Financial advisors from three non-giant firms shared how they can find their edge in a channel of wealth management that's increasingly fragmented toward the top.

The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.

LPL presses forward with deals that have made it one of the fastest-growing firms in recent years.

The Top 20 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other's clients.

These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.

The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Cadaret Grant agreed to fines to clear up allegations that it had failed to disclose conflicts with costly mutual funds and sweeps accounts.

Freshly split from Raymond James, a new hybrid RIA plans a multiphase transition that will culminate in over $3B in AUM.