Index
1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global RIA Trading Platform Market Size Growth Rate by Type: 2019 VS 2023 VS 2030
1.2.2 Cloud-based
1.2.3 On-premises
1.3 Market by Application
1.3.1 Global RIA Trading Platform Market Growth by Application: 2019 VS 2023 VS 2030
1.3.2 Fund and Asset Managers
1.3.3 Prime Brokers
1.3.4 Private Companies
1.3.5 Nonprofits
1.3.6 Others
1.4 Study Objectives
1.5 Years Considered
1.6 Years Considered
2 Global Growth Trends
2.1 Global RIA Trading Platform Market Perspective (2019-2030)
2.2 RIA Trading Platform Growth Trends by Region
2.2.1 Global RIA Trading Platform Market Size by Region: 2019 VS 2023 VS 2030
2.2.2 RIA Trading Platform Historic Market Size by Region (2019-2024)
2.2.3 RIA Trading Platform Forecasted Market Size by Region (2025-2030)
2.3 RIA Trading Platform Market Dynamics
2.3.1 RIA Trading Platform Industry Trends
2.3.2 RIA Trading Platform Market Drivers
2.3.3 RIA Trading Platform Market Challenges
2.3.4 RIA Trading Platform Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top RIA Trading Platform Players by Revenue
3.1.1 Global Top RIA Trading Platform Players by Revenue (2019-2024)
3.1.2 Global RIA Trading Platform Revenue Market Share by Players (2019-2024)
3.2 Global RIA Trading Platform Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Players Covered: Ranking by RIA Trading Platform Revenue
3.4 Global RIA Trading Platform Market Concentration Ratio
3.4.1 Global RIA Trading Platform Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by RIA Trading Platform Revenue in 2023
3.5 RIA Trading Platform Key Players Head office and Area Served
3.6 Key Players RIA Trading Platform Product Solution and Service
3.7 Date of Enter into RIA Trading Platform Market
3.8 Mergers & Acquisitions, Expansion Plans
4 RIA Trading Platform Breakdown Data by Type
4.1 Global RIA Trading Platform Historic Market Size by Type (2019-2024)
4.2 Global RIA Trading Platform Forecasted Market Size by Type (2025-2030)
5 RIA Trading Platform Breakdown Data by Application
5.1 Global RIA Trading Platform Historic Market Size by Application (2019-2024)
5.2 Global RIA Trading Platform Forecasted Market Size by Application (2025-2030)
6 North America
6.1 North America RIA Trading Platform Market Size (2019-2030)
6.2 North America RIA Trading Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
6.3 North America RIA Trading Platform Market Size by Country (2019-2024)
6.4 North America RIA Trading Platform Market Size by Country (2025-2030)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe RIA Trading Platform Market Size (2019-2030)
7.2 Europe RIA Trading Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
7.3 Europe RIA Trading Platform Market Size by Country (2019-2024)
7.4 Europe RIA Trading Platform Market Size by Country (2025-2030)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific RIA Trading Platform Market Size (2019-2030)
8.2 Asia-Pacific RIA Trading Platform Market Growth Rate by Region: 2019 VS 2023 VS 2030
8.3 Asia-Pacific RIA Trading Platform Market Size by Region (2019-2024)
8.4 Asia-Pacific RIA Trading Platform Market Size by Region (2025-2030)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America RIA Trading Platform Market Size (2019-2030)
9.2 Latin America RIA Trading Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
9.3 Latin America RIA Trading Platform Market Size by Country (2019-2024)
9.4 Latin America RIA Trading Platform Market Size by Country (2025-2030)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa RIA Trading Platform Market Size (2019-2030)
10.2 Middle East & Africa RIA Trading Platform Market Growth Rate by Country: 2019 VS 2023 VS 2030
10.3 Middle East & Africa RIA Trading Platform Market Size by Country (2019-2024)
10.4 Middle East & Africa RIA Trading Platform Market Size by Country (2025-2030)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Blaze Portfolio
11.1.1 Blaze Portfolio Company Detail
11.1.2 Blaze Portfolio Business Overview
11.1.3 Blaze Portfolio RIA Trading Platform Introduction
11.1.4 Blaze Portfolio Revenue in RIA Trading Platform Business (2019-2024)
11.1.5 Blaze Portfolio Recent Development
11.2 TradePMR
11.2.1 TradePMR Company Detail
11.2.2 TradePMR Business Overview
11.2.3 TradePMR RIA Trading Platform Introduction
11.2.4 TradePMR Revenue in RIA Trading Platform Business (2019-2024)
11.2.5 TradePMR Recent Development
11.3 TD Ameritrade
11.3.1 TD Ameritrade Company Detail
11.3.2 TD Ameritrade Business Overview
11.3.3 TD Ameritrade RIA Trading Platform Introduction
