The Best of the Best 2015
Throughout the year, WealthManagement.com releases rankings of wirehouse and independent advisors, as well as develops ratings of the firms themselves. And unlike some competitors, we are as...
View ArticleThe Top 25 High-Net-Worth Advisors in 2016
Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under...
View ArticleTop 10 High-Net-Worth Advisors in 2016
Wealth advisory services for high-net-worth clients is still considered the biggest opportunity for firms, despite an increasingly challenging environment. Last year, about 22 percent of advisors...
View ArticleThe Top CFP Holders Under 36
The industry continues to struggle to attract young, talented advisors, especially on the independent side. But the FAs here, who all carry the CFP designation, are the exception. These up-and-coming...
View ArticleTop Women-Owned RIAs in 2016
Methodology: WealthManagement’s Top Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets...
View ArticleTop 100 Wirehouse Advisors in 2016
Methodology: 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. Only advisors...
View ArticleTop 10 Wirehouse Advisors in 2016
View the full top 100 ranking. 5. Karen McDonald Media Type Image Privacy Settings anonymous user DataTable subpages Media Image transactionID d339abea-856a-40db-98fa-54dc49294030 Source ID...
View ArticleThe Top 30 Independent Broker/Dealers in 2016
Many industry rankings of independent broker/dealers focus on total advisor headcount. While that metric can shed light on the size, scale and recruiting prowess of a firm, the business is no longer...
View ArticleTop 100 Retail RIAs of 2016
Methodology: 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....
View ArticleThe Top 10 RIAs of 2016
View the full top 100 list. Note: The AUM amounts listed are those on Form ADV as of Sept. 14, 2016. However, for most firms, the AUM listed is as of year-end 2015 or early 2016, as calculated at the...
View ArticleThe Top 25 High-Net-Worth Advisors in 2016
Methodology: WealthManagement’s Top 25 High-Net-Worth Advisors ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under...
View ArticleTop 10 High-Net-Worth Advisors in 2016
Wealth advisory services for high-net-worth clients is still considered the biggest opportunity for firms, despite an increasingly challenging environment. Last year, about 22 percent of advisors...
View ArticleThe Top CFP Holders Under 36
The industry continues to struggle to attract young, talented advisors, especially on the independent side. But the FAs here, who all carry the CFP designation, are the exception. These up-and-coming...
View ArticleTop Women-Owned RIAs in 2016
Methodology: WealthManagement’s Top Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets...
View ArticleTop 100 Wirehouse Advisors in 2016
Methodology: 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. Only advisors...
View ArticleTop 10 Wirehouse Advisors in 2016
View the full top 100 ranking. 5. Karen McDonald Media Type Image Privacy Settings anonymous user DataTable subpages Media Image transactionID d339abea-856a-40db-98fa-54dc49294030 Source ID...
View ArticleThe Top 30 Independent Broker/Dealers in 2016
Many industry rankings of independent broker/dealers focus on total advisor headcount. While that metric can shed light on the size, scale and recruiting prowess of a firm, the business is no longer...
View ArticleTop 100 Retail RIAs of 2016
Methodology: 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....
View ArticleThe Top 10 RIAs of 2016
View the full top 100 list. Note: The AUM amounts listed are those on Form ADV as of Sept. 14, 2016. However, for most firms, the AUM listed is as of year-end 2015 or early 2016, as calculated at the...
View ArticleFinancial Advisor Survey Puts Underdog Broker/Dealer on Top
WealthManagement’s IBD Report Card indicates that Woodbury Financial is making good within Advisor Group.Every year, WealthManagement publishes its IBD Report Card. The 2018 report card, released on...
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