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Licenses & Designations An RIA is the most popular designation across fee-only Financial Advisors. Market Segments Served Large advisors become more dependent on high net worth clients at the expense of lesser affluent consumer households. Revenue Allocation The average advisor generates 83% of his or her revenue from asset management fees. Financial Planning Software Morningstar and Quicken are the most widely used financial planning software by advisors. Employee Mix As firms grow larger, partners are quickly outnumbered by back office employees and others. Goals for Business Fee-only financial advisors are focused on growth. If you are ready to get started, just click on the "Take the Survey" button below.