RM PRIVATE WEALTH MANAGEMENT INC.

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
$167.4M
Peer Group AUM Range
$159.1M - $175.7M
Sample Size
449
Firm Age (Years)
PEER GROUP AVERAGE
7
Structure
PEER GROUP AVERAGE
Limited Liability Company (281 firms)
Discretionary Accounts
PEER GROUP AVERAGE
376
Discretionary AUM
PEER GROUP AVERAGE
$149M
Non-Discretionary Accounts
PEER GROUP AVERAGE
65
Non-Discretionary AUM
PEER GROUP AVERAGE
$19M
Total Clients
PEER GROUP AVERAGE
224
Total AUM
PEER GROUP AVERAGE
$168M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
7
Investment Advisors
PEER GROUP AVERAGE
5
Registered Representatives
PEER GROUP AVERAGE
2
Licensed Insurance Agents
PEER GROUP AVERAGE
3
Foreign Clients
PEER GROUP AVERAGE
5.8%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
35
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 440 Firms Yes
Hourly Charges No 229 Firms Yes
Subscription Fees No 447 Firms No
Fixed Fees Yes 250 Firms No
Commissions No 435 Firms No
Performance Based Fees No 357 Firms No
Other No 409 Firms No

Resource Center

Advisor Transition Management Platform

About TrueRecruit

With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.

About TruePerformance

TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.

About TrueContinuity

TrueContinuity is a secure emergency continuity vault where financial advisory firms can easily store designated continuity contacts, additional key contacts, documents, and tech stack information.

About TrueMatch

TrueMatch supports advisors planning succession or growth through M&A to find perfect opportunities.

Contact Truelytics Today!

Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help RIAs attract, grow, and retain advisory businesses while also reducing the costs related to transitions.

© Powered by Truelytics
An error has occurred. This application may no longer respond until reloaded. Reload 🗙