More in Rankings

  • 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
  • Jan 27, 2014
    data table

    Top IBD Advisors Under 40  

    See who made the top independent broker/dealer advisors under 40 list...More
  • Sep 27, 2013
    data table
    REP.

    Top 100 Wirehouse Advisors  

    Advisors on the Top 100 Wirehouse Advisors list are ranked exclusively by assets under management custodied at the four wirehouse firms....More
  • Sep 9, 2013
    data table
    REP.

    Top 25 Independent Broker/Dealers 2013  

    These 25 firms, ranked by 2012 headcount, are the largest of the bunch. (Some, to be sure, include small performers in the insurance brokerage sector.)...More
  • Aug 5, 2013
    data table
    REP.

    Top 40 Wirehouse Advisors Under 40  

    Many within the industry perceive the wirehouses as old and stodgy, but as this year’s list of Top 40 Wirehouse Advisors Under 40 proves, these firms are full of young talent, each with billions of assets under management....More
  • 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
    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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