RIA Intelligence MAX - Premium RIA Database

RIA Intelligence MAX

The Largest, Most Comprehensive INSTANT Download RIA Database in the World.

60T+

Total AUM

12,000+

RIA Firms

50+

US states

15,000+

Key Contacts

RIA Firm	Investment Thesis	Investment Sectors	AUM	Links	Location
LPL Financial LLC Leader in the retail financial advice market and the nation's largest independent broker/dealer.	Flexible Client-Centric Value Prioritizes cost-effective, innovative models with diversification potential.	Communication Services Consumer Discretionary Industrials Technology Financials	$1.7T	Website LinkedIn	4707 Executive Drive San Diego, CA United States	Unlock Access
T. Rowe Price Associates, Inc. Global investment management organization providing mutual funds and separate account management.	Growth at Reasonable Price Invests in quality companies with sustainable advantages for long-term compounding growth.	Technology Healthcare Consumer Discretionary Industrials Government/Corporate Debt	$1.7T	Website LinkedIn	100 East Pratt Street Baltimore, MD United States	Unlock Access
BlackRock Fund Advisors Premier provider of investment management, offering ETFs and mutual funds.	Sustainable Index-Aligned Resilience Targets index-eligible firms with ESG integration for low-cost, diversified portfolios.	Technology Financials Healthcare Consumer Discretionary Sustainable Impact	$12.5T	Website LinkedIn	50 Hudson Yards New York, NY United States	Unlock Access
Vanguard Advisers, Inc. Provides investment advisory services, focusing on low-cost mutual funds and ETFs.	Disciplined Low-Cost Indexing Favors stable, value-creating companies in major indexes for balanced, long-term diversification.	Technology Financials Healthcare Consumer Goods Energy Industrials	$10.4T	Website LinkedIn	100 Vanguard Blvd Malvern, PA United States	Unlock Access
Fidelity Management & Research Company LLC Provides investment advisory services, managing equity, fixed income, and balanced mutual funds.	Fundamental Stable Growth Seeks well-managed firms with cycle-resilient models for research-driven, risk-controlled appreciation.	Health Care Industrials Information Technology Energy Financials Communication Services Consumer Discretionary Consumer Staples Materials Real Estate Utilities	$15.1T	Website LinkedIn	245 Summer Street Boston, MA United States	Unlock Access
Morgan Stanley Investment Management Inc. Provides investment management services across equity, fixed income, and alternative investments.	High-Quality Fundamental Equity Invests in companies with strong free cash flow and competitive advantages for balanced growth.	Consumer Staples Infrastructure Real Assets Technology Financials Healthcare	$1.6T	Website LinkedIn	1585 Broadway New York, NY United States	Unlock Access

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