Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This years ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
But the larger these firms get, the greater their challenge. While we read this as a series of success stories, the industrys deep-pocketed players may be reading it as a shopping list.
Page through to see the firms that made the rankings this year. You can also read the accompanying cover story here
; or click here
to see the full list in a single page.-- Ann Marsh & Rachel F. Elson