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.

The Adviser Center

Encourage diverse individuals to be leaders

Ask these questions to make sure you're not limiting the success of minorities or women.

Five-person team breaks away from Wintrust to join HighTower

Group led by Grove Mower and managing $450 million creates Hummer Mower Associates.

When to bring a new employee on board

Should you hire early to prevent a crisis, or wait to see whether an existing employee can handle extra work?

    Make your move

    Clearing Firm

    Company Spotlight

    Edward Jones

    A leader in the financial services industry and one of the industry's largest partnerships, Edward Jones serves nearly 7 million clients. Their unique business model, free from demands of shareholders, gives their more than 14,000 Financial Advisors the ability to put the interests of clients first. Learn More »

    Recent Companies

    Lassus Wherley

    New Providence, NJ

    Robustwealth Inc.

    Lambertville, NJ

    Browse all companies

    To be included in the Adviser Center, please contact the InvestmentNews Data team at

    For information about a featured company listing, please contact us.

    RIA Data Center

    1Financial Engines Advisors$138,000,000,000
    2Fisher Investments$71,789,691,574
    3Chevy Chase Trust Company$25,528,177,638
    4Edelman Financial Services, LLC$17,783,062,724
    5Aperio Group$15,619,552,133
    View More

    Advisers on the Move

    Featured video


    The #MeToo movement and the financial advice industry

    Attendees at the Women to Watch luncheon commend the #MeToo movement for raising awareness about the issue of sexual harassment and bringing women together.

    Latest news & opinion

    What to watch for next with the DOL fiduciary rule

    Much hinges on whether the Labor Department appeals the 5th Circuit decision by April 30.

    Social Security benefits losing buying power

    Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

    Finra looks to streamline broker-dealer exams

    CEO Robert Cook says three examination teams may be consolidated.

    The 401(k) robo-revolution is here

    Could human advisers be displaced as digital-advice firms use technology to deliver services to plan sponsors and participants?

    SEC forging ahead on fiduciary rule despite DOL rule decision in 5th Circuit

    Chairman Jay Clayton says 'the sooner the better' when asked when an SEC fiduciary rule will be ready.


    Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

    Yes, show me how to whitelist

    Ad blocker detected. Please whitelist us or give premium a try.