Independent RIA

288 members
This bowl is a forum for Independent Registered Investment Advisors to share ideas or just banter.

This bowl is a forum for Independent Registered Investment Advisors to share ideas or just banter.

who's here? ( 20 companies )
Morgan Stanley
Specialities
Sales & Trading, Investment Banking, Investment Management, Prime Brokerage, Research, Institutional Consulting, Wealth Management, Private Wealth Management
Size
10,001+ Employees
Headquarters
1585 Broadway, New York, 10036
Year Founded
Company Type
Public Company
Description
Morgan Stanley mobilizes capital to help government... Read more
Succession Resource Group
Website
Specialities
Size
Headquarters
Year Founded
Company Type
Description
Edward Jones
Specialities
Size
10,000+ Employees
Headquarters
St. Louis, MO
Year Founded
1922
Company Type
Privately Held
Description
If you think Edward Jones is like every other large... Read more
Merrill Lynch
Website
Specialities
Advice and Planning, Investments, Banking, Retirement, Estate Planning Services, Credit and Lending, Solutions for Business
Size
10,000+ Employees
Headquarters
New York, NY
Year Founded
Company Type
Public Company
Description
Founded in 1914, Merrill Lynch is one of the larges... Read more
Vanguard
Website
Specialities
Size
10,001+ Employees
Headquarters
100 Vanguard Blvd, Valley Forge, 19482
Year Founded
1975
Company Type
Privately Held
Description
At Vanguard, investors can earn more over time simp... Read more
Waddell & Reed
Website
Specialities
Financial Services, Investments, Insurance
Size
1001-5000 Employees
Headquarters
Year Founded
1937
Company Type
Public Company
Description
Since opening our doors in 1937, our approach has r... Read more
Invest Financial
Website
Specialities
Size
Headquarters
Year Founded
Company Type
Description
New York Life
Specialities
Life Insurance , Retirement, Investments
Size
10,001+ Employees
Headquarters
51 Madison Avenue, New York, 10010
Year Founded
1845
Company Type
Privately Held
Description
Hi, we're New York Life, one of America's largest m... Read more
LPL Financial
Website
Specialities
Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, Financial Services
Size
1001-5000 Employees
Headquarters
San Diego, CA
Year Founded
1989
Company Type
Public Company
Description
LPL Financial is a leader in the retail financial a... Read more
Transamerica Financial Advisors
Specialities
Independent Broker/Dealer
Size
51-200 Employees
Headquarters
570 Carillon Parkway, St. Petersburg, 33716
Year Founded
1984
Company Type
Public Company
Description
Vested in your success – 100 percent. With decad... Read more
Raymond James
Specialities
Personal Investing, Capital Markets, and Banking
Size
10,001+ Employees
Headquarters
St. Petersburg, Florida
Year Founded
1962
Company Type
Public Company
Description
Founded in 1962 and a public company since 1983, Ra... Read more
PlanMember Financial Corporation
Specialities
Retirement planning for nonprofit and for-profit organizations and membership associations, Lifestage Planning, PlanMember Services Program 4-Step Planning Process, Plan & Savings Analysis, Financial Literacy Education, PlanMember Financial Centers
Size
51-200 Employees
Headquarters
6187 Carpinteria Avenue, Carpinteria, 93013
Year Founded
1992
Company Type
Privately Held
Description
Headquartered in Carpinteria, California just south... Read more
AXA Advisors
Website
Specialities
Retirement, Investing, Life Insurance, Business strategies, Annuities, College Savings
Size
5,001-10,000 Employees
Headquarters
1290 Avenue of the Americas, New York, 10104
Year Founded
Company Type
Public Company
Description
Advice from a trusted financial professional can he... Read more
Capital Group | American Funds
Specialities
Investment Management
Size
5,001-10,000 Employees
Headquarters
333 South Hope Street, Los Angeles, 90071
Year Founded
1931
Company Type
Privately Held
Description
Since 1931, Capital Group, home of American Funds®,... Read more
Aon
Website
Specialities
professional services, aviation, energy, environmental, power, risk management, insurance, actuarial & analytics, brokerage, crisis management... Read more
Size
10,001+ Employees
Headquarters
122 Leadenhall Street, London, EC3V 4AN
Year Founded
1987
Company Type
Public Company
Description
Aon plc (NYSE:AON) is a leading global professional... Read more
Morningstar
Website
Specialities
Size
Headquarters
Year Founded
Company Type
Description
FSC Securities Corporation
Website
Specialities
Size
Headquarters
Year Founded
Company Type
Description
EFS Advisors
Website
Specialities
Size
Headquarters
Year Founded
Company Type
Description
HiddenLevers
Website
Specialities
Size
Headquarters
Year Founded
Company Type
Description
Primerica
Website
Specialities
Size
1001-5000 Employees
Headquarters
Duluth, Georgia
Year Founded
1977
Company Type
Public Company
Description
Primerica, Inc. is a leading distributor of fina... Read more