Awards, Rankings and Certifications
CNBC
The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients.
Barron’s
Our ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. For our list of mega RIAs, we selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets.
Financial Advisor Magazine
To view FA's 2024 RIA Ranking, Top 50 Fastest Growing RIAs, and all of the participating firm’s Discretionary and Non-Discretionary AUM, click below.
Forbes’
The third annual Forbes/Shook Top RIA list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term. Collectively, the 250 advisory firms on this ranking are overseeing more than $1.6 trillion in assets.
