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Top 100 RIAs 2014 

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    Webinar: Advisor Succession Strategies and Perspectives

    Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future....More
  • Nov 7, 2014
    Exclusive

    Report: Advisor Succession Strategies and Perspectives

    Surprisingly, as the average age of financial advisors continues to grow, so too does the percentage of advisors who don’t have a plan in place to hand over the reins when the time is right (now nearly two-thirds of all FAs).
  • Nov 4, 2014
    data table
    REP.

    Top 100 RIAs 2014  

    REP.'s Top 100 RIA list was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management....More

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