2026 MEDIA KIT

As another busy year winds down and a fresh round of budgeting ramps up, we're excited to announce that The Wealth Advisor 2026 Media Kit is now live — outlining the full range of growth, distribution, and engagement opportunities available to new and existing partners alike.

With 350,000 financial advisors (including 280,000 who sit in RIAs, see p. 7) and one of the strongest engagement pipelines in the industry (p. 8), our platform continues to help firms like Envestnet, State Street, Northern Trust, PIMCO, and dozens more (partial list on p. 9) build meaningful advisor relationships and consistently convert "awareness" into tangible wins.

Download our Media Kit to learn more!