8 Fastest Growing Independent Wealth RIAs: $10B and Up
By Katie RassThese firms have benefited from market gains and a strong M&A environment.
October 30, 2026
Citizens Financial Adds $1.2B TeamWebber Wealth Partners, based in Southern California, was previously with Comerica Bank Private Wealth.
October 30, 2026
Growth-Minded RIAs Must Invest Across Their Operations: CerulliAcquisition activity has eroded many traditional sources of differentiation, the market researcher reports.
October 29, 2026
RIA Deals Are Headed for a Record Year: EchelonThe 125 transactions announced during the third quarter match the year-ago record for the most active third quarter.
October 29, 2026
Mercer Advisors CEO: How a $110B RIA Stays 'Very Teeny'Dave Welling discusses AI, recruiting, tax planning and keeping a boutique feel while adding hundreds of clients a month.
October 29, 2026
Dynasty Adds New Exec in Marketing PushAlex Kaminsky is now CMO, replacing Gordon "Gordy" Abel, who becomes chief brand officer.
October 28, 2026
Once Again, Schwab CEO Says Firm Doesn't Compete With RIAsRick Wurster addressed the controversial "Carl" ads, the Schwab Advisor Network minimum hike and the firm's local advisor offices.
October 28, 2026
Schwab Announces 'National RIA Day' for 2027The day will be recognized on the National Day Calendar and take place on the third Wednesday in February.