Research Affiliates

Research Affiliates (CRD# 120440) is a financial advisory firm headquartered in Newport Beach, CA. They manage $41,924,611,000 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41,925
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $838,492,220
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Research Affiliates
No Advisor Found.
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