registered investment advisor
also referred to as: registered investment advisors · ria · rias
5 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Dec 12, 2022 by Charlie Ellis · across every show →
Everything said about registered investment advisor, oldest first
Dec 12, 2022 bearish
Traditional 1% RIA fees will prove unsustainable over the long run
“You can always get registered investment advisor, but at one percent of assets, it turns out to be a pretty significant cost. And although that's a business that has boomed, I think in the long run, it's going to turn out to be too costly relative to the value…”
Oct 7, 2024 neutral
Nesbitt: Mid-sized RIAs lack the resources to conduct alternative investments
“These RIAs, generally they manage between one and maybe twenty billion. There are very smart business people. They have some investment skill, but they don't have the resources, particularly the resources to do alternative investments.”
Dec 9, 2024 positive
McCusker: RIAs Lack Full Investment Engines Built by Institutional Consultants
“You see the RIA space that is growing, that's going through a different kind of consolidation with all these smaller independent RIAs, but you see this tailwind of new wealth coming in there, RIAs needing a lot of investment help, and these platforms that have…”
Jun 16, 2025 neutral
Jun 16, 2025 bullish
Oros: Large RIA platforms will merge to reach $200B-$300B scale
“You're going to see more meaningful consolidation, including big firms that come together. Because think about if you're a 20,000,000,030 billion dollar AUM RIA, That's a big RIA, but you're still a long ways from a 200,000,000,300 billion dollar firm with rea…”