12 States With the Highest Rates of Billion-Dollar RIAs
By Michael S. FischerSmartAsset rankings are based on the percentage that manage $1 billion or more as of August Form ADV filings.
August 07, 2025
Larry Roth, Fellow Industry Vets Launch 'Elite Consultancy' NetworkAscentix Partners seeks to provide an "end-to-end" solution for growth-focused wealth management firms.
August 01, 2025
12 States With the Most RIAs Registered Outside the U.S.SmartAsset’s research found that 2.6% of all U.S.-based RIAs are registered with a foreign regulatory authority.
July 31, 2025
Mariner, Other Firms Agree to $25.5M Class Action SettlementThe suit alleges that the Kansas City-based entities conspired to not hire each other's staff in order to stifle pay.
July 30, 2025
AssetMark Moves to Expand Growth With RIAs, Private MarketsGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 29, 2025
Carson Group Says Ex-CMO Altered Evidence in LawsuitA lawyer for the former executive, Mary Kate Gulick, disputed the accusations.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 24, 2025
Summit Trail Exec Steps Down Two Months After Starting JobJeff Ringdahl said his role at the UHNW-focused RIA "wasn't the right long-term fit" for him.