Sales & Marketing | 11.02.26

High-Growth Advisors Expand Reach Within Existing Relationships

by: Valentina Baez

A survey by BlackRock found that retirement firms with the fastest growth increasingly expand existing client relationships rather than relying solely on new business. From 2023 to 2025, high-growth advisors increased defined-contribution assets by 121% and revenue by 139%, substantially outperforming peers. They also reported stronger client retention and new-plan acquisition. These firms more frequently identify participants’ wealth-management needs, tailor investment choices to individual plan sponsors and view the mid-market as a major growth opportunity.

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