|Firm||# of retail offices||Producing reps||% chg vs. 2011||Client assets ($M)||% chg vs. 2011||Total client accounts1||% chg vs. 2011|
|Ameriprise Financial Inc.||149||2,062||3.2%||$61,133.8||23.8%||348,328||-4.7%|
|Janney Montgomery Scott||103||736||2.1%||$55,500.0||14.7%||311,800||3.0%|
|Morgan Stanley Wealth Management||727||16,829||-2.7%||$1,768,000.0||13.3%||N/D||N/A|
|Raymond James & Associates3||239||1,861||69.8%||$169,537.3||99.2%||1,040,015||108.8%|
|RBC Wealth Management||200||2,000||0.0%||$188,000.0||11.9%||778,000||122.9%|
|Robert W. Baird & Co.||74||691||0.4%||$73,007.84||5.7%||297,195||3.2%|
|Scott & Stringfellow||37||236||-2.1%||$20,801.4||13.6%||94,333||-4.6%|
|Southwest Securities Inc.||19||167||1.8%||$9,567.0||15.7%||35,633||-17.7%|
|Wells Fargo Advisors||1,360||15,167||-0.1%||$1,200,000.0||9.1%||26,710,853||4.2%|
Top advisers understand that they need to work outside the box and focus on generational reach. Susan Kay of MFS Fund Distributors, Inc. explains.
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Having just stepped into the role, this veteran of the firm now oversees $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds.
They seek to turn knowing more about clients into growing more revenue.