top of page
Advanced Tax Strategies for Real Estate Agents & Investors
An educational overview of tax planning concepts commonly used by real estate agents and investors, including leverage, cost segregation, entity structure, and passive loss strategies.
ComposedPro
Wealth
Clients Per
Staff²
Clients Per
Advisor³
Assets Managed Per Client⁴
Net Worth Per Client⁵
29
58
$0.8M
$1.9M
Top 3
Advisor Firms¹
292
531
$0.4M
Data not public
¹The top 3 advisors listed in Barron's 2024 Top 100 RIA Firms. "2024 Top RIA Firms". Barron's. https://www.barrons.com/advisor/report/top-financial-advisors/ria. Accessed May 15, 2025.
²Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total staff in 5.A. "Investment Advisor Public Disclosure". US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
³Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total employees performing advisory functions in 5.B.(1). "Investment Advisor Public Disclosure". US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁴Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total Amount of Regulatory Assets under Management in 5.D.(3) divided by the total clients listed in 5.D.(1). "Investment Advisor Public Disclosure". US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁵Not available for 'Top 3 Advisors'. ComposedPro Wealth's internally calculated based on aggregated and other client-reported assets.
bottom of page