Marketing Info

2022 RIA Age Study

The growth and impact of the Registered Investment Advisor (RIA) channel has transformed the wealth management industry in recent years.

While most RIAs have enjoyed nearly a decade of steady growth in assets, fueled by prolonged bull markets, a highly focused group of RIAs strategically grew at a rate that was faster than their peers.

The study seeks to identify the true drivers of “deliberate growth” – how firms developed by design, and not by default – and aims to provide visibility into the “value” of the RIA industry, including the services offered to clients. price is included. and the value of an overall RIA enterprise.

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