Relatively new to the wealth management scene, HighTower tops the list with $15 billion in AUM that all came to the RIA world from wirehouses. Atlantic Trust is neck-and-neck, however, with $14.996 billion. The two lead the pack by far in AUM, but have a vastly different number of clients.
For a timely, comprehensive analysis and report on the survey findings from former Moss Adams principal Philip Palaveev, president of Fusion Advisor Network, please click here.
Comments? Please send them to firstname.lastname@example.org. Kate McBride is editor in chief of Wealth Manager and a member of The Committee for the Fiduciary Standard.