11.3.4 TD Ameritrade Revenue in RIA Trading Platform Business (2019-2024)
11.3.5 TD Ameritrade Recent Development
11.4 Envestnet
11.4.1 Envestnet Company Detail
11.4.2 Envestnet Business Overview
11.4.3 Envestnet RIA Trading Platform Introduction
11.4.4 Envestnet Revenue in RIA Trading Platform Business (2019-2024)
11.4.5 Envestnet Recent Development
11.5 Charles Schwab
11.5.1 Charles Schwab Company Detail
11.5.2 Charles Schwab Business Overview
11.5.3 Charles Schwab RIA Trading Platform Introduction
11.5.4 Charles Schwab Revenue in RIA Trading Platform Business (2019-2024)
11.5.5 Charles Schwab Recent Development
11.6 Ceros
11.6.1 Ceros Company Detail
11.6.2 Ceros Business Overview
11.6.3 Ceros RIA Trading Platform Introduction
11.6.4 Ceros Revenue in RIA Trading Platform Business (2019-2024)
11.6.5 Ceros Recent Development
11.7 Axos Advisor Services
11.7.1 Axos Advisor Services Company Detail
11.7.2 Axos Advisor Services Business Overview
11.7.3 Axos Advisor Services RIA Trading Platform Introduction
11.7.4 Axos Advisor Services Revenue in RIA Trading Platform Business (2019-2024)
11.7.5 Axos Advisor Services Recent Development
11.8 Comply (RIA in a Box)
11.8.1 Comply (RIA in a Box) Company Detail
11.8.2 Comply (RIA in a Box) Business Overview
11.8.3 Comply (RIA in a Box) RIA Trading Platform Introduction
11.8.4 Comply (RIA in a Box) Revenue in RIA Trading Platform Business (2019-2024)
11.8.5 Comply (RIA in a Box) Recent Development
11.9 Addepar
11.9.1 Addepar Company Detail
11.9.2 Addepar Business Overview
11.9.3 Addepar RIA Trading Platform Introduction
11.9.4 Addepar Revenue in RIA Trading Platform Business (2019-2024)
11.9.5 Addepar Recent Development
11.10 ETNA Software
11.10.1 ETNA Software Company Detail
11.10.2 ETNA Software Business Overview
11.10.3 ETNA Software RIA Trading Platform Introduction
11.10.4 ETNA Software Revenue in RIA Trading Platform Business (2019-2024)
11.10.5 ETNA Software Recent Development
11.11 Fidelity Institutional
11.11.1 Fidelity Institutional Company Detail
11.11.2 Fidelity Institutional Business Overview
11.11.3 Fidelity Institutional RIA Trading Platform Introduction
11.11.4 Fidelity Institutional Revenue in RIA Trading Platform Business (2019-2024)
11.11.5 Fidelity Institutional Recent Development
11.12 Orion Trading
11.12.1 Orion Trading Company Detail
11.12.2 Orion Trading Business Overview
11.12.3 Orion Trading RIA Trading Platform Introduction
11.12.4 Orion Trading Revenue in RIA Trading Platform Business (2019-2024)
11.12.5 Orion Trading Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.2 Data Source
13.2 Disclaimer
13.3 Author Details
List of Tables
List of Tables
Table 1. Global RIA Trading Platform Market Size Growth Rate by Type (US$ Million): 2019 VS 2023 VS 2030
Table 2. Key Players of Cloud-based
Table 3. Key Players of On-premises
Table 4. Global RIA Trading Platform Market Size Growth by Application (US$ Million): 2019 VS 2023 VS 2030
Table 5. Global RIA Trading Platform Market Size by Region (US$ Million): 2019 VS 2023 VS 2030
Table 6. Global RIA Trading Platform Market Size by Region (2019-2024) & (US$ Million)
Table 7. Global RIA Trading Platform Market Share by Region (2019-2024)
Table 8. Global RIA Trading Platform Forecasted Market Size by Region (2025-2030) & (US$ Million)
Table 9. Global RIA Trading Platform Market Share by Region (2025-2030)
Table 10. RIA Trading Platform Market Trends
Table 11. RIA Trading Platform Market Drivers
Table 12. RIA Trading Platform Market Challenges
Table 13. RIA Trading Platform Market Restraints
Table 14. Global RIA Trading Platform Revenue by Players (2019-2024) & (US$ Million)
Table 15. Global RIA Trading Platform Market Share by Players (2019-2024)
Table 16. Global Top RIA Trading Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Trading Platform as of 2023)
Table 17. Ranking of Global Top RIA Trading Platform Companies by Revenue (US$ Million) in 2023
Table 18. Global 5 Largest Players Market Share by RIA Trading Platform Revenue (CR5 and HHI) & (2019-2024)
Table 19. Key Players Headquarters and Area Served
Table 20. Key Players RIA Trading Platform Product Solution and Service
Table 21. Date of Enter into RIA Trading Platform Market
Table 22. Mergers & Acquisitions, Expansion Plans
Table 23. Global RIA Trading Platform Market Size by Type (2019-2024) & (US$ Million)
Table 24. Global RIA Trading Platform Revenue Market Share by Type (2019-2024)
Table 25. Global RIA Trading Platform Forecasted Market Size by Type (2025-2030) & (US$ Million)
Table 26. Global RIA Trading Platform Revenue Market Share by Type (2025-2030)
