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The Investment Advisor -Moss Adams Connection

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This 14th annual Moss Adams Study of advisory firms was conducted by Moss Adams, the 12th largest accounting and consulting firm in the country, but again this year many of the firms participating in the Study are Investment Advisor subscribers whom we contacted and urged to participate as part of our continuing efforts to support the growth of the profession.

Through the courtesy of Moss Adams, Investment Advisor readers can purchase a specially priced copy of the complete study at

Moreover, as in the past five years, further elucidation of the Study’s findings will take place at the Moss Adams-Investment Advisor Summit, to be held this year in Washington, D.C., on December 2-3 at the JW Marriott Hotel. In prior years, the primary presentation on the Study was delivered by Moss Adams’s Mark TIbergien, the long-time Investment Advisor columnist and now CEO of Pershing Advisor Solutions. While Mr. Tibergien will be presenting the keynote speech at the Summit, highlighting different aspects of the Study findings this year will be Dan Inveen and Rebecca Pomering, CEO of Moss Adams Wealth Advisors LLC. For further information on registration for the summit, please visit


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