WealthManagement.com is the new digital resource of all things wealth management for financial advisors. This rich data pool will give you access to critical information such as assets under management, firm type, certifications, years licensed and more!
WealthManagement.com is the unique online community, specialty search engine and marketing platform from REP. and Trusts & Estates that allows marketers serving the financial services industry to profile their company’s product and services to a highly targeted group of advisors, planners, attorneys, CPAs and other wealth management professionals.
Please note that both business and home addresses are availabe and are incorporated into the count.
| Selections |
Email |
Postal |
| Total Assets Under Management |
|
|
| 1 Billion Or More |
29455 |
105223 |
| 500 - 999.9 Million |
5714 |
17103 |
| 150 - 499.9 Million |
18647 |
50744 |
| 100 - 149.9 Million |
19477 |
48127 |
| 50 - 99.9 Milliion |
65607 |
165769 |
| 25 - 49.9 Milliion |
49378 |
130076 |
| Under 25 Million |
28457 |
78395 |
| |
|
|
| Firm Type |
|
|
| National Wirehouse |
43547 |
89845 |
| Regional Brokerage |
14131 |
34309 |
| Independent Brokerage |
64164 |
170938 |
| Bank Brokerage |
30833 |
79791 |
| Discounter |
5466 |
7374 |
| Institutional |
10154 |
35295 |
| Product Distribution |
2183 |
7516 |
| Financial Planning |
214 |
1010 |
| Insurance |
29509 |
81930 |
| R I A Firm |
60682 |
204903 |
| |
|
|
| Certifications |
|
|
| Series 3 |
20130 |
49254 |
| Series 4 |
12493 |
33062 |
| Series 6 |
76501 |
205637 |
| Series 8 |
3111 |
7770 |
| Series 7 |
158572 |
395690 |
| Series 64 |
1662 |
4247 |
| Series 65 |
59845 |
140057 |
| Sec Reg Investment Adv |
88 |
309 |
| Certified Financial Planner |
22348 |
57251 |
| Certified Public Accountant |
1707 |
4406 |
| Series 24 |
30973 |
82109 |
| Series 63 |
159469 |
415945 |
| Series 66 |
60927 |
144909 |
| CHFC |
4917 |
12492 |
| CLU |
1834 |
4570 |
| Chartered Financial Analyst |
3929 |
9917 |
| Chartered Investment Consultant |
22 |
61 |
| Personal Financial Specialist |
272 |
729 |
| Attorney |
441 |
1243 |
| Tax Preparer |
133 |
410 |
| Life & Health Insurance |
56788 |
123442 |
| |
|
|
| Compensation for Services |
|
|
| Fee Only |
36133 |
117310 |
| Commission Only |
18649 |
52414 |
| Fee & Commission |
21496 |
51405 |
| Percentage Of Aum |
56377 |
191879 |
| Hourly Charges |
24823 |
80170 |
| Subscription Fees |
372 |
1412 |
| Performance Based |
19691 |
62675 |
| |
|
|
| Total Years Licensed |
|
|
| Less Than 5 Years |
28834 |
73692 |
| 5 To 10 Years |
41426 |
112685 |
| 10 Years Or More |
128617 |
320453 |
Informa reaches over 30MM+ professionals and has touch points for virtually every industry. Our diverse portfolio of properties can help you reach your target audience.
(formerly Penton)
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