List of Tables
Table 1. Global RIA Platform Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031
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): 2020 VS 2024 VS 2031
Table 5. Global RIA Platform Market Size by Region (US$ Million): 2020 VS 2024 VS 2031
Table 6. Global RIA Platform Market Size by Region (2020-2025) & (US$ Million)
Table 7. Global RIA Platform Market Share by Region (2020-2025)
Table 8. Global RIA Platform Forecasted Market Size by Region (2026-2031) & (US$ Million)
Table 9. Global RIA Platform Market Share by Region (2026-2031)
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 (2020-2025) & (US$ Million)
Table 15. Global RIA Platform Market Share by Players (2020-2025)
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 2024)
Table 17. Ranking of Global Top RIA Platform Companies by Revenue (US$ Million) in 2024
Table 18. Global 5 Largest Players Market Share by RIA Platform Revenue (CR5 and HHI) & (2020-2025)
Table 19. Global Key Players of RIA Platform, Headquarters and Area Served
Table 20. Global Key Players of RIA Platform, Product and Application
Table 21. Global Key Players of RIA Platform, Date of Enter into This Industry
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global RIA Platform Market Size by Type (2020-2025) & (US$ Million)
Table 24. Global RIA Platform Revenue Market Share by Type (2020-2025)
Table 25. Global RIA Platform Forecasted Market Size by Type (2026-2031) & (US$ Million)
Table 26. Global RIA Platform Revenue Market Share by Type (2026-2031)
Table 27. Global RIA Platform Market Size by Application (2020-2025) & (US$ Million)
Table 28. Global RIA Platform Revenue Market Share by Application (2020-2025)
Table 29. Global RIA Platform Forecasted Market Size by Application (2026-2031) & (US$ Million)
Table 30. Global RIA Platform Revenue Market Share by Application (2026-2031)
Table 31. North America RIA Platform Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 32. North America RIA Platform Market Size by Country (2020-2025) & (US$ Million)
Table 33. North America RIA Platform Market Size by Country (2026-2031) & (US$ Million)
Table 34. Europe RIA Platform Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 35. Europe RIA Platform Market Size by Country (2020-2025) & (US$ Million)
Table 36. Europe RIA Platform Market Size by Country (2026-2031) & (US$ Million)
Table 37. Asia-Pacific RIA Platform Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031
Table 38. Asia-Pacific RIA Platform Market Size by Region (2020-2025) & (US$ Million)
Table 39. Asia-Pacific RIA Platform Market Size by Region (2026-2031) & (US$ Million)
Table 40. Latin America RIA Platform Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 41. Latin America RIA Platform Market Size by Country (2020-2025) & (US$ Million)
Table 42. Latin America RIA Platform Market Size by Country (2026-2031) & (US$ Million)
Table 43. Middle East & Africa RIA Platform Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
Table 44. Middle East & Africa RIA Platform Market Size by Country (2020-2025) & (US$ Million)
Table 45. Middle East & Africa RIA Platform Market Size by Country (2026-2031) & (US$ Million)
Table 46. LSEG Company Details
Table 47. LSEG Business Overview
Table 48. LSEG RIA Platform Product
Table 49. LSEG Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 50. LSEG Recent Development
Table 51. Addepar Company Details
Table 52. Addepar Business Overview
Table 53. Addepar RIA Platform Product
Table 54. Addepar Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 55. Addepar Recent Development
Table 56. Envestnet Company Details
Table 57. Envestnet Business Overview
Table 58. Envestnet RIA Platform Product
Table 59. Envestnet Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 60. Envestnet Recent Development
Table 61. Finlogic Technologies Company Details
Table 62. Finlogic Technologies Business Overview
Table 63. Finlogic Technologies RIA Platform Product
Table 64. Finlogic Technologies Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 65. Finlogic Technologies Recent Development
Table 66. Comply (RIA in a Box) Company Details
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 (2020-2025) & (US$ Million)
Table 70. Comply (RIA in a Box) Recent Development
Table 71. Smartria Company Details
Table 72. Smartria Business Overview
Table 73. Smartria RIA Platform Product
Table 74. Smartria Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 75. Smartria Recent Development
Table 76. TD Ameritrade Company Details
Table 77. TD Ameritrade Business Overview
Table 78. TD Ameritrade RIA Platform Product
Table 79. TD Ameritrade Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 80. TD Ameritrade Recent Development
Table 81. Axos Advisor Services Company Details
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 (2020-2025) & (US$ Million)
Table 85. Axos Advisor Services Recent Development
Table 86. TradePMR Company Details
Table 87. TradePMR Business Overview
Table 88. TradePMR RIA Platform Product
Table 89. TradePMR Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 90. TradePMR Recent Development
Table 91. ETNA Software Company Details
Table 92. ETNA Software Business Overview
Table 93. ETNA Software RIA Platform Product
