InvestmentNews’ first-ever 5-Star RIA Firms 2025 will recognize the industry’s top wealth managers.
This report will identify and rank leading Registered Investment Advisory (RIA) firms based on key performance indicators, including assets under management (AUM), AUM growth, and the number of new clients gained organically over the next 12 months.
All entries will undergo a thorough verification process conducted by each firm’s compliance department to ensure accuracy and integrity.
To qualify for this prestigious recognition, firms will need to manage a minimum of $10 billion in AUM.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
