Below is a snapshot. For more information, visit research.investmentnews.com/dashboard, where you can also benchmark staffing levels, compensation and income statement data based on certifications, firm size or firm type.
| Top performers* | All others | |
|---|---|---|
| Assets under management (AUM) |
$280,480,533 | $156,520,424 |
| Revenue | $2,394,497 | $1,219,239 |
| Clients | 308 | 220 |
| AUM per client | $869,219 | $759,447 |
| Compounded annual revenue growth (2012-2014) |
15.7% | 18.9% |
| Revenue per professional |
$740,500 | $407,524 |
| Operating profit margin |
42.8% | 15.5% |
| Pretax income per owner |
$699,511 | $291,536 |
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
Cleveland RIA grows to $68 billion in assets as Philadelphia team, deepening its high-net-worth and retirement-plan practice.
Financial planning leaders say unresolved rules on fees, Roth conversions and financial aid complicate comparisons with 529 plans.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
