Biggest RIAs on Path to Nationwide Footprint

April 12, 2018 by Cyril Tuohy

Some of the nation’s largest registered financial advisors will achieve nationwide footprints in the next 10 years, according to a market expert.

Fisher Investments, Edelman Financial Services, Mercer Advisors and United Capital Financial Advisors are on that path, said Chip Roame, managing partner of Tiburon Strategic Advisors.

But that will still leave plenty of room for smaller RIAs because huge advisors like Fidelity aren’t going to plant stakes in every small town and city, he said.

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Originally Posted at InsuranceNewsNet on April 10, 2018 by Cyril Tuohy.