Rankings

Top 100 RIAs in 2013

Wed, 01 May 2013 11:40:00 +0000

Among other things, these RIAs offer financial planning and portfolio management for individual clients.

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Top 50 Women-Owned RIAs in 2013

Fri, 29 Mar 2013 11:40:00 +0000

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.

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Faking It: Our Third-Annual IBD Report Card Survey

Mon, 04 Feb 2013 14:00:00 +0000

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.

Top 50 Wirehouse Women in 2013

Mon, 04 Feb 2013 13:46:00 +0000

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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Gallery: Pass or Fail? How Wirehouse Advisors Grade Their Firms

Wed, 16 Jan 2013 15:29:00 +0000

What do wirehouse advisors think of their firms? WealthManagement.com surveyed 3,402 advisors asking them to dish the dirt on their firms, telling us what they liked and what they don't. Here are some of the results.

Top 40 Under 40 Registered Investment Advisors

Wed, 26 Dec 2012 13:46:00 +0000

The financial advisory industry is supposedly graying. So we decided to find the top relatively youthful FAs.

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Top 35 Independent Broker/Dealers

Mon, 12 Nov 2012 17:17:00 +0000

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.

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Top 25 Investment Bank-Affiliated Advisors

Mon, 12 Nov 2012 15:36:00 +0000

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.

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Photo Gallery: Top Coaches

Mon, 08 Oct 2012 16:40:00 +0000

The most popular coaches among financial advisors, according to a recent WealthManagement.com survey.

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

Fri, 28 Sep 2012 19:36:00 +0000

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.

Von Aldo