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SAN FRANCISCO, Sept. 18, 2024 (GLOBE NEWSWIRE) -- Adero Partners, a multifaceted wealth management firm, is grateful to be named to the Barron’s 2024 Top 100 RIA Firms list – an annual ranking of financial advisory firms showcased for stellar performance and metrics across their managed assets, growth, technology spending, and succession planning.
Each year, Barron’s publishes its Top 100 RIA Firms list, ranking independent advisory companies based on a comprehensive set of criteria. These criteria include assets under management, technology investments, staff diversity, succession planning, and other key metrics. The full methodology for the Barron’s 100 list can be found here ...
Hightower Advisors (Hightower) is an American financial planning and investment advisory firm headquartered in Chicago, Illinois. In 2023, Barron's ranked it as No. 2 on its Top 100 Registered investment adviser (RIA) Firms list.
NEW YORK, Sept. 18, 2024 (GLOBE NEWSWIRE) -- Williams Jones Wealth Management, LLC, an SEC-registered investment adviser and wealth management firm with offices in New York City and Palm Beach, Florida, has been named as one of Barron's Top 100 RIA Firms for the third consecutive year.
CLA Wealth Advisors ranked 50th in Barron’s top 100 RIA firms for 2023 [9] and is ranked number five in assets under management by Accounting Today. [10] Kris McMasters and Gordy Viere became the first co-CEOs of CLA, [11] with Viere also serving as the CEO of CLA Holdings. [12] McMasters retired April 1, 2013, leaving Viere as sole CEO. [11]
Mesirow was named to the Barron's list of top 100 registered investment adviser firms from 2021 to 2024, most recently ranking 41st. [31] In 2022, Mesirow was ranked 13th on the Crain's Chicago Business list of top 25 financial services firms by assets under management. [32] The firm saw a 23% increase in assets under management in 2021. [33]
RIA aggregators are firms that buy existing practices outright or provide investment advisors who don't want to operate standalone businesses with access to the necessary infrastructure and tech ...
Mallouk focused on growing the firm organically. [11] By 2007, Creative Planning's assets under management had expanded to $591 million and Barron's identified Mallouk as one of the country's top independent financial advisers. [12] In 2011, Creative Planning reached $2 billion in assets under management [13] with around 1,200 clients. [14]