Index
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global RIA Platform Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Cloud-based
1.2.3 On-premises
1.3 Market by Application
1.3.1 Global RIA Platform Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Fund and Asset Managers
1.3.3 Prime Brokers
1.3.4 Private Companies
1.3.5 Nonprofits
1.3.6 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global RIA Platform Market Perspective (2019-2030)
2.2 RIA Platform Growth Trends by Region
2.2.1 Global RIA Platform Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 RIA Platform Historic Market Size by Region (2019-2024)
2.2.3 RIA Platform Forecasted Market Size by Region (2025-2030)
2.3 RIA Platform Market Dynamics
2.3.1 RIA Platform Industry Trends
2.3.2 RIA Platform Market Drivers
2.3.3 RIA Platform Market Challenges
2.3.4 RIA Platform Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top RIA Platform Players by Revenue
3.1.1 Global Top RIA Platform Players by Revenue (2019-2024)
3.1.2 Global RIA Platform Revenue Market Share by Players (2019-2024)
3.2 Global RIA Platform Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by RIA Platform Revenue
3.4 Global RIA Platform Market Concentration Ratio
3.4.1 Global RIA Platform Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by RIA Platform Revenue in 2023
3.5 RIA Platform Key Players Head office and Area Served
3.6 Key Players RIA Platform Product Solution and Service
3.7 Date of Enter into RIA Platform Market
3.8 Mergers & Acquisitions, Expansion Plans
4 RIA Platform Breakdown Data by Type
4.1 Global RIA Platform Historic Market Size by Type (2019-2024)
4.2 Global RIA Platform Forecasted Market Size by Type (2025-2030)
5 RIA Platform Breakdown Data by Application
5.1 Global RIA Platform Historic Market Size by Application (2019-2024)
5.2 Global RIA Platform Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America RIA Platform Market Size (2019-2030)
6.2 North America RIA Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America RIA Platform Market Size by Country (2019-2024)
6.4 North America RIA Platform Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe RIA Platform Market Size (2019-2030)
7.2 Europe RIA Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe RIA Platform Market Size by Country (2019-2024)
7.4 Europe RIA Platform Market Size by Country (2025-2030)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific RIA Platform Market Size (2019-2030)
8.2 Asia-Pacific RIA Platform Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific RIA Platform Market Size by Region (2019-2024)
8.4 Asia-Pacific RIA Platform Market Size by Region (2025-2030)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America RIA Platform Market Size (2019-2030)
9.2 Latin America RIA Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America RIA Platform Market Size by Country (2019-2024)
9.4 Latin America RIA Platform Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa RIA Platform Market Size (2019-2030)
10.2 Middle East & Africa RIA Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa RIA Platform Market Size by Country (2019-2024)
10.4 Middle East & Africa RIA Platform Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 LSEG
11.1.1 LSEG Company Detail
11.1.2 LSEG Business Overview
11.1.3 LSEG RIA Platform Introduction
11.1.4 LSEG Revenue in RIA Platform Business (2019-2024)
11.1.5 LSEG Recent Development
11.2 Addepar
11.2.1 Addepar Company Detail
11.2.2 Addepar Business Overview
11.2.3 Addepar RIA Platform Introduction
11.2.4 Addepar Revenue in RIA Platform Business (2019-2024)
11.2.5 Addepar Recent Development
11.3 Envestnet
11.3.1 Envestnet Company Detail
11.3.2 Envestnet Business Overview
11.3.3 Envestnet RIA Platform Introduction
11.3.4 Envestnet Revenue in RIA Platform Business (2019-2024)
11.3.5 Envestnet Recent Development
11.4 Finlogic Technologies
11.4.1 Finlogic Technologies Company Detail
11.4.2 Finlogic Technologies Business Overview
11.4.3 Finlogic Technologies RIA Platform Introduction
11.4.4 Finlogic Technologies Revenue in RIA Platform Business (2019-2024)
11.4.5 Finlogic Technologies Recent Development
11.5 Comply (RIA in a Box)
11.5.1 Comply (RIA in a Box) Company Detail
11.5.2 Comply (RIA in a Box) Business Overview
11.5.3 Comply (RIA in a Box) RIA Platform Introduction
11.5.4 Comply (RIA in a Box) Revenue in RIA Platform Business (2019-2024)
