1. Average Account Size
Per Client
Lines of Business
Firm Assets Under Mgmt. Custodian Market Share
by Number of RIA’s
RIA Firm Analysis
Average Account Size
Per IAR
52%
12%
16%
5%
4%
8%
2%
1%
$0 - $499k
$500k - $999k
$1mil - $19.9mil
$20mil - $49.99mil
$50mil - $99.99mil
$100mil - $499.99mil
$500mil - $999.99mil
$1bil - $100bil
9%
15%
15%
12%
3%
46%
ETF's Mutual Funds
Alternative Products Retirement Products
Separately Managed Other
2% 2%
30%
16%10%
20%
6%
13%
1%
$0 - $499k
$500k - $999k
$1mil - $19.9mil
$20mil - $49.99mil
$50mil - $99.99mil
$100mil - $499.99mil
$500mil - $999.99mil
$1bil - $499.99bil
$500bil - $3tril
0%
5%
10%
15%
20%
25%
30%
35%
40%
23%
15%
11%
4% 4% 3% 2%
38%
Number of IARs per RIA
79%
10%
5%
2%
1%
1%1%
1%
0 to 4
5 to 9
10 to 19
20 to 29
30 to 49
50 to 99
100 to 499
500 +
0%
5%
10%
15%
20%
25%
30%
35%
40%
3% 2%
40%
23%
13% 14%
2% 2% 1%
*Number of RIA’s is a company estimate

2. 0Pershing in partnership with Financial Media Group, has provided this
attendee research and data for your use.
This "At-a-Glance" report was designed to provide you with high level insight
into the firms and advisors attending this years conference . For additional
information, including in-depth firm or advisor analytics, please see:
RIA Location Density
Nick Schmidt
1-877-763-8473
Financial Media Group is the premier provider of database and marketing services used by financial firms in the
marketing, recruitment and research of financial advisors and associated firms. From detailed insight into the
industry’s 600,000+ advisors, to in-depth profiles on the 31,000+ RIA’s – our tools help you precisely target the
financial industry like no one else.
0%
5%
10%
15%
20%
25%
30%
35%
40%
6% 7%
11%
13%
19%
6%
38%
15%
13% 14%
8% 8%
2%
40%
Non-High Networth High-Networth
Client Types
55%34%
11%
SEC State BD / RIA Hybrid
Firm Types