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Magnan, Michael

Chief Executive Officer

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Luminaries 2026

Business Development

Luminaries 2026 Impact Statement

As CEO of AdvizorPro, Michael Magnan has transformed an RIA data provider into a foundational intelligence layer for asset managers, wealthtechs, and distributors who sell to financial advisors. Under his leadership, AdvizorPro has expanded to a dynamic, AI‑powered platform that helps firms see where advisors are actually moving, allocating, and growing, and then take action across their CRM, marketing, and sales workflows. Michael’s vision has been consistent and highly prescient. Long before “AI for advisors” became a buzzword, he focused on building a clean, verified, highly structured dataset that could safely power AI‑driven workflows. That groundwork enabled AdvizorPro to launch its Model Context Protocol (MCP) server and AI integrations that let distribution and recruiting teams query advisor data conversationally inside tools like Claude and ChatGPT without compromising governance or compliance.