The independent broker-dealers with the biggest revenue and asset gains in 2014

The independent broker-dealers with the biggest revenue and asset gains in 2014
These firms boosted their businesses significantly between 2013 and 2014
APR 29, 2015
By  Ellie Zhu
Revenues at the largest independent broker-dealers grew 10.3% year-over-year in 2014, a figure in line with the broad market but below the 13.2% year-over-year revenue increase in 2013. While LPL Financial and Ameriprise dominate the independent broker-dealer industry based on total revenue, a group of other firms saw significant revenue and asset growth between 2013 and 2014. See which firms are on the rise, and don't forget to check out the full Top Independent Broker-Dealers of 2015 special report.
Biggest Gainers, ranked by change in revenue
Circle size is based on total revenue, and the x-axis reflects the percentage change from 2013. Please hover over each circle for more details.

Source: InvestmentNews Data

Note: Includes firms with at least $100 in 2014 revenue

Biggest Gainers, ranked by change in assets
Circle size is based on total assets, and the x-axis reflects the percentage change from 2013. Please hover over each circle for more details.

Source: InvestmentNews Data

Latest News

DeVoe: Record-breaking RIA M&A run led by private equity's consolidator comeback
DeVoe: Record-breaking RIA M&A run led by private equity's consolidator comeback

A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.

Fintech bytes: Advisor360, Nitrogen unveil AI updates for advisor productivity
Fintech bytes: Advisor360, Nitrogen unveil AI updates for advisor productivity

Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.

Bank of America, Morgan Stanley earnings roll despite roiled markets
Bank of America, Morgan Stanley earnings roll despite roiled markets

Meanwhile, Merrill Lynch intends to continue building its alternative investment platform for wealthy clients.

David Fischer of Independent Financial Group talks culture, future growth
David Fischer of Independent Financial Group talks culture, future growth

The co-founder of IFG discussed with InvestmentNews the unique opportunity that remaining independent offers to build a successful firm.

Wealth Consulting Group taps veterans from Envestnet, Emigrant Partners for new advisory board
Wealth Consulting Group taps veterans from Envestnet, Emigrant Partners for new advisory board

Three industry leaders will join the hybrid RIA's president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.