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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.

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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.

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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

● Minority-owned advisory firm makes diversity a priority

Minority-owned advisory firm keeps diversity in mind when hiring.... Read more »

Published: April 21, 2018 - 11:00 am
● SEC advice rule: Time for brokers, advisers to weigh in

Much work remains on the proposal, so feedback is crucial.... Read more »

Published: April 21, 2018 - 11:00 am
● Things are looking up: IBDs soared in 2017

With revenue up, interest rates rising and regulation easing, IBDs are soaring.... Read more »

Published: April 21, 2018 - 11:00 am
● Top independent broker-dealers ranked by revenue

Data include a breakdown of fee, commission revenue.... Read more »

Published: April 21, 2018 - 11:00 am
Ed Butowsky charges Schwab with political bias in $100 million lawsuit

Adviser claims he was kicked off custodian's platform because of his ties to President Trump.... Read more »

Published: April 20, 2018 - 10:08 pm

BLOGS

Weekend Reading for Financial Planners (Apr 21-22)

Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the the official release of the... Read more »

Published: April 20, 2018 - 7:00 pm
Video Qapital raises $30 million: Flash briefing for April 20, 2018

Qapital Secures $30M in New Financing via PRNewswire Create personal Alexa skills in minutes via Amazon Win gear to boost your content... Read more »

Published: April 20, 2018 - 2:00 pm
A Will Alone Won’t Cut It

Only four in 10 Americans have a will, according to figures from AARP. And oftentimes people who have a will call their... Read more »

Published: April 19, 2018 - 6:45 pm
Why Prospects Need Help Preparing To Leave A Soon-To-Be-Former Advisor

In the past, financial advisors encountered many prospective clients who were either previous do-it-yourselfers who didn’t already have an advisor, or individuals who... Read more »

Published: April 19, 2018 - 6:28 pm
SEC Retail Strategy Task Force Working to Combat Misconduct Involving Retail Investors

Last year, the Securities and Exchange Commission announced that it was creating a Retail Strategy Task Force as part of the Enforcement... Read more »

Published: April 19, 2018 - 3:32 pm

EVENTS

● RIA East Investment Forum 2018

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest-growing independent registered investment advisors […] The... Read more »
● Fidelity Inside Track Conference Series 2018

VENUE TBD Inside Track events provide clients and prospects with actionable insights and networking opportunities to help grow and transform […] The... Read more »
● Private Wealth Connection 2018

The Private Wealth Connection is designed to bring CIOs, CEOs, research analysts, managing partners and directors from RIAs, Bank Trusts […] The... Read more »
● NAPFA Spring Conference – West 2018

NAPFA conferences are high-intensity events packed with educational events, keynote speakers who lead the industry, and opportunities to learn and […] The... Read more »
● Envestnet Advisor Summit 2018

The Envestnet Advisor Summit has become a “must attend” event within the wealth management industry with over 2,000 investment professionals […] The... Read more »

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