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. The AUM count was then confirmed with the advisors to create the final list. IBs with large retail brokerages were excluded. *Click on a name to find out more
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