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CASE STUDY

How Pure Financial Enhances M&A and Advisor Recruiting with FINTRX

San Diego, CA

Headquarters

~$9B

in Assets Under Management

2007

Founded

Pure Financial

Overview

Founded in 2007, Pure Financial Advisors is a fee-only Registered Investment Advisor (RIA) with roughly $9 billion in assets ($8.998B AUM and $30M AUA as of 5/25/2025). The firm provides fiduciary-based financial planning and investment management services to the mass affluent, typically clients with $500K to $5M in investable assets.

 

Operating under a centralized model, Pure equips its advisors with robust internal support teams across client service, tax planning, investment management, and corporate development. With a focus on organic growth complemented by select acquisitions, the firm continues to expand nationally while staying rooted in a planning-first, client-centric mission.

"Almost every meeting I go into, I’m on FINTRX - looking up the firm, learning everything I can. It’s become part of my process. It’s like a cheat code. If you’re not using it, you’re behind.”

1589840931784
Ben Littman
CFP, Founding Member, Corporate Development at Pure Financial Advisors, LLC
SUMMARY 

Case Study

Founded in 2007, Pure Financial Advisors is a fee-only RIA with roughly $9 billion in assets ($8.998B AUM & $30M AUA as of 5/25/2025). The firm provides fiduciary-based financial planning and investment management services to the mass affluent, typically clients with $500K to $5M in investable assets. Operating under a centralized model, Pure equips...
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Challenges

As Pure Financial expanded its advisor recruiting and M&A efforts, the team needed a more scalable and efficient way to identify, evaluate, and engage with high-potential advisors and firms. Their prior process leaned heavily on manual research and outdated spreadsheets, creating unnecessary friction and limiting efficiency.

+ Inefficient Prospecting Workflows

Manual outreach and list-building using legacy data sources made it difficult to operate at scale. 

+ Disconnected Outreach Tracking

Without a centralized system to manage early-stage outreach, communication history often lived in scattered spreadsheets, making it tough to track engagement and follow-ups over time.

+ Specialized Recruiting Needs

Pure’s advisor recruiting strategy is highly selective. Advisors are generally required to hold a CFP®, CPA, CFA, or have five+ years of planning experience, making it challenging to identify qualified candidates across multiple markets.

+ Outdated or Incomplete Data

Previous data sources lacked depth and consistency, often requiring validation through multiple platforms, slowing down decision-making.

 

Why They Chose FINTRX

FINTRX was introduced to Pure Financial by an industry peer and quickly proved to be the right fit for their advisor recruiting and M&A goals. The platform’s advanced filtering tools, real-time firm data, and comprehensive ADV integration made it easy to identify and assess high-quality targets. From on-the-go meeting prep to pre-event outreach and regional list-building, FINTRX gave Pure the intelligence and flexibility to streamline outreach and scale its efforts more efficiently.
 

Results & Key Benefits

Since adopting FINTRX, Pure Financial has transformed how it sources and engages prospective advisors and firms. The platform has become a core component of its recruiting and M&A toolkit.

+ Streamlined Research & Outreach

FINTRX replaced manual prospecting with real-time data, dynamic filters, and enriched firm profiles. Tasks that once took hours in spreadsheets now take minutes, allowing the team to quickly surface high-fit prospects by geography, AUM, credentials, and more.

+ Smarter, Real-Time Meeting Prep

The FINTRX mobile app enables fast access to firm and advisor intelligence from anywhere, helping Pure prepare more effectively for meetings and events.

+ Targeted Event Outreach

By enriching attendee lists in FINTRX, Pure is able to prioritize the most relevant firms ahead of events and deploy targeted outreach campaigns that drive higher-quality conversations and follow-ups.

+ Centralized Pipeline Visibility

FINTRX offers a single hub for managing lead lists and tracking outreach, improving visibility into engagement activity without relying solely on CRM or disconnected spreadsheets.

+ Scalable, Strategic Growth

With a more efficient and informed approach to sourcing opportunities, FINTRX helps Pure Financial Advisors scale its recruiting and M&A strategy while maintaining its rigorous standards and long-term growth objectives.

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