Registered Investment Advisor (RIA) from Financial Advisor Magazine
|15,970||Total Universe / Universe Rate||$160.00/M|
RIA’s have fulfilled all the requirements for registration with the SEC as an investment advisor and have fiduciary responsibility to their client. They manage assets, give financial advice, make recommendations, issue reports or furnish analyses on securities. Their range of investment advisory services can include stock and bond accounts, financial planning, and mutual fund asset allocation portfolios. They offer tax saving investing strategies, retirement planning and investment options based on the individual clients achievement goals.
Registered Investment Advisor from Financial Advisor Magazine reaches a targeted, influential audience of comprised independent financial planners, registered investment advisors (RIA's) and independent broker-dealer affiliated advisors.
With both a strong print and digital presence, Financial Advisor provides feature-length articles, strategies and blog posts to a well-informed readership of financial professionals. The RIAs and independent financial consultants who subscribe to FA rely on its journthey are experienced advisors with established practicesalistic expertise to help their clients realize their dreams. The average FA subscriber has 20 years of experience in the financial planning industry, . These professionals regularly recommend mutual funds, life insurance and other investments to their clients based on the knowledge they gain from FA's in-depth articles. They are experienced, top-producing advisors with established practices that include affluent clients with high levels of investable assets (average client value of $1.4 million per account).
BPA audited, FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.
The Registered Investment Advisor from Financial Advisor Magazine List is recommended for offers including office products and services, tax preparation, banking services and payroll, publications, continuing education, insurance offers, financial offers, computer hardware and software, educational publications, conferences, seminars and continuing education, high ticket items, corporate gifts, business travel, latest technology, wireless and much more.
Employee Size (20.00/M) 1 to 9 4,830 10 to 19 2,813 20 to 49 1,339 50+ 923 Sales Volume (20.00/M) Less than $500,000 624 $500,000 to $1 Million 624 $1 Million to $2.5 Million 4,324 $2.5 Million to $5 Million 1,812 $5 Million to $10 Million 1,093 $10 Million+ 1,213 Income Source (20.00/M) Commission Only 1,118 Fee Only 6,624 Fee and Commission 9,443 Total Assets Under Management (20.00/M) Under $1 Million 593 $1 Million - $9.9 Million 1,184 $10 Million - $24.9 Million 1,344 $25 Million - $49.9 Million 2,529 $50 Million - $100 Million 2,957 Over $100 Million 6,180
|State / SCF / Zip||$15.00/M|
|Total Assets Under Management||$20.00/M|