Research Affiliates

Trust Score 98%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Research Affiliates, federally registered in 2002, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 40 advisors. Research Affiliates manages $37.0 billion and provides investment advisory services for 57 clients (1:2 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $648,971,140
Hybrid Advisor No
Disciplinary History No
Total AUM $37.0 billion
Advisor / Client Ratio 1:2
Headquarters Newport Beach, CA
SEC Filings Forms and Brochures    (CRD # 120440)
State(s) Registered CA, PA, TX, VA

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