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Analytics & Attribution for RIAs

Connect marketing performance to revenue
Most RIAs can see traffic, rankings, and leads. Few can confidently connect marketing activity to qualified opportunities, new clients, and firm growth. We help firms build measurement systems leadership can trust.
A graphic representing Actionable Dashboards and Reporting

THE PROBLEM

Most RIA marketing decisions are made with incomplete data

Many firms invest in SEO, paid growth, content, and local visibility without a clear understanding of what is driving pipeline. Without trusted measurement, reporting becomes noise instead of insight.

  • Growth decisions rely on assumptions rather than evidence
  • Marketing reports focus on activity instead of business outcomes
  • Lead sources are difficult to validate
  • Channel performance is measured in silos
  • Leadership lacks confidence in reporting

Client Testimonials

“If you’re looking for an agency that feels more like part of your in-house team than an outside vendor, Trustworthy Digital is it.
We’ve partnered with Trustworthy for years – first on SEO, then on Paid Media – and the results speak for themselves. What makes Trustworthy exceptional is how they work: they’re reliable, collaborative, and relentlessly proactive.

John Landrum

Vice President of Marketing, OTR Solutions

I couldn’t recommend Brandon and the Trustworthy Digital team more. They have been handling our digital paid ads and SEO organic marketing exclusively for years and have proven to be one of our most valuable partners around.

Matthew P. Mutton

CEO, Osborne Homes

otr solutions web page

Case Study

OTR Solutions Boosts Leads by 189% With Paid Media Overhaul

Learn how Trustworthy Digital helped OTR Solutions increase leads by 189% and cut acquisition costs by 57%

Frequently Asked Questions

What are analytics and attribution services?
Analytics and attribution services measure marketing performance using accurate data, dashboards, and attribution models, helping businesses understand what drives results and optimize decisions.
Why are analytics and attribution important?
Analytics and attribution reveal how channels perform, reduce wasted spend, improve strategy decisions, and provide clarity into which efforts truly influence revenue.
What is included in analytics and attribution services?
Services include GA4 audits, custom dashboards, KPI reporting, attribution modeling, data validation, and insights that support smarter marketing investments.
What is marketing attribution modeling?
Attribution modeling assigns value to each marketing touchpoint, showing how channels contribute to conversions across the customer journey.
How do analytics support SEO, paid media, and AEO?
Analytics connect performance data across SEO, paid media, and AEO, helping teams optimize visibility, budget allocation, and conversion outcomes using reliable insights.

What modern marketing measurement actually requires

We provide the infrastructure and clarity required to turn marketing data into measurable business outcomes.

analytics and reporting

Accurate conversion tracking

We track calls, forms, and chats, so your reporting reflects every real conversion, not just partial data.

Attribution you can trust

We connect marketing activity to qualified leads across channels, so you know what’s actually driving growth.

CRM integration

We link campaign data to your CRM, giving your team a clear view from first touch to client.

Executive reporting

We build dashboards focused on pipeline and lead quality, so leadership can decide without digging through data.

Funnel visibility

We track the full funnel from first visit to client, showing exactly where prospects engage and drop off.

Measurement governance

We set tracking standards across tools and channels, so your data stays accurate and consistent as you scale.