Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.
How much in assets do advisers oversee at the biggest registered investment advisory firms? Here are the top 10 firms ranked by the average adviser assets.
WealthPlan Advisors, based in Scottsdale, Arizona, provides retirement plan and investing consulting services to nearly 600 clients.
The company has already completed 14 deals this year and has an “excellent” pipeline that includes a mix of new partners and merger opportunities, said Focus Financial founder and CEO Rudy Adolf.
The life insurance and wealth management company is making its second acquisition in a week by picking up advisory firm Gladstone.
MGO Investment Advisors joins with One Seven; Merchant Investment takes a minority stake in the new firm.
Volatile markets may be holding recruiting activity back from its breakneck pre-pandemic pace but mergers and acquisitions have more than rebounded from the 2020 low.
Boston-based Edelman gets its second deal under its belt and says it's settling in to become a more aggressive buyer of RIAs.
Dozens of transactions are still being completed every month despite the markets' slide, but they're being structured differently.
The acquisition of Michigan-based Heber Fuger Wendin gives Mariner Wealth Advisors access to a new corner of the financial services industry.
The SEC's proposed cybersecurity rule is an example of a one-size-fits-all regulation that would significantly affect smaller firms.
Rather than free chicken dinners, Ameriprise's Eric Reinhold prefers the slow burn of bonding with clients over a fine cigar and top-shelf spirits.
The purchase of Johnson Brunetti, a retirement and investment specialist with $1.5 billion in assets, keeps private equity-backed Alera on track for its goal of hitting $10 billion in assets within a year.
The biggest registered investment advisory firms have mountains of assets under management, but how big are the individual client accounts at those firms?
How many financial advisers do registered investment advisory firms need when they manage tens of billions or even hundreds of billions in assets?
Rep. James Comer is calling on Edward Prewitt, who advised Hunter Biden, to provide information related to deals that triggered suspicious activity reports.
The adviser targets younger corporate executives and parents whose children have special needs.
Schwab’s annual benchmarking study shows top-performing firms are more likely to use such tools as marketing plans and ideal client profiles.
Raymond James said that its head count of private client group financial advisers was 8,616 at the end of June, an increase of 203 compared to a year earlier.
In the wake of the 12-year bull market, some financial planners and clients are getting their first look at the flip side of equity compensation.
