Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. Our 2025 mega RIAs each manage over $90 billion in assets and staff over 1,000 people.

Jamie Price, the chief executive officer at Osaic, agrees that the tech upheaval is one of the biggest changes in the broker-dealer business. He waxes idealistic about third-party software demos he’s ...

An independent financial advisor isn’t affiliated with a big investment firm. Instead, they run their own businesses or work for an independent firm. Independent advisors often have fewer conflicts of ...

The RIA business was a lonely place when Brent Brodeski joined Savant Capital Management in 1992. He and founder Thomas Muldowney had no forum for talking with other registered investment advisers ...

In the increasingly crowded financial advisory space, technical competence and market acumen are no longer enough. Today’s clients expect more – and they’re vocal about what makes a financial advisor ...

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to representing larger brokerages Written By Written by Staff Money Writer, WSJ | ...