11.5.5 Comply (RIA in a Box) Recent Development
11.6 Smartria
11.6.1 Smartria Company Detail
11.6.2 Smartria Business Overview
11.6.3 Smartria RIA Platform Introduction
11.6.4 Smartria Revenue in RIA Platform Business (2019-2024)
11.6.5 Smartria Recent Development
11.7 TD Ameritrade
11.7.1 TD Ameritrade Company Detail
11.7.2 TD Ameritrade Business Overview
11.7.3 TD Ameritrade RIA Platform Introduction
11.7.4 TD Ameritrade Revenue in RIA Platform Business (2019-2024)
11.7.5 TD Ameritrade Recent Development
11.8 Axos Advisor Services
11.8.1 Axos Advisor Services Company Detail
11.8.2 Axos Advisor Services Business Overview
11.8.3 Axos Advisor Services RIA Platform Introduction
11.8.4 Axos Advisor Services Revenue in RIA Platform Business (2019-2024)
11.8.5 Axos Advisor Services Recent Development
11.9 TradePMR
11.9.1 TradePMR Company Detail
11.9.2 TradePMR Business Overview
11.9.3 TradePMR RIA Platform Introduction
11.9.4 TradePMR Revenue in RIA Platform Business (2019-2024)
11.9.5 TradePMR Recent Development
11.10 ETNA Software
11.10.1 ETNA Software Company Detail
11.10.2 ETNA Software Business Overview
11.10.3 ETNA Software RIA Platform Introduction
11.10.4 ETNA Software Revenue in RIA Platform Business (2019-2024)
11.10.5 ETNA Software Recent Development
11.11 FINTRX
11.11.1 FINTRX Company Detail
11.11.2 FINTRX Business Overview
11.11.3 FINTRX RIA Platform Introduction
11.11.4 FINTRX Revenue in RIA Platform Business (2019-2024)
11.11.5 FINTRX Recent Development
11.12 Fidelity
11.12.1 Fidelity Company Detail
11.12.2 Fidelity Business Overview
11.12.3 Fidelity RIA Platform Introduction
11.12.4 Fidelity Revenue in RIA Platform Business (2019-2024)
11.12.5 Fidelity Recent Development
11.13 Betterment
11.13.1 Betterment Company Detail
11.13.2 Betterment Business Overview
11.13.3 Betterment RIA Platform Introduction
11.13.4 Betterment Revenue in RIA Platform Business (2019-2024)
11.13.5 Betterment Recent Development
11.14 RIA WorkSpace
11.14.1 RIA WorkSpace Company Detail
11.14.2 RIA WorkSpace Business Overview
11.14.3 RIA WorkSpace RIA Platform Introduction
11.14.4 RIA WorkSpace Revenue in RIA Platform Business (2019-2024)
11.14.5 RIA WorkSpace Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
List of Tables
List of Tables
Table 1. Global RIA Platform Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030
Table 2. Key Players of Cloud-based
Table 3. Key Players of On-premises
Table 4. Global RIA Platform Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030
Table 5. Global RIA Platform Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
Table 6. Global RIA Platform Market Size by Region (2019-2024) & (US$ Million)
Table 7. Global RIA Platform Market Share by Region (2019-2024)
Table 8. Global RIA Platform Forecasted Market Size by Region (2025-2030) & (US$ Million)
Table 9. Global RIA Platform Market Share by Region (2025-2030)
Table 10. RIA Platform Market Trends
Table 11. RIA Platform Market Drivers
Table 12. RIA Platform Market Challenges
Table 13. RIA Platform Market Restraints
Table 14. Global RIA Platform Revenue by Players (2019-2024) & (US$ Million)
Table 15. Global RIA Platform Market Share by Players (2019-2024)
Table 16. Global Top RIA Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Platform as of 2023)
Table 17. Ranking of Global Top RIA Platform Companies by Revenue (US$ Million) in 2023
Table 18. Global 5 Largest Players Market Share by RIA Platform Revenue (CR5 and HHI) & (2019-2024)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players RIA Platform Product Solution and Service
Table 21. Date of Enter into RIA Platform Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global RIA Platform Market Size by Type (2019-2024) & (US$ Million)
Table 24. Global RIA Platform Revenue Market Share by Type (2019-2024)
Table 25. Global RIA Platform Forecasted Market Size by Type (2025-2030) & (US$ Million)
Table 26. Global RIA Platform Revenue Market Share by Type (2025-2030)
Table 27. Global RIA Platform Market Size by Application (2019-2024) & (US$ Million)
Table 28. Global RIA Platform Revenue Market Share by Application (2019-2024)
Table 29. Global RIA Platform Forecasted Market Size by Application (2025-2030) & (US$ Million)
Table 30. Global RIA Platform Revenue Market Share by Application (2025-2030)
Table 31. North America RIA Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 32. North America RIA Platform Market Size by Country (2019-2024) & (US$ Million)
