RIA Ranking

2024 RIA Survey & Ranking: RIAs Confront Their Own Success

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Our annual survey shows that what RIAs have built has great value … and people see it.

2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality

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Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?

2022 RIA Survey & Ranking: Goodbye To All That

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Is this the end of “too much of a good thing” in the RIA space?

2021 RIA Survey & Ranking: The Future Is Now

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Ironically, the 2020 pandemic may have accelerated RIAs' business and broadened their potential pool of talent and clients.

2020 RIA Survey & Ranking: RIAs In The Time Of Pandemic

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The coronavirus shutdown made everybody stop and re-evaluate an industry undeniably in flux.

2019 RIA Survey & Ranking: Swimming With The Sharks

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After coming through a choppy 2018 with flying colors, the RIA industry is becoming a fast-consolidating food chain.

2019 RIA Survey & Ranking

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After coming through a choppy 2018 with flying colors, the RIA industry is becoming a fast-consolidating food chain.

2018 RIA Survey & Ranking

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RIAs are being forced to keep up with an industry whose clients and technologies are rapidly evolving.

2018 RIA Survey & Ranking: Standing Still Is Not An Option

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RIAs are being forced to keep up with an industry whose clients and technologies are rapidly evolving.

2017 RIA Survey & Ranking

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It's said that business doesn't like uncertainty, yet many RIAs have benefited from turbulent times.

2016 RIA Survey & Ranking

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

2015 RIA Survey & Ranking

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Despite lingering challenges, the RIA industry remains in upbeat mode.