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  1. Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a...

  2. 2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality by Eric Rasmussen. Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?

  3. Jul 12, 2024 · To view FA's 2024 RIA Ranking, Top 50 Fastest Growing RIAs, and all of the participating firms Discretionary and Non-Discretionary AUM, click here.

  4. Jul 26, 2024 · Financial Advisor Magazines 2024 America’s Top RIA Survey & Rankings Are Out, and Waverly Advisors is Recognized as One of the Top 100 RIA Firms Nationwide. A huge thanks goes out to the incredible Waverly team, whose passion and hard work have made this achievement possible.

  5. 2024 Top 100 RIA Firms. Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.

  6. Sep 6, 2023 · As the sector continues to grow, SmartAsset determined the registered investment advisor (RIA) firms that are growing fastest, identifying over 1,700 RIAs that are headquartered in the U.S., have no disclosures, offer personal financial planning and manage more than $500 million in client assets.

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  8. FA’s RIA Survey & Ranking 2022. ASSET CATEGORY: $1 BILLION AND OVER. CAPTRUST. Edelman Financial Engines. Creative Planning. Global Retirement Partners. Hightower Advisors. Raleigh, N.C.