State Registered Fee-Based Financial Advisors (RIAs):
About Half of the Firms in the Fastest Growing Financial Services Market & Distribution Channel

Recently Released!!!
Date Published: June 29, 2018
Summary Power Point Deck: 67 Slides
Reference Power Point Deck: 728 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, & 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
  • Future Prediction #2
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