Tag Associates Llc
No. advisers: 68
AUM: $8,054,450,000
Asset Breakdown
| Staff | |||
| Employees | 68 | ||
| Clients | |||
| High-net-worth individuals | 76-99% | ||
| Financial planning clients | 0 (None) | ||
| 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 | Yes | ||
| Total AUM | Total Accounts | Avg. Account AUM | |
|---|---|---|---|
| Discretionary | $290,910,000 | 92 | $3,162,065 |
| Non-discretionary | 7763540000 | 1,009 | $7,694,291 |
| Total | $8,054,450,000 | 1,101 | $7,315,577 |
Success stories: Northeast
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Largest fee-only RIAs
June 9, 2018 - Rank 2018 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 (408) 498-6000 financialengines.com...
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....
- 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.
