Orgel Wealth Management
No. advisers: 45
AUM: $4,191,363,849
Asset Breakdown
| Staff | |||
| Employees | 45 | ||
| Clients | |||
| High-net-worth individuals | 26-50% | ||
| Financial planning clients | More than 500 | ||
| High-net-worth client assets | Up to 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 | $4,191,363,849 | 7,392 | $567,014 |
| Non-discretionary | 0 | 0 | $0 |
| Total | $4,191,363,849 | 7,392 | $567,014 |
RIA rundown 2019: Largest fee-only RIAs
June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Hall Capital Partners 1 Maritime Plaza, Sixth Floor San Francisco, CA 94111 (415) 288-0544 hallcapital.com...
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 $36,253,881,136.0 Hall Capital Partners 13.3% 5.4%...
Success stories: Midwest
December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Moneta Group Investment Advisors 100 South Brentwood, Suite 500 Clayton, MO 63105 (314) 726-2300 monetagroup.com $18,512.80...
Top fee-only RIAs by state
June 9, 2018 - State/top 3 firms # of fee-only RIAs Total assets ($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....
Top regional fee-only RIAs
December 4, 2016 - Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85 3 BBR Partners, LLC (212) 313-9870...
The keys to improving productivity and growth
October 13, 2015 - Troy Mertens, COO of Orgel Wealth Management, on how advisory firms can use technology to improve productivity - and ultimately drive growth.
Why you need a project plan when bringing on new technology
October 12, 2015 - With so many new or updated technology products available, it's not surprising that advisers are bringing on new tools all the time. It isn't easy though. Advisers need to consider a number of factors before acting: Who will be involved in the adoption...
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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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.
