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
Make your move
Search Results
Displaying 1-14 of 14 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.
B-D Data Center
| 1 | LPL Financial LLC | $615,135,061,884 |
| 2 | Raymond James Financial Services Inc. | $298,581,835,939 |
| 3 | MML Investors Services, LLC | $224,800,000,000 |
| 4 | Commonwealth Financial Network | $156,000,000,000 |
| 5 | AXA Advisors LLC | $136,600,420,000 |
| 1 | LPL Financial LLC | $4,281,481,086 |
| 2 | Ameriprise Financial Services Inc. | $4,259,992,326 |
| 3 | Raymond James Financial Services Inc. | $2,071,243,525 |
| 4 | Commonwealth Financial Network | $1,241,571,969 |
| 5 | MML Investors Services, LLC | $1,050,376,999 |
| 1 | LPL Financial LLC | 15,210 |
| 2 | Lincoln Financial Network | 8,935 |
| 3 | MML Investors Services, LLC | 7,714 |
| 4 | Ameriprise Financial Services Inc. | 7,686 |
| 5 | Raymond James Financial Services Inc. | 5,999 |
| 1 | LPL Financial LLC | $364,570,423 |
| 2 | Northwestern Mutual Investment Services | $159,712,548 |
| 3 | AXA Advisors LLC | $66,800,000 |
| 4 | Cambridge Investment Research Inc. | $40,277,248 |
| 5 | CUNA Brokerage Services Inc. | $8,500,000 |
RIA Data Center
| 1 | Financial Engines Advisors | $169,000,000,000 |
| 2 | Fisher Investments | $96,031,566,281 |
| 3 | Hall Capital Partners | $36,391,944,531 |
| 4 | Chevy Chase Trust Company | $29,990,558,415 |
| 5 | Aperio Group | $23,817,171,327 |
| 1 | Jasper Ridge Partners | $448,164,428 |
| 2 | Cambridge Associates Ltd LLC | $425,238,915 |
| 3 | Comprehensive Financial Management LLC | $354,016,513 |
| 4 | Hall Capital Partners | $214,070,262 |
| 5 | East End Advisors | $208,658,618 |
| 1 | Financial Engines Advisors | $169,000,000,000 |
| 2 | Fisher Investments | $96,031,566,281 |
| 3 | Chevy Chase Trust Company | $29,990,558,415 |
| 4 | Aperio Group | $23,817,171,327 |
| 5 | Edelman Financial Services, LLC | $21,729,061,354 |
| 1 | Hall Capital Partners | $25,776,932,986 |
| 2 | Moneta Group Investment Advisors, LLC | $11,657,505,213 |
| 3 | Brownson, Rehmus & Foxworth, Inc. | $11,241,411,000 |
| 4 | TAG Associates | $8,334,700,000 |
| 5 | WE Family Offices | $7,378,339,633 |
Advisers on the Move
Steven Jones
Oct 30 - Joining: LPL FinancialDale Cebert, Chad Noble, Mark Dickerson, Alec Thomas, Scott Maxwell and Keriann Mitchell
Oct 29 - Joining: Ameriprise FinancialZach Birkey, Mike Bruner, Myron Hendrix, Ron Ouwenga, Jeff Schimmelpfennig, Brian Thomas
Oct 29 - Joining: Stifel Nicolaus & Co.
Featured Whitepaper
Digital Disruption: Is the Financial Advisor's Value Under Siege?
A whitepaper from FirstClearing.
Advisors add value at each step of the value chain and can enhance well-being in every area of clients' lives.
Featured video
Envestnet Tamarac's Anderson: What's next for fintech?
Envestnet Tamarac is focused on broadening its offerings so it can gather more marketshare and craft more partnerships. Check out what Andina Anderson is examining so the company can do more for advisers.
Latest news & opinion
Ohio National offers buyouts, ends commission trails amid jumbled regulatory oversight of VAs
Jurisdiction is shared between the SEC, Finra and state insurance commissioners. Will any of them step in?
6 mistakes advisers make when onboarding new clients
Starting a new relationship with a client is harder than it looks.
TCA by E*Trade lures Edelman Financial Engines with promise of client referrals
Access to clients through E*Trade's 30 branch offices drew the attention of RIA Edelman Financial Engines.
10 states with lowest overall tax burden
Here's a list of the states with the lowest total tax burden from Wallet Hub.
7 surprising things Medicare doesn't cover
Gaps in Medicare's coverage can wreak havoc with a retiree’s budget, but here are some solutions to help your clients fill the gaps.
