Twelve firms that sell senior marketing or growth leadership to registered investment advisors on a fractional basis. Listed alphabetically, each described in its own words. Wealth I/O publishes this page and appears on it in turn.
Chief Outsiders places fractional CMOs and CSOs across many industries — manufacturing, healthcare, consumer products, hospitality, technology and others — and runs a financial services practice inside that. Its site describes a bench of seasoned executives who are assigned into client firms, alongside consulting, coaching and a proprietary digital marketing assessment. Financial services is one vertical among many rather than the whole business.
CMO Alpha sells strategy, leadership and execution together to RIAs, advisory teams and financial firms, and frames the offer around three problems it names on its own homepage: marketing that feels reactive, growth that depends too much on the founder, and vendors and systems that are not aligned with each other. It is one of the few firms here that publishes its engagement levels and retainer ranges on the site rather than quoting privately.
Excella offers an outsourced Chief Marketing Officer service for RIA firms, delivered personally by Ani Yessaillian. Its page states that she works with a select group of RIAs that are not in direct competition with one another, and that every engagement is custom-designed from an assessment of the firm's goals. The wider practice serves the sales, marketing, product and training needs of financial institutions and advisors, including next-generation advisor coaching.
Invstly describes itself as a growth partner for private equity, venture capital and wealth advisory firms, with fractional CMO work named as the service the firm was built on. Alongside it the site lists outsourced marketing, an experience audit, organizational branding, digital and content production, and hands-on execution. Its wealth management copy frames the work around firms looking to grow or to sell a book of business.
Kristin Harad is an individual practitioner rather than a firm; her site kristinharad.com resolves to Full Advisor Coaching. The practice offers business development coaching and marketing leadership for advisors, with an outsourced fractional CMO engagement listed alongside solo advisor coaching, enterprise team coaching and speaking. The framing throughout is a firm's “version 2.0”: leadership, growth and decision-making that extend past one person.
Marketing Growth Strategies addresses firms it describes as too small for a full-time VP of Marketing and too large to operate without a strategy. It lists five services: fractional CMO and strategic growth consulting, M&A integration and rebranding, a search and answer-engine lead generation engine, thought leadership and media, and marketing operations and SOP development. It is one of the few firms here to name answer engine optimization explicitly alongside SEO and paid search.
Midstream calls itself a growth partner for independent financial advisors and sells two related things. Its Virtual Marketing Agency runs the whole marketing function for solo and smaller firms; its Fractional CMO service, delivered by Christopher Wendt, provides senior oversight to firms that already have a team or an agency but want financial-services-specific leadership above it. The approach is described in three steps: the offer, the funnel, then the traffic.
Rokture is Fernando Pena's practice, positioned around connecting the organic growth a firm already has — referrals, relationships and reputation — to a digital layer that extends its reach, rather than replacing what is working. Its fractional CMO page lists “RIAs ($300M–$2B AUM)” among its best-fit clients, alongside credit unions, community banks and larger independent insurance agencies, and sets out a five-stage operating model it calls the Trust Track.
Sage describes itself as outsourced marketing built exclusively for independent RIAs: a dedicated fractional CMO plus a marketing department, with a stated emphasis on fully original content rather than syndicated material, so that firms do not end up looking like the firm down the street. Its homepage states the service is built for firms with $50M to $750M in AUM, a smaller band than most of the firms listed here.
Select Advisors Institute offers outsourced and fractional CMO services to wealth management firms, RIAs, asset managers and financial professionals, with a stated emphasis on high-net-worth and ultra-high-net-worth audiences. Its own writing argues that a fractional CMO should specialize in a single industry rather than work across several, on the grounds that compliance, regulation and investor psychology are not transferable. It publishes a large library of articles on advisor marketing, branding, coaching and sales.
The White Label Creative describes itself as an outsourced CMO and marketing consultancy for financial services firms at inflection points — asset managers, RIAs and wealth management practices. It leads with a marketing audit and argues that the problem is usually the operation rather than the campaigns: who owns what, whether the strategy matches the business plan, and what the spend is actually producing. Engagements are led by senior operators rather than staffed to junior accounts.
Wealth I/O is a managed growth service rather than a software subscription. Jonathan joins your firm as its growth executive on a fractional basis, installs the stack, and runs it against a number you set together. Five agents run daily inside the firm's own systems and grounded in its CRM: visitor identification, answer engine optimization, signal-driven local outbound, centers-of-influence referrals, and a compliance agent that screens every draft against the SEC Marketing Rule and FINRA 2210 before a named person approves it. For RIAs from $300M to $3B that want someone accountable for growth before they hire a full-time executive.
This page is published by Wealth I/O. Read this entry as a self-description, exactly as every other entry here is the firm’s own.
The category description — senior marketing leadership, fractionally, for advisory firms — fits all of them. The differences that matter to a buyer are underneath it, and most of them can be settled on a first call.
On the underlying problem most of these engagements are hired to solve: How RIAs grow organically without depending on the founding partner's referrals
If a firm on this list is described inaccurately, or a firm that belongs on it is missing, say so and it will be corrected.
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