Next week Wealth Manager will present the 10th annual Top Wealth Managers rankings along with survey results, profiles, analysis and a new database–all at WealthManagerWeb.com.
The firms that participate in the annual Top Wealth Managers survey are the lion’s share of the largest, most established registered investment advisors (RIAs), in America–those firms our survey partner, Fusion Advisor Network President Philip Palaveev, says are, “the ones every RIA wants to be when they grow up.” With all that is changing in the financial services industry, this is coverage you won’t want to miss. For instance, which types of firms are growing fastest, what are clients’ primary investment goals, how are firms conducting their due diligence? Which services are most important to clients?
For this 10th anniversary, we present a new way of looking at our Top Wealth Managers. In addition to the classic rankings for this annual survey, by average assets under management (AUM) per client, there’s a sortable database that will enable you to see firms ranked on many different attributes. Now, you’ll be able to view firms alphabetically, or sort by total AUM, average AUM per client, city or state, year the firm started or minimum fee. Plus there are active links to participant firms’ Web sites.
We will also have our in-depth coverage including Wealth Manager’s own take on survey results, Philip Palaveev’s insightful special report with his analysis of the findings and firm profiles.
For anyone who missed this year’s survey, take heart: Wealth Manager has started quarterly Top Wealth Managers Pulse mini-surveys with rankings, and the next of those will be available for you to participate in toward the end of July, for data from the second quarter of 2010. It’s a great way for more firms to participate.
Watch for the special 2010 Top Wealth Managers section starting July 6!