RIA Leaders

The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.

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.

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

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

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.

These firms oversee more than $185 billion in combined assets.

This year’s list of the 150 largest firms represents an industry that will emerge from a post-COVID world deeply altered.

See how they stack up: It doesn't always take a large advisory staff to manage big money.

Find out which top practices saw shifts in their employment mix.

Find out which top practices gained or lost advisors in the last year.

See which of the top firms added, retained or even lost clients in the past year.