RIA Leaders

Rankings compiled through FP's annual RIA Leaders study show how the largest firms are growing at a record clip in offices across the country.

Names like Wealthspire, EP Wealth, Cresset, Chevy Chase and Moneta ring a bit more familiar compared with other massive firms with less name recognition.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.

After two years of record M&A, rising asset prices and increasing digitization, independent advisors are poised to take on the brokerages, executives said.

A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.

Some of the industry's largest firms and toughest critics weighed in on the vexing fragmentation that’s growing alongside the trillions in AUM.

A lack of uniform classifications and an identity crisis at the heart of the fragmented industry makes it a thorny task.

Rae becomes one of the few women leaders in financial services.

The group of fee-only practices and networks have 1,187 IARs who manage a combined $95.7 billion.

Which changes will become permanent? Our latest RIA Leaders ranking points the way.