Table 27. Global RIA Trading Platform Market Size by Application (2019-2024) & (US$ Million)
Table 28. Global RIA Trading Platform Revenue Market Share by Application (2019-2024)
Table 29. Global RIA Trading Platform Forecasted Market Size by Application (2025-2030) & (US$ Million)
Table 30. Global RIA Trading Platform Revenue Market Share by Application (2025-2030)
Table 31. North America RIA Trading Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 32. North America RIA Trading Platform Market Size by Country (2019-2024) & (US$ Million)
Table 33. North America RIA Trading Platform Market Size by Country (2025-2030) & (US$ Million)
Table 34. Europe RIA Trading Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 35. Europe RIA Trading Platform Market Size by Country (2019-2024) & (US$ Million)
Table 36. Europe RIA Trading Platform Market Size by Country (2025-2030) & (US$ Million)
Table 37. Asia-Pacific RIA Trading Platform Market Size Growth Rate by Region (US$ Million): 2019 VS 2023 VS 2030
Table 38. Asia-Pacific RIA Trading Platform Market Size by Region (2019-2024) & (US$ Million)
Table 39. Asia-Pacific RIA Trading Platform Market Size by Region (2025-2030) & (US$ Million)
Table 40. Latin America RIA Trading Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 41. Latin America RIA Trading Platform Market Size by Country (2019-2024) & (US$ Million)
Table 42. Latin America RIA Trading Platform Market Size by Country (2025-2030) & (US$ Million)
Table 43. Middle East & Africa RIA Trading Platform Market Size Growth Rate by Country (US$ Million): 2019 VS 2023 VS 2030
Table 44. Middle East & Africa RIA Trading Platform Market Size by Country (2019-2024) & (US$ Million)
Table 45. Middle East & Africa RIA Trading Platform Market Size by Country (2025-2030) & (US$ Million)
Table 46. Blaze Portfolio Company Detail
Table 47. Blaze Portfolio Business Overview
Table 48. Blaze Portfolio RIA Trading Platform Product
Table 49. Blaze Portfolio Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 50. Blaze Portfolio Recent Development
Table 51. TradePMR Company Detail
Table 52. TradePMR Business Overview
Table 53. TradePMR RIA Trading Platform Product
Table 54. TradePMR Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 55. TradePMR Recent Development
Table 56. TD Ameritrade Company Detail
Table 57. TD Ameritrade Business Overview
Table 58. TD Ameritrade RIA Trading Platform Product
Table 59. TD Ameritrade Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 60. TD Ameritrade Recent Development
Table 61. Envestnet Company Detail
Table 62. Envestnet Business Overview
Table 63. Envestnet RIA Trading Platform Product
Table 64. Envestnet Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 65. Envestnet Recent Development
Table 66. Charles Schwab Company Detail
Table 67. Charles Schwab Business Overview
Table 68. Charles Schwab RIA Trading Platform Product
Table 69. Charles Schwab Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 70. Charles Schwab Recent Development
Table 71. Ceros Company Detail
Table 72. Ceros Business Overview
Table 73. Ceros RIA Trading Platform Product
Table 74. Ceros Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 75. Ceros Recent Development
Table 76. Axos Advisor Services Company Detail
Table 77. Axos Advisor Services Business Overview
Table 78. Axos Advisor Services RIA Trading Platform Product
Table 79. Axos Advisor Services Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 80. Axos Advisor Services Recent Development
Table 81. Comply (RIA in a Box) Company Detail
Table 82. Comply (RIA in a Box) Business Overview
Table 83. Comply (RIA in a Box) RIA Trading Platform Product
Table 84. Comply (RIA in a Box) Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 85. Comply (RIA in a Box) Recent Development
Table 86. Addepar Company Detail
Table 87. Addepar Business Overview
Table 88. Addepar RIA Trading Platform Product
Table 89. Addepar Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 90. Addepar Recent Development
Table 91. ETNA Software Company Detail
Table 92. ETNA Software Business Overview
Table 93. ETNA Software RIA Trading Platform Product
Table 94. ETNA Software Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 95. ETNA Software Recent Development
Table 96. Fidelity Institutional Company Detail
Table 97. Fidelity Institutional Business Overview
Table 98. Fidelity Institutional RIA Trading Platform Product
Table 99. Fidelity Institutional Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 100. Fidelity Institutional Recent Development
Table 101. Orion Trading Company Detail
Table 102. Orion Trading Business Overview
