RIA Leaders 2023

See which firms in the channel have the most assets under management and meet a six-part criteria eliminating firms that take commissions in any form.

See the ranking of firms like Ballentine Partners, Pathstone, Facet, Savant, EP Wealth and Moneta Group, along with some lesser-known companies.

The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

Competitors and critics in an industry fragmented between large and small firms and obsessed with organic growth question the increasing exclusivity and fees.

Using FP's criteria, data partner COMPLY scraped together a listing of the biggest firms that provide financial planning services but don't accept commissions.