DEVENIR INVESTMENT ADVISORS, 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
$7.8B
Peer Group AUM Range
$7.4B - $8.2B
Sample Size
73
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (38 firms)
Discretionary Accounts
PEER GROUP AVERAGE
2,076
Discretionary AUM
PEER GROUP AVERAGE
$7.0B
Non-Discretionary Accounts
PEER GROUP AVERAGE
434
Non-Discretionary AUM
PEER GROUP AVERAGE
$788.9M
Total Clients
PEER GROUP AVERAGE
1,543
Total AUM
PEER GROUP AVERAGE
$7.8B
Offices
PEER GROUP AVERAGE
11
Total Employees
PEER GROUP AVERAGE
96
Investment Advisors
PEER GROUP AVERAGE
65
Registered Representatives
PEER GROUP AVERAGE
42
Licensed Insurance Agents
PEER GROUP AVERAGE
34
Foreign Clients
PEER GROUP AVERAGE
35.9%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
530
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 72 Firms Yes
Hourly Charges No 61 Firms Yes
Subscription Fees No 73 Firms No
Fixed Fees No 50 Firms Yes
Commissions No 73 Firms No
Performance Based Fees Yes 47 Firms No
Other No 57 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 🗙