Our independent firm ranking expands to 100 spots this year, and our rankings formula includes several new metrics: technology spending, staff diversity and succession planning.

Compensation costs for registered investment advisories, or RIAs, made up 74% of firms' expenses in 2019, according to the Schwab 2020 RIA Benchmarking Study, released Thursday. The compensation ...

Mergers and acquisitions of RIA firms are at record highs, a new Fidelity report says. RIA owners looking to retire has combined with lots of new acquirers looking to buy to create a "perfect ...

But the overall number of advisors and brokers has remained virtually flat for a decade, the research firm says.

In its RIA Retirement Planning Survey 2020 of more than 200 advisors, DPL Financial Partners, an insurance network for RIAs, found that RIAs are struggling to find new investing strategies that ...

The rankings are meant as a starting point for clients looking for an RIA firm — a first-pass vetting that can help investors narrow a search. Every firm will have its own approach to investing ...