Financial Advisory Firms

Your clients can get portfolio management from an app. Build what the app cannot do.

Robo-advisors and AI planning tools are commoditizing the work that built your AUM. The question is what to sell next, and a full day with your senior team produces the answer.

Updated April 13, 2026

The pressure financial advisory firms are facing right now.

Fee Compression

AUM-based fees are under pressure as robo-advisors and direct indexing platforms deliver portfolio management at a fraction of the cost.

Planning Commoditization

AI planning tools give clients 80% of basic financial planning at no cost, compressing the value of your planning engagement.

Client Consolidation

Clients are consolidating advisors and comparing fees as aggregation platforms make switching easy.

Global robo-advisor AUM reached $1.97 trillion in 2025. Vanguard charges 0.30%, less than one-third of the industry average, and manages $312 billion in advisory assets. 82% of Gen Z and millennial GenAI users have already sought AI financial advice. RIA M&A hit a record 322 deals in 2025, with PE-backed consolidators now 49% of acquirers (up from 39% in 2024). Acquirers are buying for AUM, not advisory relationships.

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See Where You Stand

What firms like yours are building.

Every engagement is different. Your team's domain expertise shapes the output. These illustrate the kind of offerings financial advisory firms design in a single working day.

Business owner liquidity event advisory

Fixed-fee engagement for founders and owners navigating a sale, recapitalization, or succession. Priced on complexity, not assets.

Tax-aware wealth transition service

Multi-generational wealth transfer planning with AI-powered scenario modeling. Retainer-based, recurring revenue.

Executive compensation optimization

Ongoing advisory for executives with complex comp packages: stock options, RSUs, deferred comp. Subscription pricing.