Banco Popular de Puerto Rico

Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.

A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?

Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.

LPL also drew from Osaic again, RIA aggregators made some big M&A deals and Merrill rehired an executive who left to go to Citi more than six years ago.

When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.

We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions in the last year.

Funds in areas including bitcoin, technology and clean energy were especially successful.

Raymond James also recruited from Charles Schwab, and LPL from Raymond James and Merrill

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with clients.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm apart.