RIA Edge 100 Roundup

The RIA Edge 100 program, developed by the Wealth Management IQ team in partnership with Discovery Data, establishes an important new standard for the wealth management industry by acknowledging some of the most well run, organized, successful, strategic and focused RIAs across the industry.

Mar 17, 2023

Sponsored by

The RIA Edge 100 looks at more than just AUM size and growth rates. It also examines important ratios in structure and service – including how many clients, advisors and CFPs each of these firms have – in order to understand how they are supporting their clients and how they are reinvesting in their business and staff to help service those clients.

We then selected the 100 firms that scored the best, which represent the most well run and successful RIA firms the industry has to offer.

Comments

Plain text