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RIA管理总资产规模
RIA管理总资产规模
行业数据
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所属报告：
证券行业策略报告：券业破冰产品代销财富管理始上征途-211117（43页）.pdf
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相关数据
美国RIA收费模式分布
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商业模式
2026-06-23
原图定位
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图28、2000年来美国RIA家数实现稳步增长
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行业数据
2026-03-09
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图29、2000年来RIA管理规模年化增速约
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市场规模
2026-03-09
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图20注册RIA服务的各类型客户资产规模占比
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其它
2024-04-01
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RIA管理资产规模主要为全权委托
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其它
2024-03-05
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SEC-RIA数量
5qC55o2u5Zu+54mH5Lit55qE5pWw5o2u77yM5Lul5LiL5piv6KGo5qC877yaCgp8IOW5tOS7vSB8IFNFQy1SSUHmlbDph48gfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS18CnwgMjAxNiB8IDEyMTcyICAgICAgIHwKfCAyMDE3IHwgMTI1NzggICAgICAgfAp8IDIwMTggfCAxMjk5MyAgICAgICB8CnwgMjAxOSB8IDEzNDk0ICAgICAgIHwKfCAyMDIwIHwgMTM4ODAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaSUFB5a6Y572R77yM5L+h6L6+6K+B5Yi456CU5Y+R5Lit5b+D
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行业数据
2021-11-18
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美国注册投资机构（RIA）数量明显较广
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行业数据
2021-11-16
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美国注册投资机构（RIA）雇员集中度不高
fCDnvo7lm73lkITop4TmqKHmipXotYTpob7pl67mnLrmnoTpm4flkZjmlbDljaDmr5QgfCDmlbDlgLwgfAp8IC0tLSB8IC0tLSB8Cnwg6LaF6L+HMTAwMOS6uiB8IDU0JSB8CnwgNTAx6IezMTAwMOS6uiB8IDglIHwKfCAyNTHoh7M1MDDkurogfCA4JSB8CnwgNTHoh7MyNTDkurogfCAxNSUgfAp8IDEx6IezNTDkurogfCAxMCUgfAp8IDboh7MxMOS6uiB8IDMlIHwKfCAx6IezNeS6uiB8IDIlIHwKCui1hOaWmeadpea6kO+8mklBQe+8jOWNjuazsOeglOeptg==
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行业数据
2021-11-16
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成熟市场美国SEC注册RIA收费模式
fCDmlLbotLnmqKHlvI8gICAgICAgICAgIHwgMjAxNiAgIHwgMjAxNyAgIHwgMjAxOCAgIHwgMjAxOSAgIHwgMjAyMCAgIHwKfC0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfAp8IOaMieWuouaIt+i1hOS6p+eahOS4gOWumuavlOS+iyB8IDk1LjIlICB8IDk1LjIlICB8IDk1LjMlICB8IDk1LjUlICB8IDk1LjQlICB8Cnwg5oyJ5bCP5pe25pS26LS5ICAgICAgICAgfCAyOC4yJSAgfCAyOC41JSAgfCAyOS4wJSAgfCAyOS42JSAgfCAzMC4wJSAgfAp8IOaMieS8muWRmOaUtui0uSAgICAgICAgIHwgMS4wJSAgIHwgMC45JSAgIHwgMC45JSAgIHwgMC45JSAgIHwgMS4wJSAgIHwKfCDmlLblj5blm7rlrprotLnnlKggICAgICAgfCA0Mi4xJSAgfCA0Mi4zJSAgfCA0My4zJSAgfCA0NC4wJSAgfCA0NC45JSAgfAp8IOaUtuWPluS9o+mHkSAgICAgICAgICAgfCA0LjUlICAgfCA0LjElICAgfCAzLjYlICAgfCAzLjIlICAgfCAzLjAlICAgfAp8IOaMieS4mue7qeihqOeOsOaUtui0uSAgICAgfCAzOC4zJSAgfCAzOC4yJSAgfCAzNy40JSAgfCAzNy4xJSAgfCAzNi42JSAgfAp8IOWFtuWugyAgICAgICAgICAgICAgIHwgMTQuNiUgIHwgMTQuNSUgIHwgMTQuNSUgIHwgMTQuMyUgIHwgMTQuMyUgIHwKCui1hOaWmeadpea6kO+8mklBQe+8jOS4reS/oeivgeWIuOeglOeptumDqA==
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行业数据
2021-08-24
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美国注册投资顾问公司（RIA）按雇员数量分布（个）
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注册投顾的发展伴随着买方投顾模式的兴起。我们看到由卖方投顾模式转变买方投顾模式最核心的因素之一就是投顾的独立与专业化、投顾体系的完善与多层次化，其中 RIAs（注册投资顾问）发挥了不可替代的作用。RIAs 充分发挥专业第三方咨询的作用，通过按管理资产规模收费的方式与投资者达成利益一致，完成了对卖方投顾模式下销售人员主要以销售产品业绩作为重要收入来源的替换。RIAs 的涌现使平台方不得不注重投资者的需求，并不断丰富平台上的产品以及健全平台的投顾体系，平台方逐渐转变为产品与赋能工具的提供方，收入不再依赖产品的交易收入而是更多依赖客户资产的开拓与积累。截至2020年，SEC-RIA组织数量已达到13880家，管理的总资产数超过 110 万亿美元。在 RIA 的客户构成中，2020 年除了非全权委托的账户，个人客户（非高净值）占比最高，保持在八成以上。但在AUM贡献中，机构贡献占比将近９０％，机构中投资公司和联合机构的贡献最大。据美国投资公司协会（ICI）统计，2019 年，除 35%的美国家庭投资者仅通过退休账户投资基金外，在剩余的 65%中，有 77%的家庭投资者通过接受投资顾问咨询服务把资金投资到基金。从投顾收费模式来看，基于管理资产的一定比例收费和固定费用收费为最主要两大模式，占比为 62%，跟我国类似的收取佣金的模式占比仅不到 1.5%。
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证券行业策略报告：券业破冰产品代销财富管理始上征途-211117（43页）.pdf
摩根士丹利账户管理模式
财富管理客户资产（单位：10亿美元）
嘉信理财投顾奖金激励政策
嘉信理财主要投顾产品
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