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 a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
LPL Financial is a bellwether for the broader financial advice marketplace.
The San Francisco-based startup's Series A funding, with support from Schwab and Edward Jones Ventures, will reinforce its role in the coming $124 trillion wealth transfer.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
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.
