The top fee-only RIAs ranked by AUM in 2025
This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 billion combined.
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Big tech outages don't have to shut down business for prepared advisors
Firms might not be able to untangle the web's interconnected services, but they can think ahead and duplicate servers and data to prepare for the next outage.
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Morgan Stanley's complex bitcoin bet draws $104M during rout
A hedging product tied to bitcoin offers investors enhanced gains and downside protection — as long as an underlying ETF doesn't lose more than 25% of its value.
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LPL takes minority stake in OSJ Private Advisor Group
At a time when private equity ownership is causing clashes between independent broker-dealers and some of their largest advisory teams, Private Advisor Group found another option.
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How local SEO marketing lets growing RIAs compete
Every independent RIA has unique access to one niche: the prospects in their own ZIP code. Smart advisors can turn that information into a community-based customer pool.
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High valuations fuel demand for a once-niche hedging strategy
After years of strong market returns, concern over stretched equity valuations is rising. Could a long-overlooked options strategy be the right tool for the moment?
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FP Alpha unveils integration with eMoney
The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.
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RIA Leaders 2025: Download FP's list of the 150 largest fee-only RIAs
The printable PDF includes rankings based on the firms' AUM as well as statistics on each firm's employees, client accounts and financial advisors.
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The oldest RIAs are 85. How did they become a $144T industry?
Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment Advisers Act are still evolving today.
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Booth's DFA gets green light for tax-busting Vanguard design
Quant firm Dimensional Fund Advisors has received formal approval to adopt a fund structure that for two decades has been used exclusively by Vanguard.
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What assets are wealth managers picking up versus dumping?
Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test of time.
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Should advisors let rare coins jingle in client portfolios?
Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are rampant, so buyers should beware.
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Planning for internal RIA succession? Experts say it takes a decade
The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation than most RIAs have undertaken, experts say.
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Wells Fargo pulls $3B private wealth team from Merrill
The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los Angeles area, Arizona and Colorado.
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An increasingly popular fee structure divides RIA advisors
A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.
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UBS loses a $6B team, gains a recruiting head from Morgan Stanley
Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.
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Advisors say this is their toughest challenge. Here's how they're solving it
One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.
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UBS, Morgan Stanley, RBC, Merrill: Biggest advisor moves this week
RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.
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New book illuminates advisors' roles in overcoming financial trauma
Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.
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Congress renews effort to require 401(k) contributions by employers
A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.
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