Wms Partners, Llc
No. advisers: 3
AUM: $350,994,075
Asset Breakdown
| Staff | |||
| Employees | 3 | ||
| Clients | |||
| High-net-worth individuals | 51-75% | ||
| Financial planning clients | 26-50 | ||
| High-net-worth client assets | More than 75% | ||
| Compensation | |||
| Percentage of assets under management | Yes | ||
| Hourly charges | No | ||
| Subscription fees | No | ||
| Fixed fees | Yes | ||
| Commissions | No | ||
| Performance-based fees | No | ||
| Total AUM | Total Accounts | Avg. Account AUM | |
|---|---|---|---|
| Discretionary | $141,387,044 | 116 | $1,218,854 |
| Non-discretionary | 209607031 | 95 | $2,206,390 |
| Total | $350,994,075 | 211 | $1,663,479 |
RIA rundown 2019: Top fee-only RIAs by state
June 1, 2019 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 CA California 357 $271,694.9 $222,410.8 $49,284.1 1 $36,253,881,136.0 Hall Capital Partners 13.3% 5.4%...
Success stories: South
December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Jasper Ridge Partners 201 Main Street, Suite 1000 Fort Worth, TX 76102 (817) 333-0027 jasperridge.com $18,374.70 41...
Top fee-only RIAs by state
June 9, 2018 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 California 343 $501,079.6 $444,786.3 $56,293.3 1 Financial Engines Advisors 33.8% 38.1% 0.0% 2 Hall...
Largest fee-only RIAs by region, based on assets under management
December 9, 2017 - Northeastern success stories Rank Firm Phone/website Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary assets ($M) Nondiscretionary accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600...
RIA Rundown: By the Numbers
June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....
Financial advisory firms are missing their growth target for assets under management, revenue
October 23, 2016 - It's time for financial advisers to tune up their business development engines. Just over half of all advisory firms missed their growth targets last year when flat U.S. stock markets failed to rev up their assets under management. Nor can advisers point...
Find your niche: Targeting financial services executives
October 20, 2016 - The hardest thing for some advisers is finding the right clients to build a practice around. Tim Chase of WMS Partners talks about how his firm began to aim its business at financial services executives, and how the firm flourished as a result.
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
