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INDUSTRY RESEARCH PROVIDERS
THE AMERICAN COLLEGE OF FINANCIAL SERVICES
RIA Growth and Specialized Knowledge Survey
Emerging RIAs can struggle to build momentum and grow their assets under management (AUM) in an environment dominated by large firms. While the RIA industry’s total AUM grew by 13.2% in 2020, growth was concentrated at large firms. Boutique firms broadly saw assets
decline. The American College of Financial Services conducted a national online flash survey of nearly 400 independent advisors between May 11 – May 18, 2022, for insights into what emerging RIAs need to build momentum and grow their assets under management, maximize profitability in an environment dominated by larger firms, and accelerate their long-term profitability and sustainability in any market environment.
The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services. For nearly a century, The College has remained the best investment for financial professionals and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. Since 1927, America’s economic security has been tested numerous times by market volatility, global tensions, bubbles bursting, and social unrest. Through it all, The College has ensured curriculums encompass ethical-decision making to help financial professionals grow in expertise to address the evolving needs of their clients. Today, The College offers nine professional designation programs, two graduate degree programs, continuing and non-credit education, and several consumer e-learning programs. Additionally, The College’s eight mission-focused Centers of Excellence serve to increase the financial security of all Americans by delivering critical research, innovative programming, scholarships, and collaborative, collective impact development.
www.theamericancollege.edu
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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