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

More reps bolt from Waddell & Reed, including some it would have liked to keep

The broker-dealer lost 56 brokers and advisers in the third quarter, and not all of them low-producers the firm wants to shed.

Step one: Withdraw from the broker protocol

Pulling out of the protocol proved to be one part of multipronged strategies by Morgan Stanley and UBS to reduce broker attrition. So far, their plans seem to be working.

LPL recruits $800 million advisory business from Signator

Seattle First Asset Management seeks the leverage of the nation's largest independent broker-dealer.

    Make your move

    Clearing Firm

    Recent Companies

    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$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


    Female leaders highlighted as future of financial advice

    InvestmentNews recognized 20 Women to Watch for their efforts to advance the financial advice industry.

    Latest news & opinion

    Voya Financial Advisors exposes more sensitive adviser information on its website

    List of top advisers at the firm comes after Social Security numbers were put at risk.

    Securities America hit with lawsuit seeking $18 million in damages

    Firm is dealing with the fallout from a rogue broker it fired a year ago.

    Brian Block continues his legal fight to stay out of prison

    A judge denied Mr. Block's motion for a new trial, but he wants another day in court.

    10 social media stars you're not following yet, but should be

    Some of the great people using social media to discuss wealth management and financial advice who might not be on your radar.

    Wells Fargo could be putting more of its focus on wealth management

    Speculation is mounting that the bank is dumping some lines of business to focus on just a few areas, including financial advice.


    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.