Table 33. North America RIA Platform Market Size by Country (2025-2030) & (US$ Million)
Table 34. Europe RIA Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 35. Europe RIA Platform Market Size by Country (2019-2024) & (US$ Million)
Table 36. Europe RIA Platform Market Size by Country (2025-2030) & (US$ Million)
Table 37. Asia-Pacific RIA Platform Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
Table 38. Asia-Pacific RIA Platform Market Size by Region (2019-2024) & (US$ Million)
Table 39. Asia-Pacific RIA Platform Market Size by Region (2025-2030) & (US$ Million)
Table 40. Latin America RIA Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 41. Latin America RIA Platform Market Size by Country (2019-2024) & (US$ Million)
Table 42. Latin America RIA Platform Market Size by Country (2025-2030) & (US$ Million)
Table 43. Middle East & Africa RIA Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 44. Middle East & Africa RIA Platform Market Size by Country (2019-2024) & (US$ Million)
Table 45. Middle East & Africa RIA Platform Market Size by Country (2025-2030) & (US$ Million)
Table 46. LSEG Company Detail
Table 47. LSEG Business Overview
Table 48. LSEG RIA Platform Product
Table 49. LSEG Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 50. LSEG Recent Development
Table 51. Addepar Company Detail
Table 52. Addepar Business Overview
Table 53. Addepar RIA Platform Product
Table 54. Addepar Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 55. Addepar Recent Development
Table 56. Envestnet Company Detail
Table 57. Envestnet Business Overview
Table 58. Envestnet RIA Platform Product
Table 59. Envestnet Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 60. Envestnet Recent Development
Table 61. Finlogic Technologies Company Detail
Table 62. Finlogic Technologies Business Overview
Table 63. Finlogic Technologies RIA Platform Product
Table 64. Finlogic Technologies Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 65. Finlogic Technologies Recent Development
Table 66. Comply (RIA in a Box) Company Detail
Table 67. Comply (RIA in a Box) Business Overview
Table 68. Comply (RIA in a Box) RIA Platform Product
Table 69. Comply (RIA in a Box) Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 70. Comply (RIA in a Box) Recent Development
Table 71. Smartria Company Detail
Table 72. Smartria Business Overview
Table 73. Smartria RIA Platform Product
Table 74. Smartria Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 75. Smartria Recent Development
Table 76. TD Ameritrade Company Detail
Table 77. TD Ameritrade Business Overview
Table 78. TD Ameritrade RIA Platform Product
Table 79. TD Ameritrade Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 80. TD Ameritrade Recent Development
Table 81. Axos Advisor Services Company Detail
Table 82. Axos Advisor Services Business Overview
Table 83. Axos Advisor Services RIA Platform Product
Table 84. Axos Advisor Services Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 85. Axos Advisor Services Recent Development
Table 86. TradePMR Company Detail
Table 87. TradePMR Business Overview
Table 88. TradePMR RIA Platform Product
Table 89. TradePMR Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 90. TradePMR Recent Development
Table 91. ETNA Software Company Detail
Table 92. ETNA Software Business Overview
Table 93. ETNA Software RIA Platform Product
Table 94. ETNA Software Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 95. ETNA Software Recent Development
Table 96. FINTRX Company Detail
Table 97. FINTRX Business Overview
Table 98. FINTRX RIA Platform Product
Table 99. FINTRX Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 100. FINTRX Recent Development
Table 101. Fidelity Company Detail
Table 102. Fidelity Business Overview
Table 103. Fidelity RIA Platform Product
Table 104. Fidelity Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 105. Fidelity Recent Development
Table 106. Betterment Company Detail
Table 107. Betterment Business Overview
Table 108. Betterment RIA Platform Product
Table 109. Betterment Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 110. Betterment Recent Development
Table 111. RIA WorkSpace Company Detail
Table 112. RIA WorkSpace Business Overview
Table 113. RIA WorkSpace RIA Platform Product
Table 114. RIA WorkSpace Revenue in RIA Platform Business (2019-2024) & (US$ Million)
