Filed Under:Annuities, Sales Strategies

RIA advisors over age 55 have 33% of AUM

Advisors between the ages of 55 and 64 have the largest share of investable assets for all AUM brackets in the aggregate.
Advisors between the ages of 55 and 64 have the largest share of investable assets for all AUM brackets in the aggregate.

Advisors between the ages of 45 and 54 have the largest share of investments exceeding $500 million in assets under management, according to new research.

Cerulli Associates discloses this finding in a new report, “RIA marketplace 2013: The Changing Landscape of a Maturing Industry.” The annual report, in its third iteration, examines RIA practices, portfolios, products in use and drivers of growth.

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Nichole Morford

Nichole Morford
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