Partners :: Meridian-IQ

RIAs with over $50 million in AUM = 11,145
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Number of RIAs with over $50million investing in Mutual Funds = 6,589
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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
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Texas based RIAs with over $25million AUM = 955
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Number of Financial Planning firms = 14,304
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Total AUM represented by RIAs recommending Alternative Investment Products = $1.19 Trillion
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Number of RIAs investing in Separate Accounts = 7,772
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Number of RIAs who invest in Real Estate = 3,528
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Wirehouse Reps in business for more than 3 years in Texas = 4,863
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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
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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
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Number of Trust Companies with over $500 million in fiduciary AUM = 212
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Number of Trust Companies in Florida = 28

Partners