10 fastest-growing financial advisory firms
Registered investment advisory firms continue to grow at a rapid pace, according to the annual benchmarking survey recently released by Charles Schwab. Now SmartAsset has come up with a list of the firms that are growing the fastest.
SmartAsset excluded RIAs that had taken part in mergers or acquisitions, as well as those with less than $500 million in AUM and those that had any disclosures on the Form ADVs they file with the SEC. The ranking looks at each firm’s one-year and three-year percentage change in number of customer accounts and its one-year and three-year percentage change in assets under management.
Click through to see the 10 fastest-growing advisory firms.