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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.

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

● UBS Robo Customers Serviced by FAs Get 66% Fee Hike

Broker-dealer raises management fee on algo-driven managed account to 1.25% if serviced by an advisor but offers same account at 0.75% of... Read more »

Published: April 8, 2020 - 8:15 pm
● Raymond James Moves Teams in Florida and Colorado Despite Virus Crisis

Private bank brokers producing around $3 million joined RayJay in Winter Park, Fla., on Monday, while a team who had been with... Read more »

Published: April 8, 2020 - 4:19 pm
● Goldman Tells Rich Clients U.S. Stocks Still Offer Best Returns

Goldman Sachs Group Inc. is advising its wealthy clients to return to equities and particularly favors U.S. stocks on optimism for a... Read more »

Published: April 8, 2020 - 2:02 pm
● Morning Brief: Stock Rally Loses Steam, Oil Prices Tank

Top stories from around the web. Read More The post Morning Brief: Stock Rally Loses Steam, Oil Prices Tank appeared first on AdvisorHub.... Read more »

Published: April 8, 2020 - 9:55 am
LPL Lures $350 Million-Asset Team from Securities America After 25 Years at Rival

Chicago broker, 68, says he left his longtime broker-dealer out of concern about its parent company’s sale to a private equity firm.... Read more »

Published: April 7, 2020 - 7:08 pm

BLOGS

● SEC Provides Temporary, Conditional Relief for Business Development Companies Making Investments in Small and Medium-sized Businesses

The Securities and Exchange Commission today announced that it is providing temporary, conditional exemptive relief for business development companies (BDCs) to enable... Read more »

Published: April 8, 2020 - 11:54 pm
● In Response to Self-Executing Congressional Mandates, SEC Adopts Offering Reforms for Business Development Companies and Registered Closed-End Funds

The Securities and Exchange Commission today voted to adopt rule amendments to implement certain provisions of the Small Business Credit Availability Act... Read more »

Published: April 8, 2020 - 8:54 pm
● Using Economic Injury Disaster Loans (EIDLs) And Payroll Tax Breaks To Supplement (Or Replace) Paycheck Protection Program Loans

Last month, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress, introducing a $2 trillion emergency fiscal stimulus... Read more »

Published: April 8, 2020 - 2:19 pm
Tips for Working from Home

Last week I asked an adviser how he was settling in after he started working from home. He readily admitted that it... Read more »

Published: April 7, 2020 - 4:45 pm
SEC Office of Compliance Inspections and Examinations Publishes Risk Alerts Providing Advance Information Regarding Inspections for Compliance with Regulation Best Interest and Form CRS

The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) has issued two risk alerts: Examinations that Focus on Compliance with Regulation... Read more »

Published: April 7, 2020 - 4:24 pm

EVENTS

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