M ergers and acquisitions among registered investment advisors continue their brisk pace, with the first half of 2025 setting a record for transactions announced, according to DeVoe and Co., an ...

For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ...

The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake ...

A Registered Investment Advisor (RIA) is an individual financial advisor or a company that provides its clients with financial advice. Unlike other types of financial advisors, RIAs have a ...

The $139 billion TAMP has hired industry veteran Phil Rogerson, unveils $10 million commitment for strategic expansion in ...

RIA Edge 100 firms are those with impressive growth rates, the best employee-to-client ratios, the highest CFP certifications and the most efficient use of AUM-based revenue.

To view FA's 2024 RIA Ranking, Top 50 Fastest Growing RIAs, and all of the participating firm’s Discretionary and Non-Discretionary AUM, click here.

He offers marketing advice for those opening a new RIA. "Pick a wildly specific niche to focus on," he says. "You are not going to beat a massive RIA who spends $10,000 a month on ads. You can ...

Historically, the RIA space was often perceived as a niche sector, managed primarily by financial experts and investment professionals, such as advisors who have transitioned over time to become ...

RIA Leaders 2022: These are the 20 largest fee-only RIAs By Tobias Salinger October 3, 2022 4:02 PM ...

RIA firms typically retain more than 95% of their clients, and that’s eye-opening to private equity managers more used to seeing 30% to 50% client turnover when they look at a broad cross ...