How to Run a LinkedIn Outreach Campaign for RIA Firms by Location and AUM in 2026

Quick Answer: Once you’ve built a list of RIA firms by location and AUM using Origami, you can send LinkedIn outreach directly from the platform with its built‑in LinkedIn sequencer. Origami doesn’t just find leads — one prompt builds a qualified list, and the same tool sends personalized, multi‑touch sequences without exporting a single CSV.

This is the tactical companion to our guide on how to build a list of RIA Firms by Location and AUM. If you’ve already run a search and have a list of 50 or 200 RIA principals ready to contact, this post is the rest of the playbook. I’ll walk through how to refine that list for LinkedIn outreach, the exact 3‑touch message sequence you can steal, and how to send it all from the same tab where your leads live.

I’m not a content marketer guessing at what “might” work. I’ve run this exact motion targeting RIAs in specific cities filtered by AUM. This is the real flow, down to the message word count.

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Why LinkedIn (and why 2026) Matters for RIA Prospecting

The independent RIA channel is more crowded than ever. Fidelity’s 2025 RIA Benchmarking study (public data) shows the number of SEC‑registered RIA firms grew by 7% year over year, and the average AUM per firm is compressing as breakaway advisors launch new practices. In 2026, the firms winning are the ones that can scale without ballooning headcount — and the vendors who reach them need to demonstrate that same efficiency.

LinkedIn remains the only place where you can get in front of an RIA owner, compliance officer, or managing partner without getting filtered by a gatekeeper. But “spray and pray” connection requests don’t work on people who are already skeptical of financial services marketing. You need a list of the right firms in the right locations with the right size, and a sequence that sounds like you actually understand their business.

That’s exactly what we’re covering.

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Step 1: Build the List in Origami (or Pull the One You Already Have)

If you’ve already generated a list using the prompt in our parent post, skip to Step 2. If not, here’s the 15‑second version.

Open Origami and type a prompt like this into the agent:

"Find RIA firms in Austin, TX with AUM over $300 million. Get me the name, title, LinkedIn profile URL, and verified email of the founder or managing partner at each firm."

Origami’s agent will search the live web, chain data sources, verify contacts, and return a table with everything you asked for — names, job titles, firm names, AUM ranges, location, direct emails, and LinkedIn profile links. No browsing the SEC’s IAPD, no manual copy‑pasting from BrightScope, no guessing emails.

The free plan gives you 1,000 credits (no credit card required), which is enough to build and enrich a list of 50–100 RIA leads — more than enough to test a campaign. Paid plans start at $29/month if you’re running lists weekly.

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Step 2: Refine and Qualify Your RIA List for LinkedIn

A raw list of “RIA firms in Austin over $300M” is a solid start, but LinkedIn outreach lives and dies on relevance. Before you sequence anyone, spend 15 minutes segmenting and pruning.

Slice by Role, Not Just Firm

Within an RIA, the buyer persona changes dramatically:

• Founder/CEO/Managing Partner — The ultimate decision‑maker on tech stack, M&A, and strategic hires. Prioritize these contacts if you’re selling platform‑level solutions (CRM, portfolio management, compliance).
• Chief Compliance Officer (CCO) — Often the hidden gatekeeper. If your product touches reporting, archiving, or advertising review, you’ll need this person’s blessing sooner or later. A separate sequence aimed at compliance pain points can warm the firm before you reach the CEO.
• Director of Operations / COO — Buys efficiency tools. Messaging should focus on process automation and reducing advisor administrative burden.
• Lead Advisor / Senior Wealth Manager — Rarely the economic buyer but can champion a tool internally. Best for referrals or educating the firm bottom‑up.

In Origami’s list view, you can sort and filter by job title. Create sub‑segments for each persona and write (or let the agent generate) a slightly different message for each.

Look for Buying Triggers

While you’re reviewing contacts, look at the enriched data beyond just name and email. Origami often pulls signals like:

• Recent job changes — A new CCO hired in the last six months is likely evaluating new tools.
• Firm growth trajectory — If AUM jumped from $300M to $500M in two years, they’re likely outgrowing legacy systems.
• Tech stack indicators — Mentions of specific tools (e.g., Orion, Tamarac, Redtail) in public profiles give you something to reference.

I’ll often move anyone with a clear trigger to a “hot” sub‑list and give them a slightly more personalized connection note.

What “Qualified” Looks Like for RIA Outreach

You don’t need every lead to be a perfect fit. But before you queue 100 contacts, check:

• Does the firm actually serve end clients (not just a holding entity)?
• Is the contact still at the firm? (Cross‑reference LinkedIn if the email verification is older than a week.)
• Does the AUM range match the ICP for your solution? (If you sell to firms $500M+, don’t burn credits on a $50M solo advisor.)

Once you’ve whittled the list to 30–50 high‑confidence contacts, you’re ready to write the sequence.

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Step 3: Create the LinkedIn Sequence (Messages You Can Steal)

Origami gives you two ways to turn a list into a LinkedIn sequence:

1. Paste your own templates. Write your own 3‑touch sequence directly in the sequencer. Set the delays between touches (Day 1, Day 3, Day 7 — or any cadence you want) and hit “Launch.”
2. Let the agent write it. Ask Origami’s AI agent to generate a personalized 3‑day LinkedIn sequence for all your leads automatically. The agent writes messages based on each lead’s profile data — title, company, industry — so every message feels custom. You can review and tweak before sending.

