We are RIA [MARKETPLACE] | [SEARCH] | [DIRECTORY] | [NEWS] | [CALENDAR]

Advisor Services

Find answers via ongoing discussions in our Linkedin group: RIA [marketplace], search for specialized providers in our “Yellow Pages” directory, and find relevant news and local events to help network with other fiduciary advisors.

Provider Services

Find best-fit advisors for your services, improve visibility with a customized listing in our RIA [directory], find dates and venues for important industry conferences, and keep up with industry buzz via our curated news feeds.

Our Solutions

RIA
[marketplace]^.xyz

The largest social network specific to Registered Investment Advisors

RIA
[search]^.xyz

The most affordable and reliable tool to help find advisors

RIA
[directory]^.xyz

A comprehensive directory of specialized providers in the industry

RIA
[news]^.xyz

A curated collection of relevant news and blogs

RIA
[calendar]^.xyz

Important industry conferences, meetings and events

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FREE ADVISOR SEARCH

34,000 Registered Investment Advisory Firms
370,000 Investment Advisory Professionals
$4 Trillion Current Industry Assets
$23 Trillion Growth Opportunity

Our data connects you to this booming marketplace with a simple interface, minimal error, and at the lowest price... ever.

Gain FREE access to our comprehensive search tools that allow you to find advisors anywhere in the country.

START SEARCHING

FREE ADVISOR SEARCHES

Gain access to our comprehensive search tools that allow you to find advisors anywhere in the country. Our user friendly map and filters and are on a one page search engine, which allows providers to find advisors easily, without clutter and confusion.

RIA [search]^.xyz

START SEARCHING

Largest Group of RIA Professionals. Anywhere.

Established in 2008, RIA Marketplace is a place where advisors can meet each other, ask questions, and get the knowledge they need to succeed. Our group is filled with quality vetted experts and has grown to almost 17,000 members. Join RIA [marketplace] and engage with the best in the industry.

JOIN THE COMMUNITY

RIA[marketplace]^.xyz

RIA [directory]^.xyz

The ultimate directory for RIA Providers

The most robust directory for all providers including consultants, investors, media, and technology. Increase your visibility by expanding your own listing as well, and connect with the best partners in the industry.

FIND A LISTING

The most comprehensive calendar in the industry

Stay up to date with what is happening in the RIA industry, in your area and around the country. Search by location or topics and get more connected with people in your network! Add your own events, too.

VIEW CALENDAR

RIA [news]^.xyz

One source for all industry news, including articles, blogs, and events.

NEWS

● Focus Financial takes stake in Missouri RIA

The Planned Approach, managing $266 million, is joining Buckingham Strategic Wealth, a St. Louis-based RIA in which Focus owns a majority stake.... Read more »

Published: September 21, 2021 - 4:12 pm
● $8.8-Million Team of Merrill Lifers Splits to Launch RIA in Colorado

Five advisors had a combined 86 years with Merrill, according to BrokerCheck, and had managed $1.75 billion in customer assets. Read More The... Read more »

Published: September 21, 2021 - 4:00 pm
● Tiedemann Group, Alvarium to merge via a SPAC

The two firms will use the SPAC, Cartesian Growth Corp., to form Alvarium Tiedemann Holdings. The post Tiedemann Group, Alvarium to merge... Read more »

Published: September 21, 2021 - 11:30 am
● Exclusive Interview: Luis Aguilar On SEC/DOL Harmonization And Continuing Fiduciary Confusion

“Perhaps the continued confusion can be expected given that the term ‘best interest’ is not defined in Reg BI and the word... Read more »

Published: September 21, 2021 - 4:03 am
States Line up Behind Mass. Regulators in Targeting Robinhood

Self-directed platforms may be hanging unsophisticated investors “out to dry” by “using technology as a basis for evading their duties of care,”... Read more »

Published: September 20, 2021 - 9:34 pm

BLOGS

● SEC Charges Puerto Rican Company and Managing Members with Fraud

The Securities and Exchange Commission today announced charges against Puerto Rico-based Back to Green Mining LLC and its two managing members, José... Read more »

Published: September 21, 2021 - 2:25 pm
● CoinBase Cancels Proposed Lending Program after SEC Scrutiny

As we posted last week, CoinBase's proposed lending program, where its customers would be able to use cryptocurrency to make loans to... Read more »

Published: September 21, 2021 - 1:33 pm
● Changing Dynamics Pre-IPO and Going Public on the Agenda for the SEC’s Small Business Capital Formation Advisory Committee

The Securities and Exchange Commission's Small Business Capital Formation Advisory Committee will meet virtually on Monday, Sept. 27 to explore the changing... Read more »

Published: September 21, 2021 - 1:10 pm
● #FA Success Ep 247: Systematizing How To ‘Deliver Massive Value’ To Charge What You’re Really Worth, with Matthew Jarvis

Welcome back to the 247th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Matthew Jarvis. Matthew is the... Read more »

Published: September 21, 2021 - 11:03 am
Q&A: How Can Financial Advisors Build Better Marketing Programs?

There’s a perception that all advisors offer the exact same service (or, for that matter, all asset managers, plumbers, architects, etc.). Changing... Read more »

Published: September 20, 2021 - 8:47 pm

EVENTS

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