IBDs with the fastest-growing AUM
October 4, 2016 3:34 PM
FP50 2016: Which IBDs had the largest increase in AUM?
Close to half of the 50 biggest independent broker-dealers saw a decline in AUM growth between 2014 and 2015, including top firms such as AXA Advisors and Cetera Advisor Networks. Their smaller counterparts are doing much better in comparison, with some racking up double-digit growth. See who they are and how their total AUMs stack up.
For more in-depth coverage, please seeA shakeout for the nation's biggest IBDs . Take a deep dive into the data with our list of Top 10 IBDs by revenue growth , the IBDs with the largest total AUM and IBDs with the highest commission revenue .
Data is of year-end 2015.
For more in-depth coverage, please see
Data is of year-end 2015.
10. Lincoln Financial Network
Total AUM ($000): $22,339,164
% Growth: 4.8%
% Growth: 4.8%
9. Commonwealth Financial Network
Total AUM ($000): $101,400,000
% Growth: 4.8%
% Growth: 4.8%
8. Questar Capital
Total AUM ($000): $11,928,125
% Growth: 5.2%
% Growth: 5.2%
7. Kestra Financial
Total AUM ($000): $70,371,926
% Growth: 5.2%
% Growth: 5.2%
6. PlanMember Securities
Total AUM ($000): $7,256,960
% Growth: 5.8%
% Growth: 5.8%
5. Crown Capital Securities
Total AUM ($000): $1,118,748
% Growth: 8.8%
% Growth: 8.8%
4. CUSO Financial Services
Total AUM ($000): $23,754,968
% Growth: 9.2%
% Growth: 9.2%
3. Summit Brokerage Services
Total AUM ($000): $12,200,000
% Growth: 10.9%
% Growth: 10.9%
2. Independent Financial Group
Total AUM ($000): $15,439,700
% Growth: 23.6%
% Growth: 23.6%
1. Kovack Securities
Total AUM ($000): $7,619,151
% Growth: 26.5%
% Growth: 26.5%
