WealthManagement.com
Home > Research & Tools > Rankings

Rankings

RSS

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.

Read and Discuss

  • 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
More
Hot Topics

Trusts & Estates Plus
RIAs
IBDs
Wirehouse
Estate Planning
Photo Galleries
Advisor Trend Monitor
The Advisor Forums
AdvisorBenchmarking
Resource Network
Latest poll

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. 

Image courtesy of  Christie’s Images Ltd. 2013

Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

"Do firms check U5's when hiring?"

Read More

More Topics

Need sales based app for daily Management

Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Click for More
Most Recent Blogs & Columns
May 22, 2013
blog

Outgrowing Wall Street?

Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More
May 21, 2013
Commentary
REP.

Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More

Browse Blogs Browse Columns
Market Data

Financial Services Company Watch List

Market index values delayed 15 min

Newsletter Signup

Connect With Us
WealthManagement.com

Copyright © 2013 Penton Media, Inc