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Welcome to Outstanding in your Field

We are pleased to announce the RIA Channel annual ranking of the Top 100 RIA Firms. This year’s unique ranking showcases the wealth management firms by growth in assets over the past ten years with a majority of the firms accruing more than $1 billion in assets.
To be considered for our ranking, each firm must be a registered investment advisor (RIA) with the SEC, must provide wealth management services, and must serve individual clients as a primary focus. Firms managing large funds, hedge funds, broker/dealers, or having disciplinary disclosures were excluded. As the RIA market changes and grows, our sister company, RIA Database, continues to adapt its criteria to the current environment.
We are delighted to recognize these leading firms for their independence, their commitment to their clients, and their ability to grow through a decade of market challenges and rewards. We congratulate each of them for their success.

Top 100 RIA Firms

10 Years of Growth - 2006 to 2016

1. Creative Planning
2. Chevy Chase Trust Company
3. Innovest Portfolio Solutions
4. Financial Engines
5. Plante Moran
6. Oxford Financial Group
7. Canterbury Consulting
8. Baker Street Advisors
9. Presidio Capital Advisors
10. Rehmann Financial
11. The Mason Companies
12. Beacon Pointe Advisors
13. Vantage Investment Partners
14. myCIO Wealth Partners
15. Wealth Enhancement Advisory Services
16. Clarfeld
17. SEIA
18. Halbert Hargrove
19. LourdMurray
20. Ronald Blue & Company

To view the full list, click here.

Partners


RIA Channel is the leading financial services marketing company specializing in connecting asset managers with all sectors of the financial advisor community. We provide data driven lead generation strategies, augmented with the most robust advisor intelligence and data available.

We are Outstanding In The Field: Setting tables at the source of ingredients, serving from farm to table across the country.
Our mission is to re-connect diners to the land and the origins of their food, and to honor the local farmers and food artisans who cultivate it.
Outstanding in the Field is a roving culinary adventure – literally a restaurant without walls.
Since 1999 we have set the long table at rural farms and urban gardens, on mountain tops and in sea caves, on islands and ranches. Occasionally the table is set indoors: a beautiful refurbished barn, a cool greenhouse or a stately museum.
Wherever the location, the theme of each dinner is to honor the people whose good work brings nourishment to the table.
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By completing this survey, participants qualify for a drawing to win a Apple Watch Series 2 ($400 US dollar value). There will be one winner of this drawing, and no cash equivalents will be given. By completing the survey, participants consent to the retention by RIA Database of your survey answers for future use. The survey period ends March 31, 2017, and the winner will be randomly selected by RIA Database on April 1, 2017. The winner will be posted on the following sites: www.RIAChannel.com/esg and www.RIADatabase.com. RIA Database will contact the winner by phone to confirm that they are willing to accept the prize. The winner must be a financial advisor registered with the SEC, state or FINRA, he/she must be 18 years or older, and he/she may not be an employee, owner or family member of RIA Database, or any sponsor(s) of the survey and/or its affiliates. The winner must be a registrant for the Now On Demand Invest4Impact Symposium: http://www.RIAChannel.com/esg.