Corporate finance

Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.

These are the largest firms with financial advisors who work with broker-dealers but aren't their employees.

Two RIA acquisitions added $7.7 billion in client assets to the Toronto-based firm's U.S. platform in Q2.

Profit plummeted in the second quarter as economic conditions and rising expenses took a toll on the firm's results.

Three new incoming partner firms have brought $9.5 billion in combined client assets and $50 million in annual revenue this year.

CEO Dan Arnold says the firm is eyeing continued records in its headcount, despite the usual dropoff in broker moves during downturns.

Robinhood Markets cut almost a quarter of its workforce in a broad reorganization after a punishing first year as a public company.

The independent hybrid RIA is “one big firm whose business model has changed,” CEO Paul Reilly said on the company’s second-quarter earnings call.

CEO Jim Cracchiolo views incoming advisors as “a continued good opportunity” for the firm, he told analysts on an earnings call.

Lower advisory assets and regulatory matters combined to offset the wirehouse’s rising interest revenue in the second quarter.