Wealth Management & RIAs
More qualified prospects.
Faster pipeline.
AUM that compounds.
All strategies built for SEC / FINRA compliance
We build the digital growth engine for independent RIAs and wealth management firms — from prospect nurturing and content authority to paid lead generation and referral programs. Built specifically for fiduciary advisors ready to scale AUM without compromising compliance or brand credibility.
4.2×
Avg pipeline velocity
58%
Lower cost per qualified lead
$47M
Avg new AUM in year one
Ritner RIA Analytics
Overview
Pipeline
Content
Referrals
New AUM (QTD)
$12.4M
↑ 61%
Qualified Leads
38
↑ 2.9×
Cost per Lead
$214
↓ 58%
Close Rate
34%
↑ 18%
AUM Growth — 7-Month Trend
JanFebMar
AprMayJun
Jul
Pipeline — Recent Activity
JW
James Whitfield
$2.8M investable
SR
Sandra Reyes
$1.4M investable
TN
Thomas Nakamura
$3.1M investable
SEC & FINRA Compliant Strategies
Compliance-Reviewed Ad Copy
No Guaranteed Returns Language
Full Content Archive & Recordkeeping
Fiduciary-First Messaging Framework
Paid Prospect Acquisition
Content Authority & SEO
Email Nurture Sequences
LinkedIn Lead Generation
Referral Program Strategy
Website CRO & Lead Capture
Webinar & Event Marketing
Compliance-Safe Ad Creative
CRM & Pipeline Optimization
Attribution & Reporting
The Problem
Independent RIAs are leaving AUM on the table
with broken digital pipelines.
Word-of-mouth got you here. But the firms that are growing 20%+ year-over-year aren't waiting on referrals — they've built a systematic digital pipeline that surfaces the right prospects, nurtures them over months, and converts them at scale.
High-Quality Prospects Don't Know You Exist
Pre-retirees, business owners, and HNW individuals are actively researching advisors online. Without a content strategy and paid presence, you're invisible at the exact moment they're ready to act.
Slow Pipeline — Prospects Go Cold Before Closing
The RIA sales cycle is 60–120 days. Without structured email nurture sequences and touchpoints timed to that journey, warm prospects fade into competitors who stayed visible.
Referrals Are Inconsistent and Can't Scale
Client referrals are gold — but they're unpredictable. Without a formal referral activation program and digital amplification, you're leaving your best growth channel entirely to chance.
Compliance Anxiety Paralyzes Marketing Efforts
Fear of SEC/FINRA violations means most RIAs publish nothing, advertise nothing, and fall behind firms willing to invest in compliant, expertly crafted digital marketing that builds trust without crossing lines.
Our Solution
A compliant, systematic growth engine
built for serious AUM growth.
Targeted paid acquisition on Google & LinkedIn for HNW and pre-retiree segments
We reach the right households — filtered by income, age, life stage, and intent signals — with compliant creative that builds trust before the first meeting.
Long-form nurture sequences engineered for the 90-day RIA decision cycle
Automated email flows timed to how prospects actually buy — educational content, timely market commentary, social proof, and soft CTAs that move prospects forward without pressure.
Content authority program that makes you the most trusted voice in your niche
SEO-optimized articles, market commentary, and retirement planning guides that rank on Google and give prospects a reason to return — and a reason to trust you before they've ever spoken to you.
Formalized referral activation program that turns happy clients into a pipeline
Structured ask cadences, client appreciation touchpoints, and digital amplification tools that make it easy — and rewarding — for satisfied clients to introduce you to their networks.
Every piece of marketing reviewed for SEC/FINRA compliance before it goes live
Our compliance-aware copywriting framework and review process ensures you market aggressively within the rules — never crossing the line on testimonials, performance claims, or comparative advertising.
What We Do
Everything your firm needs
to grow AUM systematically.
One agency. Full digital growth stack. Built around compliance, credibility, and conversion.
01
Paid Prospect Acquisition
Google Search and LinkedIn campaigns targeting HNW prospects, pre-retirees, and business owners by life stage — with compliance-reviewed copy and landing pages optimized for qualified discovery calls.
02
Content Authority & SEO
Long-form retirement planning guides, tax planning articles, and market commentary that rank on Google and position your firm as the authoritative voice in your niche — before a prospect ever picks up the phone.
03
Email Nurture & Lead Warming
Multi-touch drip sequences engineered for the 60–120 day RIA sales cycle. Educational series, timely market updates, social proof, and precisely timed CTAs that convert cold leads into booked consultations.
04
LinkedIn Thought Leadership
Ghostwritten content, outreach sequences, and LinkedIn advertising that builds your personal brand and surfaces your firm to the executives, business owners, and professionals most likely to become long-term clients.
05
Referral Program Design
A structured, compliant referral system — personalized ask sequences, client appreciation programs, and digital tools — that formalizes word-of-mouth into a predictable and scalable acquisition channel.
06
Website CRO & Lead Capture
Conversion-optimized advisor pages, lead magnet strategy, discovery call booking flows, and retargeting — turning your website from a digital brochure into a 24/7 prospect generation machine.
Built-in Compliance Review — On Every Deliverable
Every ad, email, landing page, and piece of content we produce goes through our compliance-aware review process before it goes live. We understand the restrictions on performance claims, testimonials (post-2021 SEC rules), and comparative advertising — and we know exactly how to market powerfully within those guardrails. You get aggressive growth without regulatory risk.
