Research Affiliates
Newport Beach, CA·SEC-registered · CRD #120440
Research Affiliates is an SEC-registered investment advisory firm in Newport Beach, CA managing $28B across 41 client accounts, with 29 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$28B
Client accounts
41
Advisory staff
29
Fee model
Fee-only
How Research Affiliates is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Research Affiliates
How much does Research Affiliates manage?
Per its most recent SEC Form ADV filing (03/26/2026), Research Affiliates reports $28B in regulatory assets under management across roughly 41 client accounts.
How does Research Affiliates charge?
Research Affiliates is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Research Affiliates a fiduciary?
Yes. Research Affiliates is registered with the U.S. Securities and Exchange Commission (CRD #120440), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Research Affiliates taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Research Affiliates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Newport Beach, CA
Profile compiled from Research Affiliates's public SEC Form ADV filing (CRD #120440, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Research Affiliates. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Research Affiliates? Claim this profile.