For Jeffrey Thomasson, founder of Oxford Financial Group -- the largest firm on Financial Planning's 2013 RIA Leaders list -- smooth waters mean it’s time to rock the boat.

“One of the things that’s become really [important] for us is to create crises, so that we don’t have to wait for a crisis to force us to make decisions,” Thomasson says of his Carmel, Ind.-based firm, which now has close to $11 billion in assets under management. (The 2014 RIA Leaders list will appear in January.)

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