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 Jolly
Nov 15 - Joining: LPL FinancialKenneth Levy, Corey N. Daniel and Dudley McGee
Nov 14 - Joining: LPL FinancialShane Prier
Nov 13 - Joining: Hilliard Lyons
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
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.
Don't fear women. It's bad for them and bad for business
A deeper look at men's anxiety in the midst of the #MeToo movement will clarify the situation and lead to a productive response.
More:
• In the wake of the #MeToo movement, men go to extremes and women pay the price
• Are you serious, Wall Street? A response to some men's reaction to the #MeToo movement
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.
