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 | $628,066,885,559 |
| 2 | Raymond James Financial Services Inc. | $327,099,000,000 |
| 3 | MML Investors Services, LLC | $181,600,000,000 |
| 4 | Commonwealth Equity Services, LLC dba-Commonwealth Financial Network | $161,100,000,000 |
| 5 | Northwestern Mutual Investment Services | $152,650,150,000 |
| 1 | LPL Financial LLC | $5,188,399,897 |
| 2 | Ameriprise Financial Services Inc. | $4,804,002,854 |
| 3 | Raymond James Financial Services Inc. | $2,410,000,000 |
| 4 | Commonwealth Equity Services, LLC dba-Commonwealth Financial Network | $1,425,306,063 |
| 5 | Northwestern Mutual Investment Services | $1,219,479,000 |
| 1 | Edward Jones | 17,500 |
| 2 | LPL Financial LLC | 16,109 |
| 3 | Lincoln Financial Network | 8,641 |
| 4 | Northwestern Mutual Investment Services | 7,892 |
| 5 | Ameriprise Financial Services Inc. | 7,755 |
| 1 | LPL Financial LLC | $592,637,407 |
| 2 | AXA Advisors LLC | $74,400,000 |
| 3 | Cambridge Investment Research Inc. | $46,599,336 |
| 4 | American Portfolios Financial Services Inc. | $9,739,812 |
| 5 | Investacorp Inc. | $8,083,000 |
RIA Data Center
| 1 | Financial Engines Advisors | $181,000,000,000 |
| 2 | Fisher Investments | $94,107,835,606 |
| 3 | Hall Capital Partners | $36,253,881,136 |
| 4 | Chevy Chase Trust Company | $27,686,353,937 |
| 5 | Aperio Group | $24,735,579,836 |
| 1 | Jasper Ridge Partners | $500,041,890 |
| 2 | Comprehensive Financial Management LLC | $315,000,701 |
| 3 | Cambridge Associates Ltd. LLC | $263,854,570 |
| 4 | Hall Capital Partners | $208,355,639 |
| 5 | East End Advisors | $192,691,536 |
| 1 | Financial Engines Advisors | $181,000,000,000 |
| 2 | Fisher Investments | $94,107,835,606 |
| 3 | Chevy Chase Trust Company | $27,686,353,937 |
| 4 | Aperio Group | $24,735,579,836 |
| 5 | Jasper Ridge Partners | $19,288,071,368 |
| 1 | Hall Capital Partners | $24,242,280,215 |
| 2 | Pensionmark Financial Group, Llc | $14,625,584,274 |
| 3 | Moneta Group Investment Advisors, LLC | $11,040,339,199 |
| 4 | Brownson, Rehmus & Foxworth, Inc. | $10,892,864,000 |
| 5 | TAG Associates | $7,763,540,000 |
Most watched
Young advisers envision a radically different business in five years
Fintech and sustainable investing are two factors being watched closely by some of the 2019 class of InvestmentNews' 40 Under 40.
Young professionals see lots of opportunity to reinvent the advice experience
Members of the 2019 InvestmentNews class of 40 Under 40 have strategies to overcome the challenges of being young in a mature industry.
Latest news & opinion
InvestmentNews' 2019 class of 40 Under 40
Our 40 Under 40 project, now in its sixth year, highlights young talent in the financial advice industry. These individuals illustrate the tremendous potential of those coming up in the profession. These stories will surprise, entertain, educate and inspire.
Galvin to propose fiduciary rule for Massachusetts brokers
The secretary of the commonwealth is proposing a fiduciary standard in response to an SEC investment-advice rule he views as too weak.
Summer reading recommendations from financial advisers
Here are some books that will keep you informed and entertained during summer's downtime
4 strategies for Roth conversions
There's never been a better time to do a Roth conversion, and here are several ways to go about it.
Cetera latest to be hit with data breach of personal information
Company is offering clients complimentary, two-year membership to an identity theft protection and credit monitoring service.
