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

Raymond James nabs $203 million team from Morgan Stanley

Raymond James is coming off several strong quarters of adviser recruiting.

Another veteran recruiter walks away from LPL

David Symecko, a 16-year veteran, joins a growing list of recruiters who have left the broker-dealer.

Will Merrill Lynch leave the broker recruiting protocol?

The wirehouse has obviously noted its own lack of recruiting success this year, as well as the slowed attrition rates at its competitors that have exited the protocol.

    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

    Vennwell LLC

    Lake Forest, IL

    Chadwick & D'Amato

    New London, NH

    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

    InvestmentNews celebrates diversity & inclusion in the financial advice business

    Highlights of the Excellence in D&I Awards, showcasing the achievements of 26 individuals and firms that are moving the needle when it comes to diversity and inclusion.

    Latest news & opinion

    7 things advisers should do today to boost diversity and inclusion

    Creating diversity and inclusion within financial advice firms is challenging, but these InvestmentNews Excellence in Diversity & Inclusion award winners have suggestions that firms can put into practice today

    The midterm elections: What's at stake for financial advisers

    A shift in control of the House could change the course of important issues, including the SEC advice rule, tax reform and retirement policies.

    What to tell your clients after they've won the lottery

    The current combined Mega Millions and Powerball jackpots are more than $850 million. What should you tell your clients if they have a winning ticket?

    2019 Medicare premiums announced

    Slight increase in Part B premium to $135.50 per month is in line with expectations.

    7 ways states got tough with unregistered individuals and firms in 2017

    Rise in digital currency frauds helped trigger a crackdown by state regulators.

    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.