Independent BDs

FP50 2015: Which IBDs Have the Richest Accounts?

Published June 2, 2015 4:01 PM

|

Updated May 28, 2021 10:34 AM

1 Min Read

Some of the independent B-Ds specialize in high-end clients with big accounts. See which firms reported the highest share of accounts topping $100,000 -- and what their total client assets are. Data is as of year-end 2014; page through to see the list or click here to see a single-page version.

Read more:

FP50 2015: Which IBDs Are Growing Fastest?
IBD Watch: Where the Action Is
FP50: New Ways to Get Huge

This article originally appeared in Financial Planning.

Independent BDs

MORE FROM FINANCIAL PLANNING

Ask an Advisor

Ask an Advisor: How do you help child-free clients plan?

Despite common assumptions, child-free clients have plenty of planning complexity. Advisors shared their approach to planning for this demographic, from encouraging "no-kid dividends" to building care teams early.

By Grace L. Williams
Reporter

2h ago
Regulation and compliance

SEC seeks to ease advisors' custody burdens with discretionary trading

A proposal is meant to ensure advisors can trade client assets on a discretionary basis without triggering onerous custody requirements, while also giving them a self-custody option for crypto.

By Dan Shaw
Reporter

3h ago
Retirement planning

Wealth advisors should adapt services as financial strain hits high earners: Goldman

Thirty-seven percent of those making more than $500,000 live paycheck to paycheck, Goldman Sachs found, making this a problem for more than just lower-income workers.

By Zoe Sagalow
Reporter

October 2
Practice and client management

Fidelity says it will end custody relationships with RIAs under $100M

The second-largest asset custodian tilts its policies toward larger firms as commission-free trading continues to eat into its business safeguarding client assets.

By Dan Shaw
Reporter

October 1
Professional development

How RIA sellers can avoid running out of runway

Advisory practice sellers frequently wish they had taken more time for important strategic tasks before the deal, David Grau of Succession Resource Group says. He provided a list explaining why the timeline will take longer than many sellers may think.

By Tobias Salinger
Chief Correspondent

October 1
Succession planning

How John Waldron could make his mark as Goldman's next CEO

Discussions about what David Solomon's longtime heir apparent might do as CEO surfaced following news reports that Waldron could take over as soon as next year.

By Allissa Kline
Reporter

October 1

Load More