of clients prefer receiving financial advice through digital channels rather than face-to-face meetings
52% of prospective clients expect their advisor to have an active online presence
Implementing client review strategies increases the likelihood of new client acquisition by up to 25%
78% of RIA clients prefer receiving updates via email, with 65% favoring personalized and segmented email content
The median age of clients influenced by digital marketing is 45 years old, indicating a middle-aged demographic shift
Influence of online reviews increased the average client trust score by 15% over the past year
The average time to convert a digital lead in RIA industry is approximately 45 days
61% of clients prefer online financial planning tools over traditional methods, indicating a digital shift in client preferences
77% of RIAs report increased client engagement through interactive web content
58% of prospective clients research financial advisors on mobile apps before making contact

Client Preferences and Engagement Interpretation

In the evolving RIA industry, a striking 68% of clients discover their financial advisors online, and with 85% valuing digital reputation, it's clear that a compelling, secure, and personalized digital presence isn't just an option—it's the new client handshake.

Content Marketing Strategies and Effectiveness

Content marketing generates 3 times more leads for RIAs than traditional advertising
RIA firms that blog regularly see 55% more website visitors
63% of RIAs utilize client testimonial videos to build trust and attract new business
More than 60% of first-time website visitors do not convert into clients immediately but are nurtured through remarketing campaigns
RIA firms investing in content marketing experience 4.5 times higher lead conversion rates
48% of RIA firms see a measurable increase in client engagement after implementing a new content marketing strategy
RIA firms engaging in regular blog updates generate 55% more inbound inquiries
Digital lead nurturing campaigns can increase conversion rates by up to 50%
58% of financial advisors report that their online content marketing has directly led to new client acquisitions
66% of RIA firms have increased their marketing efforts during the past two years due to shifting consumer behaviors
Professional LinkedIn profiles with published articles receive 4 times more engagement
RIA firms with active blog and social media engagement see 3.2 times higher conversion rates
Video content on social media for RIAs results in 120% more shares compared to static content
Conversion rates from blog visitors to clients are 2.4 times higher for firms regularly updating content

Content Marketing Strategies and Effectiveness Interpretation

In an industry where trust is currency, RIA firms that embrace content marketing—not just shouting into the void but strategically nurturing, engaging, and showcasing client success—are reaping up to 4.5 times more leads and significantly higher conversion rates, proving that in wealth advising, wisdom shared online pays dividends in trust and new business.

Digital Marketing Adoption and Usage

75% of RIA firms use digital marketing strategies to attract clients
RIA firms spend an average of 12% of their revenue on marketing efforts
46% of RIA firms say they have gained new clients specifically through digital marketing efforts
The average website conversion rate for RIAs is around 2.3%
50% of RIA firms plan to increase their digital marketing budget in the next year
Webinars and virtual events have increased RIA lead generation by 33%
SEO efforts increase RIA website traffic by an average of 65%
RIA firms that utilize PPC advertising see an average ROI of 350%
The average cost to acquire a new client through digital marketing is approximately $312, compared to $1,100 through traditional sales methods
65% of RIA firms believe that digital marketing has become a critical factor in their growth strategies
Email marketing return on investment (ROI) in the financial industry averages $42 for every dollar spent
69% of RIA firms have updated their website design in the past two years to improve user experience
The top three digital marketing channels for RIAs are LinkedIn, Google Ads, and Facebook
Data-driven marketing strategies in RIA firms improve lead quality by 30%
70% of RIAs use analytics tools to measure marketing effectiveness
Investing in SEO increases organic traffic for RIA websites by an average of 70%
The average click-through rate (CTR) for financial Google ads is approximately 3%
80% of financial advisors plan to enhance their digital marketing strategies with AI and automation in 2024
The global digital marketing spend for financial services is projected to reach $25 billion by 2025
69% of RIA firms reported growth attributable directly to their digital marketing efforts in the last year
42% of RIAs use podcasting as a digital marketing strategy to reach younger demographics
84% of financial advisors believe that a robust digital marketing strategy is essential for growth

Digital Marketing Adoption and Usage Interpretation

In today's RIA industry, where 75% embrace digital marketing spending an average of 12% of revenue—yielding a compelling ROI of 350% from PPC and a 70% boost in organic traffic—it's clear that firms betting on LinkedIn, Google Ads, and AI-driven automation are not just surviving but thriving, as nearly 70% attribute growth directly to their online strategies, proving that in the digital age, a well-optimized website and targeted digital outreach are the new pillars of client acquisition and industry success.

Social Media and Influencer Marketing Trends

82% of RIA firms use LinkedIn for professional networking and client prospecting
58% of RIAs find that social proof on digital platforms significantly impacts their client acquisition success
Social media advertising ROI for RIAs is estimated at 250% on average
The use of influencer marketing in financial services is projected to grow by 25% annually, with RIAs adopting micro-influencers for niche markets

Social Media and Influencer Marketing Trends Interpretation

In an industry where 82% of RIA firms network on LinkedIn and 58% credit digital social proof with boosting client wins, savvy RIAs are embracing social media advertising boasting a 250% ROI and tapping into micro-influencers—proving that in the modern financial landscape, a well-placed post can be worth its weight in clients.

Technology Integration and Innovation in RIAs

70% of RIA firms use marketing automation tools to nurture prospects
80% of RIAs plan to expand their digital marketing efforts to include AI-driven personalization tools
The adoption rate of CRM systems in RIA firms is at 85%, significantly aiding marketing outreach
RIA firms that leverage data analytics see a 30% improvement in marketing campaign ROI
70% of RIA firms plan to increase investment in digital tools in the next two years, primarily focusing on automation and analytics
69% of RIAs have integrated chatbots to handle FAQs and initial client inquiries, leading to a 35% increase in lead capture

Technology Integration and Innovation in RIAs Interpretation

With 85% of RIA firms adopting CRM systems and 70% expanding into AI-driven marketing, it's clear that wealth managers are increasingly merging data, automation, and personalized digital tools to turn prospects into clients—and perhaps, to stay ahead in the increasingly tech-savvy financial landscape.