Rankings

The Top 10 RIAs of 2016

Mon, 17 Oct 2016 09:00:00 +0000

The top RIA firms of 2016 are ranked by the total assets under management reported on Form ADV. To make this list, firms had to be U.S.-based and serve individual investors as their primary business.

Top 100 Retail RIAs of 2016

Fri, 14 Oct 2016 17:05:00 +0000

WealthManagement.com’s “Top 100 Retail RIAs of 2016” ranking was assembled using data from Discovery Data. RIA firms are ranked by the total assets under management reported on Form ADV. To make this list, firms had to be U.S.-based and serve individual investors as their primary business.

CSV File:

Top100RIAs-MS.csv

Images

The Top 30 Independent Broker/Dealers in 2016

Fri, 08 Jul 2016 10:00:00 +0000

The list below is comprised of the 30 largest IBDs ranked by average assets under management per advisor, as of 2015.

CSV File:

ibdrank2016.csv

Images

Top 10 Wirehouse Advisors in 2016

Mon, 02 May 2016 09:00:00 +0000

The top advisors at wirehouse firms are a productive lot, each managing billions of client assets. Check out which advisors made this year’s elite top 10.

Top 100 Wirehouse Advisors in 2016

Fri, 29 Apr 2016 16:39:00 +0000

Advisors on the WealthManagement magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms.

CSV File:

Top100WirehouseAdvisors2016.csv

Images

Top Women-Owned RIAs in 2016

Thu, 28 Apr 2016 15:43:00 +0000

Advisors are ranked by their firm’s total assets under management. To land on the list, female advisors were required to directly own at least 25 percent of the firm.

CSV File:

Top25WomenRIAs2016 (1) (1).csv

Images

The Top CFP Holders Under 36

Mon, 29 Feb 2016 10:00:00 +0000

Here are 10 next-gen advisors who all carry the CFP designation that we believe are worth keeping an eye on.

Top 10 High-Net-Worth Advisors in 2016

Mon, 04 Jan 2016 16:15:00 +0000

More advisors are targeting high-net-worth clients today than they were even two years ago, despite tighter competition and a need to provide more complicated, and costly, wealth management services. Here are the top 10 RIA firms in this space.

The Top 25 High-Net-Worth Advisors in 2016

Mon, 04 Jan 2016 06:00:00 +0000

Advisory firms are ranked by assets under management. To land on the list, high-net-worth clients had to account for 76 percent or more of the firm’s business.

CSV File:

HNWAdvisors2016.csv

Images

The Best of the Best 2015

Mon, 28 Dec 2015 10:00:00 +0000

The people and/or firms at the top of WealthManagement.com's annual rankings during 2015.