Meet the fastest-growing financial firms

Meet the fastest-growing financial firms
Who made it to America’s list of fast-growing employers? Find out in this report.
JUN 25, 2024

The esteemed author Helen Keller once said, “Alone we can do so little; together we can do so much.”  

InvestmentNews celebrates the leading financial firms extending their hands and working with financial advisors nationwide.  

The Fastest-Growing Employers of 2024 is a collective of firms across the US attracting advisors with their range of services and outstanding expertise. On the other side, advisors get the chance to tap into an impressive depth of resources to drive them on to new levels. It’s a relationship that combines synergy, strategy, and economies of scale. 

This year’s list of prominent industry players includes Commonwealth Financial Network and Portside Wealth Group. The awardees are making a lasting connection, crafting blueprints for success, and ensuring longevity to attract advisors and race to the top.

Click here to meet the firms growing fast and steady in America’s financial landscape.  

Latest News

RIA moves: The Mather Group, Brand Asset Management announce deals
RIA moves: The Mather Group, Brand Asset Management announce deals

Consolidation continues in US wealth management industry.

US broker-dealer fintech aims for global footprint as it acquires international firm
US broker-dealer fintech aims for global footprint as it acquires international firm

Tech company democratizes access to US trading infrastructure.

Advisor moves: RBC swipes $1.7B UBS team, Baird duo departs for LPL's Linsco channel
Advisor moves: RBC swipes $1.7B UBS team, Baird duo departs for LPL's Linsco channel

RBC Wealth Management's latest move in New York adds an elite eight-member team to its recently opened Westchester office.

Stifel star broker, Chuck Roberts, leaves firm under cloud of investor complaints
Stifel star broker, Chuck Roberts, leaves firm under cloud of investor complaints

Stifel – so far - is on the hook for more than $166 million in damages, legal fees and settlements in investor complaints involving Roberts, a 35-year industry veteran.

iCapital secures $820M in latest funding, hits $7.5B
iCapital secures $820M in latest funding, hits $7.5B

The giant alt investments platform's latest financing led by T. Rowe Price and SurgoCap Partners, along with State Street, UBS, and BNY, will fuel additional growth on multiple fronts.

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.