Table 94. ETNA Software Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 95. ETNA Software Recent Development
Table 96. FINTRX Company Details
Table 97. FINTRX Business Overview
Table 98. FINTRX RIA Platform Product
Table 99. FINTRX Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 100. FINTRX Recent Development
Table 101. Fidelity Company Details
Table 102. Fidelity Business Overview
Table 103. Fidelity RIA Platform Product
Table 104. Fidelity Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 105. Fidelity Recent Development
Table 106. Betterment Company Details
Table 107. Betterment Business Overview
Table 108. Betterment RIA Platform Product
Table 109. Betterment Revenue in RIA Platform Business (2020-2025) & (US$ Million)
Table 110. Betterment Recent Development
Table 111. RIA WorkSpace Company Details
Table 112. RIA WorkSpace Business Overview
Table 113. RIA WorkSpace RIA Platform Product
Table 114. RIA WorkSpace Revenue in RIA Platform Business (2020-2025) & (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
Table 119. Authors List of This Report
List of Figures
Figure 1. RIA Platform Picture
Figure 2. Global RIA Platform Market Size Comparison by Type (2020-2031) & (US$ Million)
Figure 3. Global RIA Platform Market Share by Type: 2024 VS 2031
Figure 4. Cloud-based Features
Figure 5. On-premises Features
Figure 6. Global RIA Platform Market Size by Application (2020-2031) & (US$ Million)
Figure 7. Global RIA Platform Market Share by Application: 2024 VS 2031
Figure 8. Fund and Asset Managers Case Studies
Figure 9. Prime Brokers Case Studies
Figure 10. Private Companies Case Studies
Figure 11. Nonprofits Case Studies
Figure 12. Others Case Studies
Figure 13. RIA Platform Report Years Considered
Figure 14. Global RIA Platform Market Size (US$ Million), Year-over-Year: 2020-2031
Figure 15. Global RIA Platform Market Size, (US$ Million), 2020 VS 2024 VS 2031
Figure 16. Global RIA Platform Market Share by Region: 2024 VS 2031
Figure 17. Global RIA Platform Market Share by Players in 2024
Figure 18. Global Top RIA Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Platform as of 2024)
Figure 19. The Top 10 and 5 Players Market Share by RIA Platform Revenue in 2024
Figure 20. North America RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 21. North America RIA Platform Market Share by Country (2020-2031)
Figure 22. United States RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 23. Canada RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 24. Europe RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 25. Europe RIA Platform Market Share by Country (2020-2031)
Figure 26. Germany RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 27. France RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 28. U.K. RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 29. Italy RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 30. Russia RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 31. Nordic Countries RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 32. Asia-Pacific RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 33. Asia-Pacific RIA Platform Market Share by Region (2020-2031)
Figure 34. China RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 35. Japan RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 36. South Korea RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 37. Southeast Asia RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 38. India RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 39. Australia RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 40. Latin America RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 41. Latin America RIA Platform Market Share by Country (2020-2031)
Figure 42. Mexico RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 43. Brazil RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 44. Middle East & Africa RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 45. Middle East & Africa RIA Platform Market Share by Country (2020-2031)
Figure 46. Turkey RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 47. Saudi Arabia RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 48. UAE RIA Platform Market Size YoY Growth (2020-2031) & (US$ Million)
Figure 49. LSEG Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 50. Addepar Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 51. Envestnet Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 52. Finlogic Technologies Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 53. Comply (RIA in a Box) Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 54. Smartria Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 55. TD Ameritrade Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 56. Axos Advisor Services Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 57. TradePMR Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 58. ETNA Software Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 59. FINTRX Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 60. Fidelity Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 61. Betterment Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 62. RIA WorkSpace Revenue Growth Rate in RIA Platform Business (2020-2025)
Figure 63. Bottom-up and Top-down Approaches for This Report
Figure 64. Data Triangulation
Figure 65. Key Executives Interviewed