RIA firms are getting bigger -- and smarter.
The median firm in Schwab Advisor Services' annual RIA Benchmarking Study expanded AUM by an annualized 12.8% between 2009 and 2013 -- "with 50% of that growth coming from organic acquisitions and new assets of existing clients," says Jonathan Beatty, senior vice president, sales and relationship marketing at Schwab Advisor Services.
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