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
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Number of Fee-Only RIAs with between $50 and $500 million in AUM = 5,038
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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
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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
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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
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Number of Independent Broker/Dealer Reps in CT = 4,293
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Number of Producing Reps who moved from a Wirehouse to an Independent Broker/Dealer in 2011 = 1,080
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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

Meridian-IQ Database Suite

Meridian-IQ is the newest, deepest and most up-to-date database of financial intermediaries on the market. We have hundreds of data points on every RIA and financial advisors across the country, with unique and actionable information that no other firm possesses. Meridian-IQ has workflow tools that make it easier to perform your job of working with—and selling to—businesses operating within the financial services industry. Our system was designed by experts in the advisor industry, and we constantly evolve our database with industry-leading product development.

Basically, we designed the type of directory and workflow tool we wished we had when we ourselves were selling to Advisors!

Meridian-IQ RIA: All 28,000+ Registered Investment Advisors in the country, 200 data points, investment vehicles, emails, AUM, custodians, client profiles, and more

Meridian-IQ RR: 570,000+ Registered Representatives, firm affiliations, investment vehicles, employment history, emails, AUM, licenses, compensation intelligence, and more

Meridian-IQ Trust: 1,800+ trust companies and officers, investment vehicles, custodial information, emails, discretionary AUM, holding company details, regulatory details, and more

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Meridian-IQ Database Suite

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