Search results
Results from the WOW.Com Content Network
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.
Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.
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 ...
Barron's eighth annual ranking of independent advisory companies is based on assets under management, technology spending, succession planning, and other metrics. To view the complete 2024 list of Barron's Top 100 RIA Firms, please visit barrons.com
Edelman Financial Services, a financial advisory firm, was founded in 1986 [8] by married couple Jean and Ric Edelman. [9] Sanders Morris Harris Group, a publicly traded wealth management firm, [10] purchased a majority stake of Edelman Financial Services in 2005. [11]
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. [29] In 2022, Mesirow was ranked 13th on the Crain's Chicago Business list of top 25 financial services firms by assets under management. [30] The firm saw a 23% increase in assets under management in 2021. [31]
Each year Private Equity International publishes the PEI 300, a ranking of the largest private-equity firms by how much capital they have raised for private-equity investment in the last five years.