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

RIA sellers might be rushing in ahead of market turmoil

Latest research from DeVoe & Co. shows a first-quarter spike in activity.

UBS is recruiting less and paying its brokers more

The wirehouse reduced recruitment loans 20% and increased bonus loans 68% in the first quarter.

Raymond James, on a recruiting roll, looks for an acquisition in the West

CEO says its acquisition of Alex. Brown has helped the firm recruit advisers with wealthy clients, but that it hasn't found a similar company to buy on the West Coast.

    Make your move

    Clearing Firm

    Company Spotlight

    Cetera Financial Group

    Cetera Financial Group‚® is the second largest independent financial advisor network in the nation by number of advisors, as well as leading provider of retail services to the investment programs of banks and credit unions. We deliver award-winning wealth management and advisory platforms via comprehensive broker-dealer and registered investment adviser services to a network of nearly 8,000 financial advisors and approximately 500 financial institutions nationwide. As we enter the duciary era, Cetera has created a unique model to help guide individuals and families to financial well-being at every stage of their lives: the Advice-Centric Experience.TM It represents a new paradigm in how financial advice is delivered. Learn More »

    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 »

    Search Results

    &Wealth Partners

    Baltimore, MD

    1776 Wealth LLC

    Sandy Springs, GA

    5C Capital Management, LLC

    Woodcliff Lake, NJ

    5T Wealth

    Napa, CA

    Abacus Wealth Partners

    Santa Monica, CA

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    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

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    Focus Financial IPO could be a sell signal for RIAs

    The $100 million stock offering will fine-tune RIA valuations.

    Ex-Edward Jones broker sues former firm, alleging racial bias

    Complaint alleges the firm's policies limit African-Americans' 'income and advancement opportunities'

    Piwowar defends SEC's best-interest rule

    SEC commissioner says the Department of Labor rule set up an 'unworkable, impossible set of standards for people to comply with.'

    RIA in a Box acquired by private equity firm Aquiline Capital

    New owners plan more growth for the software service provider.


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