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

More reps bolt from Waddell & Reed, including some it would have liked to keep

The broker-dealer lost 56 brokers and advisers in the third quarter, and not all of them low-producers the firm wants to shed.

Step one: Withdraw from the broker protocol

Pulling out of the protocol proved to be one part of multipronged strategies by Morgan Stanley and UBS to reduce broker attrition. So far, their plans seem to be working.

LPL recruits $800 million advisory business from Signator

Seattle First Asset Management seeks the leverage of the nation's largest independent broker-dealer.

    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 »

    Search Results

    &Wealth Partners

    Baltimore, MD

    1776 Wealth LLC

    Sandy Springs, GA

    5C Capital Management, LLC

    Woodcliff Lake, NJ

    5T Wealth

    Napa, CA

    Abacus Wealth Partners

    Santa Monica, CA

    Next »

    1 | 2 | 3 | 4 | 5 ... 139

    Displaying 1-20 of 2,773 results

    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

    INTV

    Where in the U.S. are RIAs growing the fastest?

    InvestmentNews' deputy editor Robert Hordt talks to senior columnist Jeff Benjamin about his report on how registered investment advisers are faring in different regions of the country.

    Latest news & opinion

    Midwestern magic? RIA assets soared nearly 30% there last year

    Theories for what's driving the growth spurt abound, but it surpassed all other regions of the country.

    8 apps advisers love for getting stuff done

    We reached out to advisers to find out which apps they are using to run their business more efficiently.

    10 tax moves to squeeze in before the year ends

    Here are some tax moves clients can still make before year-end.

    Richard Neal: the new face driving retirement policy in Washington

    As he becomes head of the House Ways and Means Committee, Rep. Richard Neal (D-Mass.) is poised to make some big changes.

    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.