CapIQ Research Strategy

f.ross's picture
Rank: Chimp | 3

I'm trying to compile a list of the top wealth management firms in LA ranked by AUM. I'm having trouble finding a specific answer in CapIQ and I was hoping someone could help me out. Here's the pathway I'm using right now (more or less--I'm away from the workstation so I'm recalling it from memory):

screening>companies>company type--"wealth management">add criteria>geography>Los Angeles--checked box "headquarters only">add criteria>seach "Assets Under Management: CY 2012"

I got CapIQ to return a list of wealth management firms in LA, but it won't return any values for AUM..