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Useful research for the financial and wealth advisor.

Top 30 Independent Broker/Dealers 2014 

  • Aug 29, 2014
    data table
    REP.

    Top 30 Independent Broker/Dealers 2014  

    In the past, REP. has ranked broker/dealers by advisor headcount, a data point that shows, perhaps, how a firm is doing in the recruiting wars. But it’s not just a numbers game. So this year, the editors—along with industry analysts at Cerulli Associates—decided to look at another measure of firm success: assets per advisor....More
  • Jul 30, 2014
    data table
    REP.

    Top 40 Wirehouse Advisors Under 40  

    Advisors on the Top 40 Wirehouse Advisors Under 40 list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list....More

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