LeadForge runs outbound prospecting for solo advisors and small RIAs. It finds prospects, writes personalized outreach, and reports pipeline — 24 hours a day, 7 days a week.
of advisors say new client acquisition is their top business challenge
average monthly spend on a part-time Biz Dev hire
leads per month from that hire, on a good month
Every RIA has the same problem. You're good at managing money. You're terrible at finding new clients. The people who are good at finding clients cost more than you're willing to pay. So you do it yourself — badly, sporadically, and never at the scale your pipeline demands.The average solo advisor spends 6+ hours a week on prospect outreach and generates 2–4 qualified conversations per month. LeadForge changes that equation entirely.
Describe your target — by firm size, AUM range, geography, or custodian — and LeadForge pulls a live, verified prospect list from RIA databases. No manual research. No stale spreadsheets.
LeadForge reads each prospect's LinkedIn, recent activity, and firm context — then writes outreach that references something real. No merge fields. No batch-sent generic copy.
LeadForge manages the full outbound cycle autonomously — multi-step follow-up sequences, objection responses, and meeting requests. You get a daily briefing of warm signals, ready to close.
Connects to your email, calendar, and CRM in one session. No engineering required, no months of integration work. Set it up in an afternoon. Run it while you sleep.
of all advisor-managed U.S. assets will flow through RIA firms by 2026 — the fastest-growing advisory channel
average AUM of an SEC-registered RIA firm — your target market is well-funded and actively seeking growth solutions
touchpoints required to reach a wealth management decision-maker; most advisors give up after one or two
average revenue per client acquired via organic search — proves the market is active and conversion-ready
The advisors who win in 2026 aren't the ones with the biggest networks. They're the ones with the best systems. LeadForge gives solo advisors and small RIAs the outbound capacity of a five-person sales team — running 24/7, at a fraction of the cost.