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Wealth Manager's groundbreaking research on RIA wealth managers results in annual and quarterly rankings, analyses and special reports on the state of wealth management in America. The annual survey, now in its 10th year, results in the popular Top Wealth Managers ranking by average AUM per client. The quarterly survey results rank firms on different criteria, including total AUM. Explore the rankings and analyses or participate in the upcoming survey below.
2010 Top Wealth Managers
The Results Are In: The 2010 Top Wealth Managers Announced
Wealth Manager is proud to present the 10th annual Top Wealth Managers survey results, rankings and analysis. The firms that participate in the Top Wealth Managers survey are the lion’s share of the largest, most established registered investment advisors (RIAs), in America—the ones that our survey partner, Fusion Advisor Network President Philip Palaveev, says are “the ones every RIA wants to be when they grow up.” Read "What's on the Minds of the Top Wealth Managers."
2010 Top Wealth Managers Rankings and Database
2010 Top Wealth Managers: The Regulatory Breeze from Washington
Special Report: 2010 Top Wealth Managers
Complete coverage and profiles of select Top Wealth Managers
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2009 Top Wealth Managers
When Wealth Manager published the 2008 Top Wealth Manager rankings, we wrote about how challenging the macroeconomic scene and markets had become for even the top wealth managers. Few could have imagined we were only at the tip of the iceberg— and what was to come.
2009 Top Wealth Managers Analysis by Philip Palaveev
2009 Ranking for Average AUM Per Client
2009 Q4 Pulse
Fourth Quarter Rankings
Philip Palaveev Analysis of Q4 Pulse Survey Results
2009 Q3 Pulse
Third Quarter Rankings
Philip Palaveev Analysis of Q3 Pulse Survey Results