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Financial and wealth advisor rankings.

Top 50 Wirehouse Women in 2013 

Women advisors still make up a small fraction of the industry, but the women on this list show that their influence in wealth management is growing. Here’s a ranking by AUM of the top female FAs in wirehouses.

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  • May 1, 2013
    data table

    Top 100 RIAs in 2013  

    Among other things, these RIAs offer financial planning and portfolio management for individual clients....More
  • Mar. 29, 2013
    data table

    Top 50 Women-Owned RIAs in 2013  

    In an industry that is working hard to attract both women investors and advisors, the firms on the Top 50 Women RIAs list have a leg up. Why? Each one is woman-owned....More
  • Feb. 4, 2013
    Article
    REP.

    Faking It: Our Third-Annual IBD Report Card Survey

    In our third annual Independent Broker/Dealer Report Card Survey, reps turned out to sing the praises of their firms. But who are they kidding? The IBD business is in a tight spot....More
  • Feb. 4, 2013
    data table

    Top 50 Wirehouse Women in 2013  

    Women advisors still make up a small fraction of the industry, but the women on this list show that their influence in wealth management is growing. Here’s a ranking by AUM of the top female FAs in wirehouses....More
  • Dec. 26, 2012
    data table

    Top 40 Under 40 Registered Investment Advisors  

    The financial advisory industry is supposedly graying. So we decided to find the top relatively youthful FAs....More
  • Nov. 12, 2012
    data table

    Top 35 Independent Broker/Dealers  

    While some argue 2009 brought a “perfect storm” for recruiting for IBDs, recruiting is down from 2010, as margins are squeezed and the cost of compliance has risen significantly. But these firms, ranked by 2011 headcount, are still on top....More
  • Nov. 12, 2012
    data table

    Top 25 Investment Bank-Affiliated Advisors  

    REP.’s Top 25 Investment Bank-Affiliated Advisors list was assembled using data from the Meridian-IQ database (in which REP.’s owner, Penton Media, has a stake). Advisors were ranked by their total assets under management....More
  • Sep. 28, 2012
    blog

    Women Are Getting Richer and Taking Charge of Family Wealth. But There Are Few Women-owned RIAs

    I have a strong aversion to breaking out RIAs or financial advisors into gender buckets, race buckets or ethnicity buckets. But in this issue, we’re doing just that. Let me explain....More
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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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May 17, 2013
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Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
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The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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