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

● JPMorgan Leads Banks Set to Return $142 Billion to Shareholders

The biggest U.S. banks, led by JPMorgan Chase & Co. and Bank of America Corp., are expected to pay out $142 billion... Read more »

Published: June 23, 2021 - 8:39 pm
● UPDATED: Merrill Trainees Digest Details of Revised Roles

Around 1,000 neophyte brokers are being shuttled to financial solutions advisor roles, including a portion who are being sent to Bank of... Read more »

Published: June 23, 2021 - 8:23 pm
● What it takes to get more women working in financial services

Women Adviser Summit panelists say flexible work environments and instilling a sense of belonging are key. The post What it takes to... Read more »

Published: June 23, 2021 - 7:22 pm
● NYC Broker Greengrass Owes J.P. Morgan $450K After ‘Unjust Enrichment’ Claim Backfires

Broker who is the grandson of the founder of the storied Barney Greengrass deli in Manhattan had claimed in a $13 million... Read more »

Published: June 23, 2021 - 5:09 pm
● Mercer Advisors acquires $240 million RIA

AFI Wealth Strategies is based in Green Bay, Wisconsin, and serves 220 clients. The post Mercer Advisors acquires $240 million RIA appeared... Read more »

Published: June 23, 2021 - 5:08 pm

BLOGS

Video● What ‘Tommy Boy’ Teaches Us About Guarantees

What are your re-watchable movies? For me, it’s several cult classics from the mid-90s. It doesn’t matter how many times I’ve seen... Read more »

Published: June 23, 2021 - 8:34 pm
● New SEC Public Service Campaign: Investing Regularly Really Adds Up

The Securities and Exchange Commission’s Office of Investor Education and Advocacy (OIEA) today unveiled a public service campaign (PSC) to educate investors on... Read more »

Published: June 23, 2021 - 7:50 pm
● Equity Compensation Planning As A Niche: Market Opportunity And Differentiated Value

There are many aspects of equity compensation that benefit both employers and employees, making it an attractive and lucrative niche for financial... Read more »

Published: June 23, 2021 - 11:06 am
SEC Charges ICO Issuer and CEO With Fraud and Unregistered Securities Offering

The Securities and Exchange Commission today announced settled charges against Loci Inc. and its CEO John Wise for making materially false and... Read more »

Published: June 22, 2021 - 4:15 pm
#FA Success Ep 234: Charging Advice Fees To Help Clients Change Their Money Script, With Yohance Harrison

Welcome back to the 234th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Yohance Harrison. Yohance is... Read more »

Published: June 22, 2021 - 11:02 am

EVENTS

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