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Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...
Index Fund Advisors (IFA) is a registered investment advisor (RIA) headquartered in Irvine, California, with representatives in several locations across the United States.. The company was founded on March 5, 1999, by Mark T. Hebner, former president of nuclear pharmacy company Syncor International, with the goal of providing online automated investment adviser services, with a personal touch ...
Financial planning software programs can help RIAs with everything from analyzing cash flow to long-term planning. eMoney : eMoney is a top-rated financial planning software used by RIAs and ...
The Financial Planning Association is a membership organization for CFP professionals. You can access practice support tools, learning resources, networking opportunities and the association's job ...
In addition to the tools mentioned so far, there are some other additions you might want to make to your RIA tech stack. They can include: File management and sharing software programs. Task ...
Thomas H. Lee Partners. Number of employees. 1,700 (2023) Website. hightoweradvisors .com. Footnotes / references. [1] Hightower Advisors (Hightower) is an American financial planning and investment advisory firm headquartered in Chicago, Illinois. In 2023, Barron's ranked it as No. 2 on its Top 100 Registered investment adviser (RIA) Firms list.
First Command Financial Planning, Inc. is a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), all 50 states, and the District of Columbia. It is a member of the Securities Investor Protection Corporation (SIPC). [1]