Table 103. Orion Trading RIA Trading Platform Product
Table 104. Orion Trading Revenue in RIA Trading Platform Business (2019-2024) & (US$ Million)
Table 105. Orion Trading Recent Development
Table 106. Research Programs/Design for This Report
Table 107. Key Data Information from Secondary Sources
Table 108. Key Data Information from Primary Sources
List of Figures
Figure 1. Global RIA Trading Platform Market Size Comparison by Type (2024-2030) & (US$ Million)
Figure 2. Global RIA Trading Platform Market Share by Type: 2023 VS 2030
Figure 3. Cloud-based Features
Figure 4. On-premises Features
Figure 5. Global RIA Trading Platform Market Size Comparison by Application (2024-2030) & (US$ Million)
Figure 6. Global RIA Trading Platform Market Share by Application: 2023 VS 2030
Figure 7. Fund and Asset Managers Case Studies
Figure 8. Prime Brokers Case Studies
Figure 9. Private Companies Case Studies
Figure 10. Nonprofits Case Studies
Figure 11. Others Case Studies
Figure 12. RIA Trading Platform Report Years Considered
Figure 13. Global RIA Trading Platform Market Size (US$ Million), Year-over-Year: 2019-2030
Figure 14. Global RIA Trading Platform Market Size, (US$ Million), 2019 VS 2023 VS 2030
Figure 15. Global RIA Trading Platform Market Share by Region: 2023 VS 2030
Figure 16. Global RIA Trading Platform Market Share by Players in 2023
Figure 17. Global Top RIA Trading Platform Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in RIA Trading Platform as of 2023)
Figure 18. The Top 10 and 5 Players Market Share by RIA Trading Platform Revenue in 2023
Figure 19. North America RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 20. North America RIA Trading Platform Market Share by Country (2019-2030)
Figure 21. United States RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 22. Canada RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 23. Europe RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 24. Europe RIA Trading Platform Market Share by Country (2019-2030)
Figure 25. Germany RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 26. France RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 27. U.K. RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 28. Italy RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 29. Russia RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 30. Nordic Countries RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 31. Asia-Pacific RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 32. Asia-Pacific RIA Trading Platform Market Share by Region (2019-2030)
Figure 33. China RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 34. Japan RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 35. South Korea RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 36. Southeast Asia RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 37. India RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 38. Australia RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 39. Latin America RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 40. Latin America RIA Trading Platform Market Share by Country (2019-2030)
Figure 41. Mexico RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 42. Brazil RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 43. Middle East & Africa RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 44. Middle East & Africa RIA Trading Platform Market Share by Country (2019-2030)
Figure 45. Turkey RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 46. Saudi Arabia RIA Trading Platform Market Size YoY Growth (2019-2030) & (US$ Million)
Figure 47. Blaze Portfolio Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 48. TradePMR Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 49. TD Ameritrade Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 50. Envestnet Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 51. Charles Schwab Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 52. Ceros Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 53. Axos Advisor Services Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 54. Comply (RIA in a Box) Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 55. Addepar Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 56. ETNA Software Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 57. Fidelity Institutional Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 58. Orion Trading Revenue Growth Rate in RIA Trading Platform Business (2019-2024)
Figure 59. Bottom-up and Top-down Approaches for This Report
Figure 60. Data Triangulation
Figure 61. Key Executives Interviewed