ONEAMERICA INVESTMENT ADVISORY SERVICES LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$5,975.4M
Peer Group AUM Range
$2,147.5M - $6,269.1M
Sample Size
69
Firm Age (Years)
PEER GROUP AVERAGE
15
Structure
PEER GROUP AVERAGE
Limited Liability Company (36 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,624
Discretionary AUM
PEER GROUP AVERAGE
$5,339M
Non-Discretionary Accounts
PEER GROUP AVERAGE
154
Non-Discretionary AUM
PEER GROUP AVERAGE
$637M
Total Clients
PEER GROUP AVERAGE
1,306
Total AUM
PEER GROUP AVERAGE
$5,976M
Offices
PEER GROUP AVERAGE
9
Total Employees
PEER GROUP AVERAGE
90
Investment Advisors
PEER GROUP AVERAGE
60
Registered Representatives
PEER GROUP AVERAGE
39
Licensed Insurance Agents
PEER GROUP AVERAGE
33
Foreign Clients
PEER GROUP AVERAGE
30.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
530
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 68 Firms Yes
Hourly Charges No 60 Firms No
Subscription Fees No 69 Firms No
Fixed Fees No 45 Firms No
Commissions No 69 Firms No
Performance Based Fees Yes 37 Firms No
Other No 50 Firms No

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