Table 115. RIA WorkSpace Recent Development
Table 116. Research Programs/Design for This Report
Table 117. Key Data Information from Secondary Sources
Table 118. Key Data Information from Primary Sources
List of Figures
Figure 1. Global RIA Platform Market Size Comparison by Type (2024-2030) & (US$ Million)
Figure 2. Global RIA Platform Market Share by Type: 2023 VS 2030
Figure 3. Cloud-based Features
Figure 4. On-premises Features
Figure 5. Global RIA Platform Market Size Comparison by Application (2024-2030) & (US$ Million)
Figure 6. Global RIA Platform Market Share by Application: 2023 VS 2030
Figure 7. Fund and Asset Managers Case Studies
Figure 8. Prime Brokers Case Studies
Figure 9. Private Companies Case Studies
Figure 10. Nonprofits Case Studies
Figure 11. Others Case Studies
Figure 12. RIA Platform Report Years Considered
Figure 13. Global RIA Platform Market Size (US$ Million), Year-over-Year: 2019-2030
Figure 14. Global RIA Platform Market Size, (US$ Million), 2019 VS 2023 VS 2030
Figure 15. Global RIA Platform Market Share by Region: 2023 VS 2030
Figure 16. Global RIA Platform Market Share by Players in 2023
Figure 17. Global Top RIA Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Platform as of 2023)
Figure 18. The Top 10 and 5 Players Market Share by RIA Platform Revenue in 2023
Figure 19. North America RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 20. North America RIA Platform Market Share by Country (2019-2030)
Figure 21. United States RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 22. Canada RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 23. Europe RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 24. Europe RIA Platform Market Share by Country (2019-2030)
Figure 25. Germany RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 26. France RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 27. U.K. RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 28. Italy RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 29. Russia RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 30. Nordic Countries RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 31. Asia-Pacific RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 32. Asia-Pacific RIA Platform Market Share by Region (2019-2030)
Figure 33. China RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 34. Japan RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 35. South Korea RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 36. Southeast Asia RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 37. India RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 38. Australia RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 39. Latin America RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 40. Latin America RIA Platform Market Share by Country (2019-2030)
Figure 41. Mexico RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 42. Brazil RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 43. Middle East & Africa RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 44. Middle East & Africa RIA Platform Market Share by Country (2019-2030)
Figure 45. Turkey RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 46. Saudi Arabia RIA Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 47. LSEG Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 48. Addepar Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 49. Envestnet Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 50. Finlogic Technologies Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 51. Comply (RIA in a Box) Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 52. Smartria Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 53. TD Ameritrade Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 54. Axos Advisor Services Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 55. TradePMR Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 56. ETNA Software Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 57. FINTRX Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 58. Fidelity Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 59. Betterment Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 60. RIA WorkSpace Revenue Growth Rate in RIA Platform Business (2019-2024)
Figure 61. Bottom-up and Top-down Approaches for This Report
Figure 62. Data Triangulation
Figure 63. Key Executives Interviewed