Case Study: Oak Wealth Partners builds a $100M AUM pipeline with SmartAsset

Oak Wealth Partners adds $100M AUM in under 3 years with SmartAsset

Oak Wealth Partners, a financial advisory firm, faced the challenge of efficiently finding and serving mass affluent clients, particularly federal employees, whose wealth was largely tied up in held-away retirement accounts like 401(k)s. These clients were often overlooked by other advisors because their assets were not immediately fee-generating. To build a sustainable pipeline for future growth, the firm needed a new marketing approach beyond their successful educational seminars and partnered with SmartAsset and its lead generation platform.

Using SmartAsset's tools, including its outreach automation product, Oak Wealth Partners connected with a new stream of qualified local prospects. The solution's high ROI was evident as the firm added approximately $100 million in reported assets under management over 2.5 years for a monthly spend of $2,500. This total included $60 million in directly managed assets and another $40 million in held-away assets, creating a powerful feeder system for future business. The partnership with SmartAsset was deemed essential for the firm's strategy to expand into new markets.

Oak Wealth Partners