Registered Investment Advisor (RIA) from Financial Advisor Magazine

RIA’s have fulfilled all the requirements for registration with the SEC as an investment advisor and have fiduciary responsibility to their client. They manage assets, give financial advice, make recommendations, issue reports or furnish analyses on securities. Their range of investment advisory services can include stock and bond accounts, financial planning, and mutual fund asset allocation portfolios. They offer tax saving investing strategies, retirement planning and investment options based on the individual clients achievement goals.

SEGMENTS
9,517 Total Universe / Universe Rate $160.00/M
9,517 Active Subscribers $185.00/M
4,443 Email Addresses $275.00/M

Description

RIA’s have fulfilled all the requirements for registration with the SEC as an investment advisor and have fiduciary responsibility to their client.  They manage assets, give financial advice, make recommendations, issue reports or furnish analyses on securities.  Their range of investment advisory services can include stock and bond accounts, financial planning, and mutual fund asset allocation portfolios. They offer tax saving investing strategies, retirement planning and investment options based on the individual clients achievement goals.

Registered Investment Advisor from Financial Advisor Magazine reaches a targeted, influential audience of comprised independent financial planners, registered investment advisors (RIA's) and independent broker-dealer affiliated advisors.

 

With both a strong print and digital presence, Financial Advisor provides feature-length articles, strategies and blog posts to a well-informed readership of financial professionals. The RIAs and independent financial consultants who subscribe to FA rely on its journthey are experienced advisors with established practicesalistic expertise to help their clients realize their dreams. The average FA subscriber has 20 years of experience in the financial planning industry, . These professionals regularly recommend mutual funds, life insurance and other investments to their clients based on the knowledge they gain from FA's in-depth articles. They are experienced, top-producing advisors with established practices that include affluent clients with high levels of investable assets (average client value of $1.4 million per account).

 

BPA audited, FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.

 

The Registered Investment Advisor from Financial Advisor Magazine List is recommended for offers including office products and services, tax preparation, banking services and payroll, publications, continuing education, insurance offers, financial offers, computer hardware and software, educational publications, conferences, seminars and continuing education, high ticket items, corporate gifts, business travel, latest technology, wireless and much more.

SELECTS
State / SCF / Zip $15.00/M
Employee Size $20.00/M
Sales Volume $20.00/M
Income Source $20.00/M
Total Assets Under Management $20.00/M
ADDRESSING
Key Coding $3.50/M
Email $100.00/F

Profile


		
Employee Size   (20.00/M)
1 to 9 	19,978 	
10 to 19 	1,612 	
20 to 49 	520 	
50+ 	356 	

		
Sales Volume   (20.00/M)
Less than $500,000 	372 	
$500,000 to $1 Million 	372 	
$1 Million to $2.5 Million 	1,679 	
$2.5 Million to $5 Million 	1,000 	
$5 Million to $10 Million 	483 	
$10 Million+ 	464 	

		
Income Source   (20.00/M)
Commission Only 	619 	
Fee Only 	4,084 	
Fee and Commission 	3,677 	

		
Total Assets Under Management   (20.00/M)
Under $1 Million 	420 	
$1 Million - $9.9 Million 	816 	
$10 Million - $24.9 Million 	797 	
$25 Million - $49.9 Million 	1,080 	
$50 Million - $100 Million 	1,262 	
Over $100 Million 	3,378 	

Ordering Instructions

  • 5,000 Name Minimum Order $0.00 Minimum Price
  • Net Name is not allowed
  • Exchange is not available
  • Broker Commission 20% on base
  • Agency Commission 15% on base
  • Reuse is available
  • Cancellation fee at $100.00/F: All orders are approved on reciprocal rental. Orders cancelled prior to merge are subject to $100/FL cancellation fee plus any applicable production charges. Orders cancelled after merge are payable in full.
  • All orders are approved on a reciprocal rental. Orders cancelled after merge-purge are payable in full.