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.
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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.