List Rental - Statlistics

Registered Investment Advisor (RIA) from Financial Advisor Magazine

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.

SELECTS

15,970 Total Universe / Universe Rate $160.00/M
15,970 Active Subscribers $185.00/M
7,210 Email Addresses $275.00/M

DESCRIPTION

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.

PROFILE

  • 	  
    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 	 	

 

ORDERING INSTRUCTIONS

 

SELECTS

State / SCF / Zip $15.00/M
Employee Size $20.00/M
Sales Volume $20.00/M
Income Source $20.00/M
Total Assets Under Management $20.00/M

ADDRESSING

Key Coding $3.50/M
Email $100.00/F