Report

U.S. Registered Investment Advisor Landscape: A Market Monitor

It is essential to segment the RIA market in order to understand its dynamics.
/

Boston, December 16, 2020 The RIA market is expansive and changing. With firms growing larger than ever, a long tail of small firms still representing the typical RIA firm, and technology changing the landscape at every step of the way, grasping the dynamics of the market is a challenge. But understanding the RIA landscape is critical to developing views of the overall wealth management industry, as RIAs have been one of the bright spots in terms of growth and development for well over a decade.

Clients of Aite Group’s Wealth Management service can download this 12-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at info@aitegroup.com.

This report mentions Aon Hewitt Financial Advisors, Avantax Advisory Services, BBR Partners, Cambridge Investment Research Advisors, Cerity Partners, Charles Schwab, Creative Planning, Chevy Chase Trust Company, Financial Engines Advisors, Fisher Investments, Focus Financial, Hall Capital Partners, Hightower Advisors, ICONIQ Capital, Jasper Ridge Partners, Kayne Anderson Rudnick Investment Management, Kestra Advisory Services, Mariner Wealth Advisors, Moneta Group Investment Advisors, Pensionmark Financial Group, Prime Advisors, Plante Moran Financial Advisors, Private Advisor Group, SCS Capital Management, Silvercrest Asset Management Group, TD Ameritrade, The Ayco Company, and United Capital Financial Advisers.

Related Content

New Realities in Wealth Management: Growth Amplifies Prior to the Storm

Aite Group estimates total client assets to have reached US$29.1 trillion at the end of Q3 2020, up 3% from 2019.

Aite Matrix: RIA Portfolio Management and Reporting Systems

As platform functionality becomes commoditized, vendors will build out new service offerings to grow client value.

Get Summary Report

"*" indicates required fields

Name*