B Evidence Grade B Graded accuracy verified by the review judge Safe to Cite Current

$3,119

$3,119 -- client acquisition cost for financial advisors (2026)

2026  · Kitces Research

The average financial advisor spends $3,119 to acquire a single client, including advisor time priced in.

  • 83% of the total acquisition cost is the advisor's own time
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Attribution: Kitces Research View source
Lighthouse Research Team
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Source verified Evidence graded
Value
$3,119
Unit
Currency Usd
Data Vintage
2026
Entity
financial advisors
Geography
US
B
Strong, reliable evidence

Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.

61/100 confidence

Single source - not yet corroborated

Extraction
75
Source Trust
60
Citation Chain
60
Independence
30
Methodology
45
Freshness
95
Kitces Research Primary Tier B
https://advisorrankings.io/signalroi/ ↗
Confidence: 34/100 Vintage: 2026 Channel: Deep Crawl
Source Article
You preach compounding. Your marketing should too.
You preach compounding. Your marketing should too. Of every marketing strategy Kitces Research measured, including networking, COIs, events, social media, and paid ads, SEO had the lowest cost per client acquired. And unlike the rest, the work compounds: every ranking, article, and AI citation keeps…
Original Research
Kitces Research · Original study ↗

Kitces Research on Advisor Marketing; cost includes advisor's own time priced in

Methodology documented
IndustryFinance Company SizeSMB RegionUS
Plain Text
financial advisors: $3,119 client acquisition cost. Source: Kitces Research (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/advisor-client-acquisition-cost-3119
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<blockquote cite="https://lighthousedata.io/data/advisor-client-acquisition-cost-3119" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>$3,119</strong> -- client acquisition cost for financial advisors<br><small>Source: Kitces Research (2026) · <a href="https://lighthousedata.io/data/advisor-client-acquisition-cost-3119" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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