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April 06, 2011 at 11:54 AM
Are you a Top Wealth Manager? If you are a registered investment advisor (RIA) with $50 million or more in assets, AdvisorOne invites you to take part in the 2011 AdvisorOne Top Wealth Managers annual survey, now through May 10.
This year, due to the change at the SEC requiring RIAs with less than $100 million to register with states, we invite state-registered independent RIA firms with $50 million or more in AUM to participate.
The annual survey and the rankings that follow are very popular. AdvisorOne is pleased to have so many of the best RIA firms participate. We will rank the annual Top Wealth Managers by largest average assets under management (AUM) per client.
In addition, in 2010 we added a Top Wealth Managers area of the web site that includes profiles, features, rankings and a sortable database. The data can be listed by several metrics, including AUM, employees, year firm started, state, city or alphabetically.
Participants can look forward to the special analysis and report from our survey partner, Philip Palaveev, president of Fusion Advisor Network and former Moss Adams partner. We have just posted his special report “Top Wealth Managers Quarterly Pulse Part 1: Healthy Again,” from our most recent quarterly survey.
Wealth managers can also participate in the Top Wealth Managers Quarterly Pulse surveys which AdvisorOne.com fields to gauge the state of the wealth management industry during the year.
