Explore RIA trends using Addepar’s exclusive dataset from nearly $2T AUM. Uncover key shifts in portfolio allocations, performance drivers, and risk-adjusted returns to inform your strategies.

Gain critical insights into how sophisticated investors navigated the dynamic market period of Q4 2024 with this latest RIA Quarterly report. Based on aggregated, anonymized data from advisors managing nearly $2 trillion in assets on the platform, this analysis reveals key trends in portfolio construction and performance.

Understand the dominant role of public equities, the growing prominence of alternatives, and the impact of market events like rising Treasury yields and the election rally on different asset classes. Use it to benchmark your strategies against comprehensive performance data.

Download this report and learn:

• Average RIA portfolio allocations across equities, fixed income, and alternatives.
• Performance benchmarks for major asset classes.
• How market events in Q4 2024 influenced bond volatility and equity gains.
• A 10-year cumulative performance comparison vs. the 60/40 benchmark.
• A Sharpe ratio snapshot highlighting risk-adjusted return trends.

Stay ahead of the trends and prepare for what’s next.

Offered Free by: Addepar