{"slug": "find-fa-s-in-your-local-area", "title": "Find FA's in your local area", "summary": "Falists has compiled data on 29,400 SEC-registered investment advisers across 2,958 U.S. cities, with combined disclosed assets under management exceeding $164.66 trillion. The analysis reveals that 102% of firms charge AUM-based fees, 45% offer financial planning, and the median firm size is $128.2 million, indicating a mix of boutique and large corporate platforms.", "body_md": "Falists tracks 29,400 SEC-registered investment advisers across 2,958 U.S. cities. Combined disclosed assets under management exceed $164.66T, with a median firm size of $128.2M — meaning most advisers are boutique or regional, while a smaller set of corporate platforms hold the majority of assets.\n\n102% of firms charge AUM-based fees, making it the dominant compensation model. 45% offer financial planning services, and 85% list a public website on Form ADV. The typical advisory team has 18.7 investment adviser representatives, though 24% operate as one-person shops.\n\nAnalysis derived from public SEC Form ADV data. Not investment advice. Run npm run generate-analysis with OPENAI_API_KEY for AI-enhanced summaries.", "url": "https://wpnews.pro/news/find-fa-s-in-your-local-area", "canonical_source": "https://www.falists.co/", "published_at": "2026-06-24 02:03:22+00:00", "updated_at": "2026-06-24 02:13:42.035657+00:00", "lang": "en", "topics": ["ai-tools"], "entities": ["Falists", "SEC"], "alternates": {"html": "https://wpnews.pro/news/find-fa-s-in-your-local-area", "markdown": "https://wpnews.pro/news/find-fa-s-in-your-local-area.md", "text": "https://wpnews.pro/news/find-fa-s-in-your-local-area.txt", "jsonld": "https://wpnews.pro/news/find-fa-s-in-your-local-area.jsonld"}}