The Top 150 RIA Firms are ranked by AUM, but it’s the advisors who build the successful relationships with clients that lead to thriving practices.
After noting that more than a third of the nation’s largest RIAs lost assets under management last year, we wanted to dive into a another critical metric: advisor headcount.
We shook up the Top 150 RIA Firms list and ranked them based on how many advisors each practice has. Click through the slides to see if the industry's top firms added, retained or even lost advisors over the previous year. If a firm did not make the Top 150 Firms list last year the 2016 advisor headcount 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.