The annual InvestmentNews Adviser Benchmarking Study looks to the top-performing financial advisory firms for lessons on how to build a best-in-class practice.
Across categories — from solo practices consisting of one adviser, through small ensembles with less than $5 million in annual revenue and super ensembles with more than $10 million — the top quartile firms in performance this year outpaced their peers in growth, even while generating 29% more revenue, 59% higher profit margins and 65% higher adviser productivity.
Our 2022 Best Practices consist of 11 firms — two solo practices and three firms in each ensemble category — that were the highest achievers in these metrics.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
