Financial and wealth advisor rankings.

Top 10 Most Influential IBDs on Social Media

  • Apr 17, 2014
    data table

    Most Influential IBDs in Social Media  

    As consumers increasingly turn to social media to shape their perception of a company or brand, advisors should be aware of their firm’s social media footprint. With numbers adjusted for the size of the firm and weighted, here are the most influential IBDs in social media....More
  • Apr 1, 2014
    data table

    2014 Top 25 Women-Owned RIAs  

    To land on the list, female advisors were required to directly own at least 25 percent of the firm. Additionally, these women have at least some individual clients for whom they do financial planning and have no more than 50 percent institutional clients....More
  • Feb 4, 2014
    data table

    Most Influential Brokerages in Social Media

    A firm's social media footprint can say a lot about how a brand is perceived by clients and the public at large. Here, Wealthmanagement.com ranks brokerages by their social media influence....More
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