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The Adviser Center

CFP Board issues white paper on increasing diversity in financial planning

Less than 3.5% of the 80,000 certified financial planners in the United States in 2017 were black or Latino.

LPL rolls back recruiting policy aimed at driving more assets to its corporate RIA

LPL erases $50 million hurdle for new advisers to join so-called hybrid firms.

Stifel, First Republic post top recruiting gains in Q3, as wirehouses continue to lose brokers

Overall, broker and adviser movement slowed during the quarter, with 101 teams shifting firms compared to 124 at this time last year.

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    Clearing Firm

    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
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    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

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