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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

Marty Bicknell takes a machete to Montage, Mariner Holdings and FirstPoint and carves out a $25-billion RIA and near $1 billion of capital

The Mariner Wealth CEO made a massive contrarian bet in 2009 on asset managers, cashed out fully this fall -- and knows... Read more »

Published: October 18, 2018 - 11:13 pm
BNY Mellon goes on a wild poaching bender as it sets sights on playing a very 2019 game of digital catch-up

Building on Bridget Engle's appointment last year, the New York superbank completes three-hire talent binge, with a money-no-object eye to boosting wealth... Read more »

Published: October 18, 2018 - 8:19 pm
EXCLUSIVE: Morgan Stanley Gilds Retirement Program for Top Producers

In return for deferred bonuses equal to 75% to 100% of trailing-12 revenue and the ability to manage their investments, producers generating... Read more »

Published: October 18, 2018 - 5:31 pm
Invesco Bets $5.7 Billion That Active Management Has Future

Invesco Ltd. is betting $5.7 billion that active management has a bright future. Read More The post Invesco Bets $5.7 Billion That Active... Read more »

Published: October 18, 2018 - 5:06 pm
Stifel and Oppenheimer Swap Managers, Wells and J.P. Morgan Lose Some in California

Longtime Opco branch manager in Conn. joins Stifel after being replaced by former Stifel manager; three Los Angeles-area managers are out at... Read more »

Published: October 18, 2018 - 4:15 pm

BLOGS

EVENTS

● Barron’s Top Independent Women Advisors Summit 2018

TBD This exclusive conference was designed to convene a group of highly successful independent advisors, to discuss how trends and […] The... Read more »
● Inside Alternatives Conference 2018

TBD The world’s largest alternatives event for financial advisors. This event brings together financial advisors, RIAs, independent and wirehouse reps, […] The... Read more »
● IAA Leadership Conference 2018

TBD The IAA’s Leadership Conference brings together executives from a variety of investment advisory firms and provides a special occasion […] The... Read more »
● Markets Group Private Wealth Forums

VARIES The Markets Group Private Wealth Team provides regionally-focused asset allocation and asset protection meetings, focused on single and multi-family […] The... Read more »
● GTE Wealth Forum 2017

DATE VARIES The GTE Wealth Forum is an invitation-only event which brings together senior investment decision makers from premier RIAs and Bank Trusts, with […] The... Read more »

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