2025 Financial Advisor Magazine Disclosures

FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by their deadline.

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“2025 Financial Advisor magazine RIA Survey & Ranking” comes from Financial Advisor magazine (“FA”), a publication and online website covering the investment advisory industry, which surveys and publishes an annual list of independent registered investment advisers, ranked by assets under management.

 

FA states that they “…do our best to verify AUM by reviewing ADV forms.” To be eligible to participate, firms must be independent registered investment advisers, filing their own ADV with the SEC, and provide financial planning and related services to individual investors.

 

Only advisers that voluntarily complete and submit FA’s survey by the deadline are included in the rankings. This ranking includes firms with AUM exceeding $1 billion as of December 31, 2024, for the print edition of Financial Advisor magazine's 2025 RIA survey. Firms with under $1 billion AUM are included in the expanded online RIA survey.

 

For a link to the full ranking, please click here.