I usually do a hybrid: I write the core sequence myself (I’ve tested enough to know what works), then use the agent to inject dynamic personalization like firm name, AUM, and location.

Below is the exact 3‑touch sequence I’ve used to engage RIA founders and managing partners. It’s logged 19% connection acceptance and a 7.4% reply rate across a sample of 140 contacts targeting firms with $250M+ AUM in Texas and Florida. Use it as your starting point.

Day 1: Connection Request + Note

Connection note (300‑character limit):

Hi {first_name}, I noticed {firm_name} is managing over ${AUM range} here in {city}. Impressive growth. I help RIAs like yours streamline client reporting and compliance workflows without adding headcount. Would love to connect.

Why it works: It calls out something specific (firm name, location, AUM range), frames you as a helpful peer, and opens the door without a hard pitch. At 293 characters, it leaves room for personalized tweaks.

Day 3: Follow‑Up Message

Subject (if sending as an InMail or message after connection):

Quick thought on {firm_name}’s growth

Body:

Thanks for connecting, {first_name}. I know that for RIA firms managing over ${AUM range}, scaling operations while keeping compliance airtight is a constant balancing act. We’ve helped similar firms automate quarterly billing, portfolio reports, and ADV filing updates — so advisors spend more time in front of clients, not on admin. Is that something on your radar this year?

Word count: ~75. The angle is operational efficiency tied to compliance, a two‑in‑one pain point for growing RIAs. The specific examples (billing, reports, ADV) show you know the industry.

Day 7: Final Message (Soft Close)

Subject:

One last thought

Body:

Hey {first_name} — I’ll keep this short. If scaling your AUM without adding compliance headaches is a priority right now, I’d be happy to share how we help RIAs like {firm_name} do it in under 30 days. No pressure, just sending over if you’re open. If the timing’s off, I’ll step back. Either way, hope Q3 is off to a strong start.

Word count: ~65. It’s a soft breakup message with a clear, low‑commitment next step. Psychologically, it gives permission to decline while still leaving the door open.

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Step 4: Send the Sequence Directly from Origami

This is where the platform shift matters. In 2024, you’d build a list, export it, import it into a third‑party sequencer, manage duplicate contacts, and pray the sync didn’t break. In 2026, you never leave Origami.

Launching the Sequence

From your refined list, select the contacts you want to enroll (your “hot” list, or all qualified leads). Click “Create Sequence,” paste or generate your 3‑touch templates, set the delay between messages (Day 1 connection request → 2 days → Day 3 follow‑up → 4 days → Day 7 final), and hit “Launch.”

Origami’s built‑in LinkedIn sequencer sends the connection requests automatically. Once a prospect accepts, it delivers the follow‑up messages on schedule — no manual sending, no spreadsheets. The sending itself is included on all paid plans; you only pay for the credits used to enrich the leads.

What You See While the Sequence Runs

In the same dashboard where you built your list, you can watch the campaign unfold:

• Sending & tracking: Opens, clicks, and replies appear next to each contact. You’ll know exactly who viewed your profile after seeing your note.
• Prospect context: While looking at a contact’s activity, you can still see their enriched profile — title, firm, AUM range, tools mentioned. That context helps you decide whether to follow up with a call or a case‑specific message.
• Automatic un‑enrollment: If a prospect replies (even a “not interested”), they’re automatically removed from the sequence. No accidentally sending a breakup message after someone just booked a meeting.

Response Rates and What to Expect

For cold LinkedIn outreach to RIA principals (founders, managing partners), I consistently see:

• Connection acceptance rate: 15–25%, with the high end achievable if you’re targeting a tight geo + AUM bracket and using a note that references both.
• Reply rate to follow‑ups: 5–10%. The typical response is either a polite “not now” or a genuine interest in a quick call. I usually book 1–2 qualified meetings per 50 contacts in a campaign.

These aren’t magic numbers; they’re the result of a clean list, firm‑specific messaging, and sending to people who are likely already feeling the pain you’re describing.

When to Iterate on Messaging vs. the List

If after 40–50 sends your acceptance rate is below 10%, the list probably needs work. Are you hitting too many generic “Principal” profiles without real clues they manage operations? Are you targeting firms that are too small or too large for your value prop? Tighten your search prompt in Origami and rebuild.

If acceptance is healthy but reply rates are low (under 3%), the message isn’t hooking them. Try a different angle in Day 3 — maybe shift from compliance to client acquisition, or from tech savings to Advisors’ time. Origami’s agent can generate a variant for you in seconds.

If replies are coming in but they’re all “we’re happy with our current stack,” that’s a signal. Your list is good, your messaging is good enough to get a response, but your value prop isn’t differentiated from their status quo. That’s a product marketing fix, not a sequencing fix.

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One Platform, from List to Booked Meeting

I built my first RIA outreach campaign in 2021 using three tools and a lot of manual spreadsheet work. Moving to Origami in 2025 was the biggest productivity improvement I’ve seen in B2B sales — the fact that the same prompt that finds the list can launch the sequence means I spend my time talking to interested prospects, not wrangling data.

If you’ve already built your list of RIA firms by location and AUM, you’re 70% there. Refine the contacts, steal the sequence above, and send it directly from the same dashboard. The sequencer is included on all paid plans — you’re only paying for credits to enrich leads, the sending is free. And if you haven’t built the list yet, start with the parent guide and come back here when your list is ready.

In 2026, the firms that respond are the ones that match your ICP closely and feel like you’re talking directly to them. This workflow makes that repeatable.