largest RIA firm in the U.S. by total managed assets. The largest RIA, CAPTRUST, had assets per client worth around 29.3 million U.S. dollars.
The largest registered investment advisor (RIA) firms in the U.S. were not necessarily the firms with the highest value of assets per client. Among the leading 15 firms in 2021,Fiducient Advisors ranked first in terms of assets per client, with a value of around 65.3 million U.S. dollars per client, but was ranked the 13th Assets per client of the largest registered investment advisor companies (RIAs) in the United States in 2021 (in million U.S. dollars)
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Other statistics that may interest you Investment advisors in the United States
Overview
5
- Premium Statistic Total number of of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of Registered Investment Advisors (RIAs) employed in the U.S. 2012-2022
- Premium Statistic Total AUM of SEC-registered investment advisors 2000-2022
- Premium Statistic Number of SEC-registered advisors 2017-2022, by AUM
- Premium Statistic Ten most common countries by number of SEC-registered investment advisors 2018-2022
Leading firms
3
Robo-advisors
7
- Premium Statistic AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic Assets under management growth of robo-advisors in the U.S. 2019-2028
- Premium Statistic Average AUM of robo-advisors in the U.S. 2018-2028
- Premium Statistic RoboAdvisor usage (prospective) in the U.S. 2023
- Premium Statistic Investor preference for human or robo-advisor 2021, by country
- Premium Statistic Level of investor trust in robo-advisors 2021, by investor age group
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
Tools
3
Services
3
Clients
5
- Premium Statistic Number of SEC-registered investment advisors' clients 2017-2022, by type
- Premium Statistic Number of SEC-registered investment advisors' clients 2022, by segment
- Premium Statistic Value of SEC-registered investment advisors' assets 2022, by segment
- Premium Statistic Share of HNWIs as SEC-registered investment advisors' clients 2017-2022
- Premium Statistic HNWI's share of SEC-registered investment advisors' assets 2017-2022
Client-advisor relationship
4
- Premium Statistic Leading trust factors in an investor/financial advisor relationship the 2021
- Premium Statistic The importance of shared values in an investor/advisor relationship 2021, by country
- Premium Statistic Main reason to leave investment advisor/asset managers worldwide 2020-2022
- Premium Statistic Most common inquiries of financial advisors' clients in past six months U.S. 2023
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19
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Leading reasons why investors change financial advisor worldwide 2021
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Share of investors working with financial advisor worldwide 2014, by country
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Leading financial intermediation companies Italy 2018-2019, by intermediation margin
- Number of asset management companies in the UK June 2021, by firm size
- Operating expenses of leading financial intermediation companies Italy 2019
- Couriers and local delivery services market employment in the U.S. 2018-2021
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Statistics
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Leading reasons why investors change financial advisor worldwide 2021
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Share of investors working with financial advisor worldwide 2014, by country
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Leading financial intermediation companies Italy 2018-2019, by intermediation margin
- Number of asset management companies in the UK June 2021, by firm size
- Operating expenses of leading financial intermediation companies Italy 2019
- Couriers and local delivery services market employment in the U.S. 2018-2021
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Financial Advisor. (August 1, 2022). Assets per client of the largest registered investment advisor companies (RIAs) in the United States in 2021 (in million U.S. dollars) [Graph]. In Statista. Retrieved April 29, 2024, from https://www.statista.com/statistics/1259495/assets-per-client-largest-rias-usa/
Financial Advisor. "Assets per client of the largest registered investment advisor companies (RIAs) in the United States in 2021 (in million U.S. dollars)." Chart. August 1, 2022. Statista. Accessed April 29, 2024. https://www.statista.com/statistics/1259495/assets-per-client-largest-rias-usa/
Financial Advisor. (2022). Assets per client of the largest registered investment advisor companies (RIAs) in the United States in 2021 (in million U.S. dollars). Statista. Statista Inc.. Accessed: April 29, 2024. https://www.statista.com/statistics/1259495/assets-per-client-largest-rias-usa/
Financial Advisor. "Assets per Client of The Largest Registered Investment Advisor Companies (Rias) in The United States in 2021 (in Million U.S. Dollars)." Statista, Statista Inc., 1 Aug 2022, https://www.statista.com/statistics/1259495/assets-per-client-largest-rias-usa/
Financial Advisor, Assets per client of the largest registered investment advisor companies (RIAs) in the United States in 2021 (in million U.S. dollars) Statista, https://www.statista.com/statistics/1259495/assets-per-client-largest-rias-usa/ (last visited April 29, 2024)
Assets per client of the largest registered investment advisor companies (RIAs) in the United States in 2021 (in million U.S. dollars) [Graph], Financial Advisor, August 1, 2022. [Online]. Available: https://www.statista.com/statistics/1259495/assets-per-client-largest-rias-usa/