Not all RIA marketing teams are built to drive growth
Where does your firm stand?
Catchlight’s 2025 RIA Growth Proficiency Report breaks down the marketing strategies, team structures, investments, and KPIs of 18 firms on the Barron’s Top 100 RIAs list*, and reveals why some generated meaningful organic growth while others flatlined.
You’ll discover the four growth marketing proficiency levels and the key attributes that separate the firms driving real organic growth from the rest.
-
What You Can Learn
The 4 distinct growth marketing profiles among top RIAs | Why level 3 and 4 firms are growing...and why levels 1 and 2 are not | The critical shift from brand builders to revenue drivers | How PE-backed firms are reshaping marketing priorities | ROI benchmarks and investment models that may justify budget increases -
Why This Matters
Too many RIA marketers are stuck executing without alignment to the firm’s growth goals or the resources to drive meaningful results. This report gives you the language, data, and framework to help change that. -
Who It's For
CMOs and Heads of Growth at RIAs | Executive teams re-evaluating marketing’s role | PE firms assessing growth potential in portfolio companies | Any RIA leadership team ready to make marketing a core growth engine
1239650.1.0
