Adviceperiod, LLC

Adviceperiod, LLC

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2121 Avenue Of The Stars Suite 2400

Los Angeles, CA 90067

424-281-3600

adviceperiod.com

No. advisers: 64

AUM: $3,038,992,134

Asset Breakdown

Staff
Employees 64
Clients
High-net-worth individuals 51-75%
Financial planning clients More than 500
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 $3,034,726,438 3,121 $972,357
Non-discretionary 4265696 6 $710,949
Total $3,038,992,134 3,127 $971,856

RIA Rundown 2019: Biggest gainers

June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website % change assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 The Mather Group 353 N. Clark St., Suite 2775 Chicago, IL 60654 (630) 537-1078 themathergroup.com...

A human touch in a digital world

October 6, 2018 - As a senior financial planner for Betterment, Nick Holeman, 27, is one of hundreds of financial advisers working with thousands of clients in a novel way — as a complement to a robo-adviser. But his financial advice career began in the most traditional...

Biggest RIA gainers

June 9, 2018 - Rank 2018 % change 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Breed's Hill Capital 1 Thompson Square, Suite 301 Boston, MA 02129 (617) 580-3440 breedshillcapital.com...

Fintech aims to digitize estate planning

February 14, 2018 - Technology has digitized goals- and cash-based planning, but developers have largely ignored the final phase of an investor's financial life — after-death planning. The estate planning world still relies primarily on paper documents and file cabinets....

The dealmakers financing top adviser technology

February 3, 2018 - Until recently, most private equity and venture capital firms ignored the adviser technology space, preferring instead to seek sexier — and often more lucrative — markets in consumer fintech. But some recognized the adviser industry's desperate need...

    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.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*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.

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