For executives at RIAs, broker-dealers, aggregators, and enterprise wealth platforms.

• Directional paid media benchmarks across the channels wealth firms actually use (Google Search, Meta, LinkedIn, YouTube/CTV, Streaming/CTV).
• Funnel economics ranges from lead → meeting → client, including how weak meeting rates quietly destroy ROI.
• Audience segment breakdowns with platform fit, expected CPL ranges, and “what works” by life stage.
• A practical outlook (2026–2030): what to expect as targeting signal degrades and first-party data becomes decisive.
• An action roadmap + test backlog to prioritize experiments that move CAC, not vanity metrics.

What's Inside
This report isn’t trends—it’s a benchmark tool to spot funnel leaks and prioritize what to test next. Inside the report:

• Channel mix shift (2015–2025): How rising costs and weaker targeting changed where budgets perform.
• Benchmarks by channel: Directional CPM/CPC/CVR/CPL (where available) to sanity-check performance.
• Funnel benchmarks: Lead → meeting → client conversion ranges and implied CAC to pinpoint where ROI breaks.
• Segment playbooks: What works by audience (pre-retirees, women in transition, business owners/HNW, next-gen inheritors).
• Forecasts + confidence: What’s likely to change through 2030, with confidence levels to guide bets.

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