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We congratulate the other listed firms for hitting this top-tier milestone.” Each year, Barron’s ranks the largest independent advisory firms based on assets managed by the firms, technology spending, succession planning and other metrics. The full list and methodology for the Barron’s 2024 Top 100 RIA Firms can be found here. Adero did ...
Barron's eighth annual ranking of independent advisory companies is based on assets under management, technology spending, succession planning, and other metrics. To view the complete 2024 list of Barron's Top 100 RIA Firms, please visit barrons.com
Each year, Barron’s publishes its Top 100 RIA Firms list, ranking independent advisory companies based on a comprehensive set of criteria. These criteria include assets under management, technology investments, staff diversity, succession planning, and other key metrics. The full methodology for the Barron’s 100 list can be found here ...
Hightower Advisors (Hightower) is an American financial planning and investment advisory firm headquartered in Chicago, Illinois. In 2023, Barron's ranked it as No. 2 on its Top 100 Registered investment adviser (RIA) Firms list.
In 2015, Barron’s ranked Creative Planning as the country's top independent financial advisor. [17] By 2017, the company had grown its assets under management to $26.2 billion with advisors located in more than 30 states, [10] and clients in all 50 US states. [18]
Edelman Financial Services, a financial advisory firm, was founded in 1986 [8] by married couple Jean and Ric Edelman. [9] Sanders Morris Harris Group, a publicly traded wealth management firm, [10] purchased a majority stake of Edelman Financial Services in 2005. [11]