Throughout the month of May, AdvisorOne is conducting its 12th annual Top Wealth Managers survey and ranking, in which we identify the most successful wealth management firms across the country as measured by average annual assets under management per client.
This year, we have opened up the survey to all RIA firms with a minimum of $50 million in AUM to survey a broader spectrum of the advisor universe, and in addition to the 100 Top Wealth Managers list, we will publish as well a list of the Top 500 RIAs.
Those who complete the entire survey and have a minimum of $100 million in AUM will be eligible to be listed as a Top Wealth Manager; those who complete at least the first part of the survey and who have AUM of less than $100 million will still be eligible for inclusion in our listing of the Top 500 RIA firms.
View the survey form here for complete criteria on which firms are eligible and which are not, and for complete instructions for how to participate in the survey.
The rankings and listings will be made public this summer in Investment Advisor magazine and on AdvisorOne.com, along with the findings on plumb wealth managers’ top concerns about their businesses, investing, the economy and markets and how they serve clients.
Again, we invite you to participate in the 2012 Top Wealth Managers survey and ranking.