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 |
Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.
A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.
The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.
Report highlights lack of options for those faced with emergency expenses.
However, Raymond James has had success recruiting Commonwealth advisors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
