RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This years ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Rachel F. Elson is editor-in-chief of Financial Planning, and a longtime business and financial journalist. Prior roles included managing editor at Inc.com and CBS MoneyWatch.com; she was also an editor on MSN Money's pioneering multimedia journalism team, which won back-to-back Gerald Loeb awards.
She's a persistent runner, a compulsive traveler and a committed urbanite; she lives in Brooklyn.
A trio of top custodial executives discussing big trends for the RIA sector downplayed the term -- at least as a marketing advantage -- during a panel this week at the MarketCounsel summit in Las Vegas.