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

From collecting autographs to advising LGBTs ?

Entrepreneur from a young age created a financial planning niche in high demand.

United Capital's new CIO has had an 'unlikely' career path

Kara Murphy never thought she'd end up on Wall Street ? or be in one of the World Trade Center towers on 9/11.

Teamwork makes the dream work at Pimco

Four years after the ousting of Bill Gross, the firm's total assets have increased by $300 billion.

    Make your move

    B-DRIAHybridAll
    Name
    City
    State
    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

    Proctor Financial

    Sherborn, MA

    Bahl & Gaynor Inc

    Cincinnati, OH

    Heron Wealth

    New York, NY

    Salzinger Sheaff Brock

    Indianapolis, IN

    True Financial Group

    Cedar Park, TX

    Browse all companies

    To be included in the Adviser Center, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

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

    RIA Data Center

    1Financial Engines Advisors$169,000,000,000
    2Fisher Investments$96,031,566,281
    3Hall Capital Partners$36,391,944,531
    4Chevy Chase Trust Company$29,990,558,415
    5Aperio Group$23,817,171,327
    View More
    1Financial Engines Advisors$169,000,000,000
    2Fisher Investments$96,031,566,281
    3Chevy Chase Trust Company$29,990,558,415
    4Aperio Group$23,817,171,327
    5Edelman Financial Services, LLC$21,729,061,354
    View More

    Advisers on the Move

    Featured video

    Events

    Retirement: it's no longer about feeding pigeons from a park bench.

    Today's retiree's expect so much from retirement than previous generations and advisers are in prime position to help their clients what's important and what's not.

    Latest news & opinion

    Genstar Capital buys majority stake in Cetera Financial Group

    The private-equity firm has previously invested in such companies as Mercer Advisors and AssetMark.

    Cetera Financial Group close to announcing its acquisition by private equity

    Details of sale to one or more P-E firms could be announced as early as today.

    10 best states for retirement

    When it comes to places to retire, here are the 10 best states for enjoying your golden years.

    Focus Financial raises goal for IPO to $600 million

    Company's revised goal from $100 million could be a sign RIA valuations are rising.

    CFA Institute adding crypto, blockchain to curriculum

    Subjects will be added to its Level I and II coursework for the first time next year.

    X

    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 investmentnews.com? It'll help us continue to serve you.

    Yes, show me how to whitelist investmentnews.com

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