Our 6th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.

In the firm’s October RIA Deal Book, DeVoe said he expected the ... surpasses the previous high of 33 deals recorded in January 2021, and was nearly double the volume in the year-ago period ...

The acquisitive mega-RIA expects his legal expertise and deep deal advisory experience will strengthen its efforts to recruit ...

In an era of consolidation and graying professionals, RIA firms must keep an eye on the future as well as their bottom lines.

For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. For our list of mega RIAs, we selected firms that manage 2% or ...