RIA Aggregators Redrawing the Wealth Management Map
October 2, 2026
During the five-year period between 2021 and 2025, retail-focused RIAs attracted 9,525 reps from other channels, while independent broker-dealers brought
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During the five-year period between 2021 and 2025, retail-focused RIAs attracted 9,525 reps from other channels, while independent broker-dealers brought
RIAs led in total assets across both active ($442.7 billion) and passive ETFs ($1.7 trillion). Their active ETF holdings in
Based on our analysis of 13F holdings disclosure data available on the ISS MI MarketPulse platform, we conservatively estimate that
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