Access to comprehensive nationwide lists that include: contact information, clearing firm relationships, business breakdown and more.

According to Think Advisor.com, the RIA opportunity is growing at a record pace. At  the end of 2018 there were 12,578 Federally Registered RIAs (a 3.3%increase vs. 2017). More importantly, these RIAs had AUM of $82.5 Trillion (a 16.7% increase vs. 2017). This represents an incredible opportunity for Boutique Investment Sponsors and Asset Managers, together with the insight of Anchor Advisory Services who stands ready to help you acquire these valuable relationships.

"THE RIA CHANNEL CONTINUES TO THRIVE

It's clear that the RIA channel continues to win assets at a higher rate than other alternative wealth management industry channels"

                                                                               -RIA in a Box

The RIA market is known for being resistant to traditional sales and wholesaling methods attributed to their positioning as money managers and fiduciaries. In fact, few in the industry like to use the word wholesaling, and thus Asset Managers and Product Providers often refer to their sales team as consultants, relationship managers, or investment specialists.

CAPTURING VALUABLE MARKET

SHARE IN THE INDUSTRY’S

FASTEST GROWING CHANNEL.

LEVERAGE OUR EXPERTISE TO HELP DIVERSIFY YOUR BUSINESS

Over the past 18 months we have developed a turnkey approach to navigating the RIA Channel.


    OUR PROCESS INCLUDES:

Aquire new RIA relationships with dedicated calling resources focused on prospecting as well as business development coupled with proven e-mail campaigns and ongoing follow-up procedures.

Introducing

Anchor Advisory Services RIA Acquisition Group

THE MANY BENEFITS OF BUILDING RIA RELATIONSHIPS THROUGH ANCHOR

Real-time activity tracking allowing you to monitor our success. Outbound dials directly correlate to calls and meetings scheduled for the client.

DIVERSIFICATION

Building relationships and raising capital in the RIA channel is a great way for sponsors and asset managers to diversify their capital-raising resources. Coupled with the Independent Broker Dealer (IBD) channel, a sponsor now has a greater opportunity to hit their goals.



STRATEGICALLY TARGETED

RIAs tend to be small and more diverse, unlike broker-dealers and therefore harder to reach using traditional distribution strategies. Gaining access and winning business in this space requires advanced segmentation and specific targeting of the individual advisor.




DID YOU KNOW?

WHO WE ARE

At Anchor Advisory Services we have learned through our 36 years of combined experience that the industry is changing and sponsor needs are not being met. Raising capital solely in the Independent Broker Dealer Channel isn't providing the desired results. Therefore, we created the "RIA Acquisition Group" as a turnkey approach to building valuable relationships in the Registered Investment Advisor (RIA) channel. We help sponsors and asset managers navigate this challenging but rewarding channel and help them create a more diversified, cost-effective revenue stream.



COST-EFFECTIVENESS

One of the major benefits to raising capital in the RIA channel is the fact that sponsors don't have to pay commission to the Rep. Therefore, making every dollar raised through RIA efforts much more cost-effective as compared to the traditional IBD channel efforts.




RESOURCES

SERVICE

RESULTS

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THE TYPICAL RIA AS REPORTED BY: THINKADVISOR.COM

  • Average AUM | $359 Mil
  • 124 Accounts
  • Discretionary Authority Employs a total of 9 Financial Professionals
  • No physical custody of Assets