Recently Released!!!
Date Published: December 14, 2022
Summary PowerPoint Deck: 228 Slides
Reference PowerPoint Deck: 1,338 Slides

The purpose of this research is to provide readers with a comprehensive understanding of state registered fee-based financial advisors (RIAs). These firms account for about half of the firms in the fastest growing financial services market & distribution channel. This research provides a top down view of the market, including historical & projected numbers of state registered fee-based financial advisors (RIAs), and their number of clients, accounts, assets under management, net flows, revenues, earnings before interest, taxes, depreciation, & amortization (EBITDA), & net profits. This research is part of Tiburon's broader coverage of fee-based financial advisors (RIAs).

This research defines distinct markets segments of state registered fee-based financial advisors (RIAs), including:

• Market Segment #1
• Market Segment #2

And this research makes several future predictions for state registered fee-based financial advisors (RIAs), including:

• Moderate Growth in the Number of State Registered Fee-Based Financial Advisors
• Increasing Regulations