What is the RIA difference? Investment Advisor Representatives have a duty to act in your best interest. That is a legal obligation, and it is expressed in the investment recommendations the Registered Investment Advisor (RIA) and their representatives make and the advice and guidance they offer.
I don’t answer to anybody else except you. That’s the key to being an RIA. Decisions are always based on what’s good for you and your future.
Average assets under management increase for RIA’s from 2020 to 2021
Revenue increase from 2020 to 2021
RIA client growth from 2020 to 2021
Consistent growth year over year for RIAs
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RIA Data Source: Financial Advisor Magazine, Schwab Advisor Services 2022 RIA Benchmarking Study, 7.21.2022
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Bleakley Financial Group
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Advisors associated with Bleakley Financial Group, LLC may be either (1) registered representatives with, securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group, LLC; or (2) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial.
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