From the November 2007 issue of Investment Advisor • Subscribe!

Defining the Best

Here's how we define "top" firms in small and large categories.

Top Small Firm Category

  1. Size of Firm: Qualifying small firms have $100 million or less in assets under management.
  2. Profitability: The top small firms place in the top 10th percentile in terms of profits-per-principal.
  3. Profit Margins: The top small firms have profit margins that are higher than the median for their size.

Top Large Firm Category

  1. Size of Firm: Qualifying firms have assets under management in excess of $450 million.
  2. Profitability: Top large firms place in the top 10th percentile in terms of profits-per-principal.
  3. Profit Margins: The top large firms have profit margins that are higher than the median for their size.
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