RIAs with over $50 million in AUM = 11,145
•
Number of RIAs with over $50million investing in Mutual Funds = 6,589
•
RIAs with over $1billion AUM = 2,759
•
Number of Fee-Only RIAs with between $50 and $500 million in AUM = 5,038
•
Aggregate AUM across retail based RIAs investing in Fixed Income Investment Vehicles = $1.03 Trillion
•
Texas based RIAs with over $25million AUM = 955
•
Number of Financial Planning firms = 14,304
•
Total AUM represented by RIAs recommending Alternative Investment Products = $1.19 Trillion
•
Number of RIAs investing in Separate Accounts = 7,772
•
Number of RIAs who invest in Real Estate = 3,528
•
Wirehouse Reps in business for more than 3 years in Texas = 4,863
•
Number of Producing Reps who changed firms in Q1 2012 = 7,045
•
Number of Series 65 or 66 licensed Registered Reps in business for more than 5 years in Phoenix, AZ = 851
•
Number of producing Reps in Kentucky over the age of 35 with the Series 7 and Life & Health licenses = 281
•
Number of Independent Broker/Dealer Reps in CT = 4,293
•
Number of Producing Reps who moved from a Wirehouse to an Independent Broker/Dealer in 2011 = 1,080
•
Number of Producing Reps in New England investing in Mutual Funds = 17,302
•
Number of Trust Companies with over $500 million in fiduciary AUM = 212
•
Number of Trust Companies in Florida = 28

Your Premier Tool For Selling, Recruiting,
Marketing And Understanding The Advisor Marketplace

Now powered by S&P^® Capital IQ Research, Meridian-IQ is the largest provider of Advisor data.

Meridian-IQ's next generation sales and marketing workflow engine now incorporates the deepest and most accurate advisor database, including deep data from S&P Capital IQ on Registered Investment Advisers (RIAs) and Broker-Dealers (BDs) from the directories formerly known as the "Blue Book" and "Red Book", which lever relationships spanning up to 25 years, in combination with cutting edge time management tools and business planning software.

Your Premier Tool For Selling, Recruiting, Marketing And Understanding The Advisor Marketplace

Firm Names

Your Premier Tool For Selling, Recruiting,
Marketing And Understanding The Advisor Marketplace