Product name...
Listing name...

Search by letter:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 
Select a state


Adding your company to the RIABiz Directory is simple and quick.


$ 950/year



Add Your Listing


(360) 647-2842

(360) 714-8662

Loring Ward

Filed under: TAMP, Asset Manager for RIAs

Company info:

RIA department info:


  • 130 FTEs
  • Founded in 1990


What is the service or product you offer to RIAs?

In today’s climate, adding value to end clients’ lives requires offering far more than just investment management. It demands delivering a wide-ranging, holistic client experience enabling clients to plan and solve for life’s most complex financial challenges. Loring Ward is committed to creating a better wealth experience for Financial Advisors and their clients across the U.S. Since 1990, the firm has strived to do this by empowering Advisors with Investment and Advisor Solutions that can help increase the probability of delivering a great experience for their clients. It has a large network of independent Advisors in the United States and is located in Silicon Valley, California.

How do you differentiate your offering from competitors?

Loring Ward’s Asset Class Investing philosophy is based on more than nine decades of data, analysis, and research, insights from behavioral finance, and close relationships with leading academics, including Loring Ward Investment Committee Members Dr. Meir Statman and Nobel Laureate, Dr. Harry Markowitz.

What else would you like to say about your business?

On Nov. 30, 2018, Loring Ward and BAM Advisor Services merged to form an organization that serves more than 300 Registered Investment Advisors (RIAs) along with thousands of Financial Advisors across the United States who, collectively, serve tens of thousands of individual clients.

For more information, please visit

Related listings:

No listings available

Related articles:

Goldman Sachs readies splashy RIA retail debut as it (likely) adds $24-billion United Capital to $35-billion AUM Ayco for $59-billion 82 office behemoth; months after buying RIA lure from S&P

The $800-million acquisition follows the New York investment bank's March purchase of S&P's model portfolio business, $33-billion of assets managed largely for RIAs

Rudy Adolf's Buckingham meal ticket looks golden after the $35-billion RIA/TAMP absorbs Dan Goldie's $1 billion Loring Ward book and margins leap from 25 basis points to more like 70

The New York-based roll-up's gain is offshoot of Loring Ward deal where Goldie is the biggest client but was too big to buy until Focus capital could be tapped

SEI targets the 60% of its book that are planning virgins with Advizr's 'lite' planning software -- an MRI on held-away assets and way to boost SEI products sales

The Oaks, Pa.-based TAMP plans is to lure reps with the 'nibbling' software maker it part owns with a buy-one-get-one-free coaching and planning deal

Unseen factors drove the BAM, Loring Ward $50B merger; 18-month warming, light Focus Financial touch, led to reverse merger in spirit and birth, CEOs reveal in exclusive interviews

Buckingham CEO Adam Birenbaum desperately needed a TAMP CEO; Loring CEO Alex Potts needed a succession system for his TAMP clients

Focus Financial buys $17 billion DFA TAMP for $235 million through its $3.6 billion DFA TAMP

The RIA roll-up adds Loring Ward to BAM with 50% cash down and the rest with Focus common shares

Registered marketing contacts can edit the listing's content and billing information. Enter the email address of a marketing contact that is registered to your organization and they will be sent an email with instructions to edit this listing.