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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...

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The 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...

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Top 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...

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The 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...

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Top 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...

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Top 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...

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Top 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...

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The 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...

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Top 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....

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The 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...

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The 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 Article

Image may be NSFW.
Clik here to view.

Top 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 Article

Image may be NSFW.
Clik here to view.

The 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 Article


Image may be NSFW.
Clik here to view.

Top 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 Article

Image may be NSFW.
Clik here to view.

Top 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...

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Top 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...

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Image may be NSFW.
Clik here to view.

The 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 Article


Image may be NSFW.
Clik here to view.

Top 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 Article

Image may be NSFW.
Clik here to view.

The 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 Article

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Clik here to view.

Financial 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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