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Research Outline
Prepared for Todd H. | Delivered April 30, 2020
Top RIA Firms and Independent Advisors
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Goals
To obtain a list of the top 500 RIA firms and financial advisors in the United States.
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Early Findings
The Barron's list originally provided was exhausted in the original research. To find additionally top ranked RIA firms, we leveraged data provided by
Financial
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s
o
r
Magazine
's 2019 ranking of the top RIA firms based on total assets at the end of 2018. Additionally, we leveraged the data from
Barron's Top 1200
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s
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r
'
s
list to find additional independent
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s
. The list is broken down by state, rather than an overall ranking system. The following information has been entered into the attached
spreadsheet
.
RIA Firms
The first 20 RIA firms ranked by Financial
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Magazine, not including firms previously listed are:
Captrust
Fisher Investments
First Republic
Fort Washington
Advanced Capital Group
United Capital Advisers
S
e
g
a
l
l
, Bryant & Hamill
CIBC Private Wealth Management
Veritable
Plante Moran Financial
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s
DiMeo Schneider & Associates
B
a
h
l
& Gaynor
Brown,
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h
m
u
s
&
F
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x
w
o
r
t
h
Signature Estate & Investment
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Gresham Partners
B
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n
t
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e
Partners
Mill Creek Capital
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AE Wealth
Conrad Siegel
Independent
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Jeff Leonard and Kurt Martens
are both independent
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for Leonard & Martens, a division of Raymond James.
Trevor Wilde
is the managing director of Wilde Wealth Management Group. He is ranked number one in the state of Arizona.
Scott Horn
is the president of TFO Phoenix. He is ranked number four in the state of Arizona.
Jacob Duffy is the managing director for the
Baird Duffy Group
. He is ranked 21 in the state of Arizona.
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