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 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.
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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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 December 18, 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 December 18, 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: December 18, 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 December 18, 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/