RIA Leaders: Top 20 Firms for 2015
December 4, 2015 4:56 PM
RIA Leaders: Top 20 Firms for 2015
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This years ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
But the larger these firms get, the greater their challenge. While we read this as a series of success stories, the industrys deep-pocketed players may be reading it as a shopping list.
Page through to see the firms that made the rankings this year. You can also read the accompanying cover story here; or click here to see the full list in a single page.
-- Ann Marsh & Rachel F. Elson
But the larger these firms get, the greater their challenge. While we read this as a series of success stories, the industrys deep-pocketed players may be reading it as a shopping list.
Page through to see the firms that made the rankings this year. You can also read the accompanying cover story here; or click here to see the full list in a single page.
-- Ann Marsh & Rachel F. Elson
Federal Street Advisors
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Seven Bridges Advisors
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Douglas C. Lane & Associates
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Wetherby Asset Management
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Altair Advisers
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Seven Post Investment Office
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Ferguson Wellman Capital Management
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Symmetry Partners
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Strategic Capital Advisers
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Halbert Hargrove Global Advisors
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
RMB Capital Management
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Savant Capital
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
East End Advisors
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Ballentine Partners
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Athena Capital Advisors
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Baker Street Advisors
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Ronald Blue
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Shepherd Kaplan
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Creative Planning
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Oxford Financial Group
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
