Considering changing firms, making a new hire or exploring an acquisition? The Adviser Center gives you easy access to firm resources, payouts, assets under management and more.
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Recent Companies
The Investment Center Inc.featured
Bedminster, NJ - For more than 30 years The Investment Center has had one focus - the success of every advisor who partners with us. Combining a wide selection of non-proprietary investment and insurance products with an uncompromising level of personal support, The Investment Center is dedicated to giving our advisors everything they need to succeed.
LPL Financial LLCfeatured
San Diego, CA
Courage Miller Partners, Llc
Norfolk, VA
Homrich Berg
Atlanta, GA
Cherry Hills Investment Advisors, Inc.
Greenwood Village, CO
Goodman Financial Corporation
Houston, TX
Wealthstar Advisors, Llc
Plano, TX
Voisard Asset Management Group
Grand Rapids, MI
Lifesteps Financial
Claremont, CA
Chilton Investment Services, Llc
Stamford, CT
Heritage Investors Management Corp
Bethesda, MD
Hiley Hunt Wealth Management, Inc.
Omaha, NE
Northstar Financial Planners, Inc.
Plantation, FL
Marble Trail Advisors
Middlebury, VT
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For information about a featured company listing, please contact us.
RIA Data Center
| 1 | CAMBRIDGE ASSOCIATES, LLC | $294,346,038,709 |
| 2 | FISHER INVESTMENTS | $208,905,102,124 |
| 3 | HALL CAPITAL PARTNERS LLC | $55,707,371,841 |
| 4 | JASPER RIDGE PARTNERS, L.P. | $35,105,733,818 |
| 5 | MONETA GROUP INVESTMENT ADVISORS, LLC | $32,888,762,887 |
| 1 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | $812,662,569 |
| 2 | JASPER RIDGE PARTNERS, L.P. | $716,443,547 |
| 3 | CAMBRIDGE ASSOCIATES, LLC | $515,492,187 |
| 4 | HALL CAPITAL PARTNERS LLC | $301,120,929 |
| 5 | CAMBRIDGE ASSOCIATES LTD LLC | $245,570,008 |
| 1 | FISHER INVESTMENTS | $208,905,102,124 |
| 2 | CAMBRIDGE ASSOCIATES, LLC | $53,128,085,277 |
| 3 | JASPER RIDGE PARTNERS, L.P. | $34,075,670,371 |
| 4 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $25,073,274,725 |
| 5 | HALL CAPITAL PARTNERS LLC | $24,151,335,573 |
| 1 | CAMBRIDGE ASSOCIATES, LLC | $241,217,953,432 |
| 2 | HALL CAPITAL PARTNERS LLC | $31,556,036,268 |
| 3 | MONETA GROUP INVESTMENT ADVISORS, LLC | $14,651,179,572 |
| 4 | WE FAMILY OFFICES | $13,382,462,057 |
| 5 | OXFORD FINANCIAL GROUP, LTD | $9,799,671,503 |
Advisers on the Move
Eden Lopez Leslie Schwartz Paula Steinberg
Joining: RBC Capital Markets, LLCLeaving: JPMorgan Chase & Co.Ernie Coffindaffer Nancy Dotson Tom Fox
Joining: Stifel, Nicolaus & Company, IncorporatedLeaving: Wells Fargo Clearing Services, LLCKirk Abrahamson David Gray
Joining: Raymond James & Associates, Inc.Leaving: RBC Capital Markets, LLC
