More than a third of the nation’s largest RIAs lost assets under management last year, but how did firms perform when it came to another critical metric, their client accounts?
To find out, we shook up the Top 150 RIA Firms list and ranked them based on client accounts. Click through the slides to see if the industry's top firms added, retained or even lost client accounts from last year. If a firm did not make the Top 150 Firms list last year the 2016 client account information was not recorded.
For more insight, and to see how the RIA Leaders stack up, read our feature story, “Top RIAs lose ground
,” written by Senior Editor Ann Marsh.
As with previous years, our 6th
annual Leaders ranking makes every effort to exclude firms with conflicts of interest, such as broker-dealer and insurance company affiliations. You can see our methodology here