The growth and influence of the Registered Investment Advisory (RIA) channel in recent years has transformed the wealth management industry.
While most RIAs have enjoyed nearly a decade of consistent growth in assets, buoyed by a prolonged bull market, a highly concentrated group of RIAs strategically grew at a rate that was exponentially greater than their peers.
This study seeks to identify the true drivers of “intentional growth” – how firms grew by design, and not by default – and aims to provide visibility into the “value” of the RIA industry, which includes the value of the services delivered to clients and the value of an overall RIA enterprise.
Brought to you by 
Produced by 
Strategic Partner 
Download the full report