How It Works
From firm audit to qualified pipeline
in 60 days.
A proven four-phase process that identifies your highest-value growth levers and executes without disrupting your advisory practice.
1
Firm & Market Audit
We audit your current digital presence, ideal client profile, competitor positioning, compliance requirements, and referral patterns to identify exactly where AUM growth is being left on the table.
2
Growth Blueprint
We build a prioritized 90-day growth plan — the right channels, target segments, content strategy, and AUM pipeline targets — specific to your firm, your niche, and your compliance requirements.
3
Full Execution
Our team builds, writes, and launches everything — ad campaigns, nurture sequences, content, LinkedIn, referral systems. You advise clients; we build your pipeline.
4
Optimize & Scale
Weekly pipeline reviews, monthly content strategy updates, and continuous testing. We scale what's generating qualified AUM and ruthlessly cut what isn't.
Client Results
Real firms.
Real AUM growth.
We measure success the way you do — new AUM, qualified prospects, pipeline velocity, and close rate.
Meridian Wealth Advisors
Independent RIA · Charleston, SC · $310M AUM
$41M
New AUM (Year 1)
3.2×
Discovery Calls
"We'd relied entirely on referrals for 12 years. Ritner built a digital pipeline that now generates more qualified prospects than our referral network — and at a fraction of the cost per client."
Summit Ridge Financial Group
Fee-Only RIA · Denver, CO · $185M AUM
58%
Lower CPL
41%
Higher Close Rate
"We had compliance anxiety about digital marketing — we didn't want to touch it. Ritner removed all of that. Everything they produce is vetted, professional, and actually works."
Brightfield Capital Partners
Boutique RIA · Austin, TX · $92M AUM
$18M
New AUM (90 days)
4.8×
Pipeline Growth
"We're a small firm competing against wirehouses and major RIAs. Ritner made us look like the biggest, most credible option in the room. Our content is outranking firms 10× our size."
Pipeline Intelligence
Your website becomes your
highest-performing advisor.
Most RIA websites are digital brochures. We transform yours into an active pipeline engine — capturing, qualifying, and nurturing HNW prospects on autopilot, so your team focuses only on closing-ready conversations.
Lead Scoring & Qualification Funnels
Behavioral scoring that surfaces your hottest prospects — so advisors spend time on the $2M conversation, not the $80K one.
Automated Discovery Call Booking
Calendly and HubSpot flows that book qualified calls automatically — no back-and-forth, no front-desk friction, no lost prospects.
Content-Led Trust Building
Retirement readiness calculators, tax planning guides, and market commentary that build credibility before prospects ever reach out.
Full-Funnel Pipeline Reporting
Track every prospect from first ad impression through signed engagement — with cost-per-lead, pipeline stage, and projected AUM by channel.
Meridian Wealth Advisors
Pipeline AUM
$24.7M
↑ 3.2× vs last Q
Active Prospects
47
↑ 31 new
Meetings Booked
12
this week
Prospect Funnel — Current Quarter
Awareness
284 leads
Engaged
98 leads
Qualified
47 leads
Meeting Booked
12 leads
Hot Prospects — Assigned to You
JW
James Whitfield
Exec · Retirement rollover · Google Ad
$2.8M
HOT
SR
Sandra Reyes
Business owner · Estate plan · LinkedIn
$1.4M
WARM
TN
Thomas Nakamura
Physician · Referral · Content download
$3.1M
NEW
Compliance-First Marketing
We know the rules.
You market without fear.
The 2021 SEC Marketing Rule opened new doors — including testimonials, endorsements, and third-party ratings. Most RIAs don't know how to use them compliantly. We do.
Every deliverable we produce is reviewed against SEC Marketing Rule requirements, FINRA Rule 2210, and your firm's specific compliance manual. We keep full archives and provide documentation for your compliance officer.
Compliant Testimonials
Post-2021 SEC rule testimonials done right — proper disclosures, no cherry-picking, full documentation.
Performance Presentation
No hypothetical returns, no cherry-picked time periods. Clean, compliant performance framing that still builds trust.
Content Archiving
Full email, ad, and social archives delivered monthly for your compliance officer. No surprises at examination.
Pre-Approved Copy Library
We build a library of pre-approved headlines, value props, and ad copy your team can deploy instantly without re-review.
Why Ritner Digital
We know RIA economics.
Not just digital marketing.
Generic agencies don't understand AUM-based business models, the 90-day decision cycle, or what it actually takes to move a $2M household from "just browsing" to signed engagement. We do — and we've built our entire process around it.
Talk to an RIA Growth Specialist →RIA-Native Strategy
Every tactic is built around AUM, CPL, pipeline velocity, and advisor capacity — not vanity metrics like impressions and followers.
Compliance Embedded
Not an afterthought — compliance review is part of every workflow, every time, for every deliverable we produce.
$47M avg new AUM
Generated for RIA clients in Year 1
Full attribution from first content impression through signed engagement letter. You know exactly which channels are producing qualified pipeline and at what cost per acquired household.
No Lock-In Contracts
Month-to-month because we earn continued partnership with AUM results — not annual commitments.
Dedicated RIA Strategist
One expert who knows your firm, your niche, your compliance requirements. No ticket queues, no junior account managers.
Let's Get to Work
Ready to build a pipeline that grows
your AUM every quarter?
Get a free, no-obligation RIA growth audit. We'll identify exactly where your digital pipeline is leaking qualified prospects — and show you the precise playbook to fix it, compliantly.